MARKETING PROGRAMS

  1. Dinner Seminars – We can create a custom seminar just for you!
  2. Social Security Seminars
  3. Required Minimum Distribution Seminars – RMD
  4. Medicare Seminars
  5. College Course
  6. College Planning
  7. Gift Card
  8. Concierge – One on One Meetings
  9. Seminar Start-Up Program
  10. Round Table Meetings
  11. LinkedIn Marketing
  12. Lead Generation Letters – RMD, Social Security and Medicare
  13. Annual Review
  14. Client Appreciation Events