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Targeted Marketing Campaigns

Plug-and-Play Marketing Campaigns Help You Target Specific Audiences

Custom Campaign Design

We have put together several comprehensive, plug-and-play marketing campaign packages to help focus your marketing efforts to reach specific audiences. However, we recognize that every practice is different and you may have specific needs that cannot be met with a pre-packaged campaign. Talk to your Personal Account Manager, and we will be happy to schedule a consultation to review your needs and submit a proposal for a custom campaign. Your campaign could include, for example:

A Special Report Download for your Website
Direct-Mail Postcards
List Purchase
Custom Landing Page for Your Website
Google AdWords Campaign
A Targeted Workshop

The key is to build a CAMPAIGN, and not just a marketing piece. Remember, any or all of these may be components of a campaign, but one post card mailing is not a marketing campaign. A campaign will be based on a well-planned strategy, and will include our three key steps: lead generation (and qualification), follow-up, and conversion.

FEES QUOTED PER PROJECT

Federal Estate Tax

TWO FULLY-SCRIPTED WORKSHOPS (ONE CONSUMER, ONE PROFESSIONAL)
WORKSHOP PLANNING & PROMOTIONS GUIDE | FOLLOW-UP STRATEGIES
SAMPLE FOLLOW-UP LETTER | AND HAND-OUT FORMS | COMPANION BROCHURE

Your complete marketing solution to reach current and prospective clients about key estate planning issues to resolve now … AND provide in-depth education for financial advisors, building key referral relationships.

The federal estate tax went on vacation in 2010. The bad news it's been taking steroids and working out in the gym all year, and will be back in 2011 bigger and badder than it has been in a long time. The possibilities of a $1 million exemption combined with a 55% top bracket are very real...which means more people will be concerned about planning their estates to reduce or eliminate federal estate taxes.

Be ready take a leadership role. People are hungry for leadership, for information they can trust, and clear guidance about how to protect themselves, their families, and their hard-earned assets. With this turn-key marketing campaign you reach consumers and their financial advisors with a compelling message about estate planning, especially in light of the new, bigger and badder federal estate tax.

Topics Covered: • Overview of Federal Estate Tax • Historical Background • Applicable Exclusion Amount • Estate Tax Case Studies • Trust Planning • Non-Tax Reasons for Estate Planning

TO BE RELEASED EARLY 2011

~~PRICE: $995~~ | ESSENTIALS: $795

Special Needs Planning

TWO FULLY-SCRIPTED WORKSHOPS (ONE CONSUMER, ONE PROFESSIONAL)
WORKSHOP PLANNING & PROMOTIONS GUIDE | FOLLOW-UP STRATEGIES
SAMPLE FOLLOW-UP LETTER | AND HAND-OUT FORMS

Topics covered • What is Special Needs Estate Planning? • Overview of the planning process • The Letter of Intent • Explanation of Trust Terms and Trust Planning • Support Trusts (and why to avoid them) • Definition of Special Needs Trust • Self-Settled Special Needs Trusts • Third-Party Special Needs Trusts • How SNT Protects Your Options • SNT Funding Options • Leveraging Life Insurance • SNT Administration • The Basic Special Needs Estate Plan • The Gold Standard Plan

~~PRICE: $995~~ | ESSENTIALS: $795

Optional Website Integration -- Available Only to ESSENTIAL Clients

An Excellent Addition to the Special People…Special Plans Workshop Campaign Package is this fully-optimized Special Needs Estate Planning content page, now including the lead-capture module: SPECIAL PEOPLE…SPECIAL PLANS FREE REPORT DOWNLOAD. Use this FREE REPORT system to capture valuable leads and convert visitors to new clients. Your SPECIAL REPORT is a personalized, full-color Adobe Acrobat file,ready to download after visitor registration. The module includes your registration page with a custom form that automatically sends registration results directly to you. The report download page pops up automatically after registration.

PRICE: $695

Estate Planning at Work®

FULLY-SCRIPTED WORKSHOPS (CONSUMER & PROFESSIONAL)
PROMOTIONAL MATERIALS, SAMPLE LETTERS
ONLINE INTEGRATION THROUGH WEBSITE & E-NEWSLETTERS
COMPLETE 12-MONTH PROGRAM

Estate Planning at Work® is a comprehensive marketing program to help you reach Business Owner Clients and build strong strategic relationships. Present this program to employers, business owners, membership associations, or as a joint marketing effort with CPA's and financial advisors. Through this plan, employers can offer a valuable benefit to their employees -- at little or no cost to themselves. And, because the plan is offered through the employer serving in a fiduciary capacity -- and not directly to the public -- the program satisfies most states' disciplinary rules against direct solicitation. (Rule 7.3 in the ABA Model Rules -- your state's rules may vary.)

Coming Soon! To Be Released in Early 2011!

Winning Through Collaboration

EDUCATION-BASED MARKETING TO BUILD PROFESSIONAL REFERRALS
FIVE FULLY-SCRIPTED WORKSHOPS
PROMOTIONAL & FOLLOW-UP MATERIALS
WEBSITE INTEGRATION | TRAINING VIDEO INCLUDED | MAINTENANCE PLAN

Using the principles of Life Cycle Marketing in a turn-key educational campaign, this program will help you initiate, develop and build on profitable referral relationships. Get the tools you need to educate financial advisors on key estate planning issues – the real issues beyond federal estate taxes. But this is more than just another advisor-training workshop. The secret to the success of this program is that you will go beyond basic training, to establish relationships and develop lasting partnership alliances that result in a steady stream of qualified referrals to your practice.