What kind of marketing support or tools are available to financial representatives?

Our marketing staff researches and develops creative ways to help our financial representatives market new clients and continue to fulfill the needs of existing clients. At a reduced cost, we offer various campaigns to help build and establish your book of business. Some of these are:

  • Client Birthday Mailings
  • Referral Gift Card Thank You Program
  • Three unique targeted marketing campaigns (Life, Property/Casualty, and Financial Services)
  • Holiday Card Mailings

For more information, visit Training and Support.