Exclusive Financial Product Leads
Help Your Clients Secure Their Financial Future While Growing Your Own
As a life and health insurance agent, you’re already skilled at helping clients secure their health and protect their loved ones. But today’s clients are looking for more than just life and health coverage. They want comprehensive financial security, including retirement and estate planning, wealth building, and protection against market volatility.
By offering financial products like Annuities and Indexed Universal Life (IUL) insurance, you’ll open new avenues for growth and boost your income while becoming a trusted advisor for your clients’ financial goals.
Our Turnkey Estate Planning Seminars, Direct Mail, and Digital Campaigns can take your business to the next level by connecting you with clients looking for retirement solutions, wealth-building options, and insurance coverage.
Why You’ll Love Our Estate Planning Seminars
66
Buying Units per Event
We deliver a highly engaged audience of approx. 66 affluent buying units registered per event.
$1.38MM
Average Net Worth
Attendees represent an average of $838,000 – $1.38MM per buying unit, putting qualified money in the room.
87%
Appointment Rate
Based on agent reports, 87% of event attendees schedule follow-up appointments, exhibiting high conversion potential.
Maximize Sales with Minimal Effort — and Unmatched Support
We do the heavy lifting — targeted data, multichannel campaigns, 24/7 RSVPs, automated confirmations, event reminders, and post-event nurturing through a multi-touch email campaign — so you can focus on building relationships, presenting to an engaged audience of qualified prospects, and closing sales.
Estate Planning Seminars: Features & Pricing
Our comprehensive, ready-to-execute seminar packages help you connect with more affluent individuals in your area, providing valuable opportunities to assist them in achieving their financial goals — while boosting your income through Annuities, IULs, and insurance.
Multichannel Campaigns
Blend the strength of targeted direct mail and broad reach digital with a smart mix of premium mailed invitations and social media advertising.
Event Reminders
Multi-touch event confirmations and reminders keep your registrants engaged and ensure they remember your event.
24/7 RSVPs
Registration is easy with branded landing pages and a 24/7 Hotline. Registrants receive automated confirmations upon sign-up.
Post Event Analysis
With our data-driven recommendations, and post-event surveys that gather participant feedback, you receive valuable optimization insights after each event.
Multi-Week Social Media
Advertising Campaign
Branded Landing Page
Email/SMS Confirmations and Reminders
24/7 RSVP System
Shared RSVP Tracking
Cohosted Facebook Event
Sample Social Media Creative for Event Promotion
Registration Sign In Sheet
6,000 Premium Invitations &
$500 Digital Ad Spend
All Features Included in Digital-Only Package, PLUS:
6,000 Premium Printed Invitations & Direct Mail Services
Post Event Email Campaign to Nurture Opportunities*
Post Event Surveys to Registrants
Shareable PDF for Event Promotion
Most Effective!
4,000 Premium Invitations &
$300 Digital Ad Spend
All Features Included in Digital-Only Package, PLUS:
4,000 Premium Printed Invitations & Direct Mail Services
Post Event Surveys to Registrants
Shareable PDF for Event Promotion
*Dependent on proper tracking of attendees
Optional Package Enhancements
Turn even more leads into long-term relationships with one of our seminar add-ons.
Digital Boost
Increase registration and attendance by boosting your Facebook event and Digital Ad campaign. You can expect a boost of up to 10k additional impressions for each increment of $250.
Sold in Increments of $250
Printed Thank You Cards
Capitalize on momentum by sending premium, branded “Thank You” cards to both attendees and non-attendees. Mailers feature your contact information and the offer of a complimentary consultation with you.
$250 per Campaign
“The best way to predict
the future is to create it.”
Peter Drucker, Educator, Author & “Father of Modern Management”
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