Marketing Made Easy

Ready-to-use campaigns for advisors to win business.

Too busy to create marketing plans? No worries—we’ve done it for you.

Tap into a month's worth of pre-written content all about a trending retirement product or service. Click any item on the calendar to go to the corresponding social post or email, then copy and paste it into your LinkedIn or Outlook. It’s that easy.

Keep in mind:

  • The copy is suggested. Use as-is, or tweak based on your niche, call-to-action, or your personal brand.
  • The campaign timeline is flexible.
    • Condense it by posting more frequently or choosing your favorites.
    • Extend it by posting less frequently or by creating new posts and emails using our shareable resources and best practices.

Instructions to post on LinkedIn:

  1. Download and save the post image.
  2. Log in to LinkedIn and click Start a new post.
  3. Click the photo icon on the bottom left ("Add media" button)
  4. Choose the photo you previously downloaded and saved.
  5. Click Next and paste in the post copy. Be sure to include the applicable URL.
  6. Click Post.

Pooled Employer Plan (PEP) Marketing Campaign

Prospect Marketing Campaign

Want to keep the conversation going? Check out our ready-made, customizable prospect marketing campaign, with templates and ideas for email and social media to boost your conversion efforts.