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LIST OF TOOLS AND DOCUMENTS FOR ADVISORS!

2020 Marketing Plan

Example Marketing Strategies

Marketing Planning Deck

Workshop Promotion Tactics

Digital Marketing Tactics 

Prospecting Tactics

Fill Your Appointment Gaps

Juvenile Life Opportunities

Know Your Prospect Sources

Finish Strong Email Customers

Finish Strong Direct Mail Customers

Tax Diversification

Member Household Needs

Lead to Connect Appointment

Optimize your Event Attendance

Propensity for Long Term Care

Propensity for Term Life

Term Contracts Expiring

Action Team Participants 

Recruitment Marketing News - December 2019

2020 Start Strong Campaign

2020 Start Strong Digital Experience

2020 Start Strong Follow-Up Resource

2020 Marketing Calendars

IRA Funding

Start Strong Customer Follow-up

SECURE Act Call Script

SECURE Act

Thrivent Choice Email

Thrivent Choice Call Campaign

No Recent Customer Activity

Leverage Marketing Tools and Content for Market Volatility

Marketing FAQs

Virtual Prospecting Activity Ideas

Asset Allocation - Risk Tolerance

CARES Act

May 2020 Marketing Newsletter

Virtual Prospecting On Demand

AGG Cohort PPT

Lead Gen Cohort - Responding to Leads

Horizon LPO Email Campaign

Lead Generation Program PPT

2020 VA Campaign Follow-up

2020 Term Conversion 

Lead Gen FP Survey Results

Lead Gen FP Survey Results - 68

Guideline Premium Email

Guideline Premium Postcard

Guideline Premium Follow-up

Marketing Vital Stats - August 2020

Lead Gen FP Survey Results - Sept 2020

Oct Marketing Calendar - 2020

Referrals - Supporting Resources

Lead Gen FP Survey Results - Week of Oct 12th

MAP Form Oct 28th

Lead Gen FP Survey Results - Week of Oct 26th

Lead Gen Town Hall - Oct 26th

Lead Gen FP Survey Results - Week of Nov 2nd

2021 Marketing Plan Template

FP Locator Summary and FAQs

Facebook Lead Volume

Lead Gen FP Survey Results - Week of Nov 9th

Lead Gen FP Survey Results - Week of Nov 16th