Marketing & Prospecting Resources
Finding clients, keeping clients, and staying current in a constantly evolving industry is always a challenge. Through our relationship with National Life and other partners, our Reps have access to key marketing and prospecting resources, including:
- Customized print and digital materials
- Social media platform with a content library and automated campaigns
- Digital marketing solutions such as email marketing and website options
- Seminar resources
- National Life’s CPA Advantage program
- Prospecting and Marketing Campaigns
Practice Management Solutions as Your Business Evolves
You have a vision for your business, and we have solutions to grow and evolve with you.
- Build a Team: We understand the value of teaming and support multiple Rep partnership models.
- Scale up with technology: In addition to our core technology platform, we have value-add technology* which includes a data aggregation and reporting tool that can help growing practices manage information and save time.
- Business Succession Planning: ESI has partnered with a vendor who can provide guidance and support as you consider a business succession plan. Succession plans start with a valuation of your practice, and this program aids the valuation and analysis of the intangibles that make a financial services practice unique and valuable.
*May require an additional fee.
Advanced Sales SupportLooking to expand into market’s such as business owner or estate planning? National Life’s Advanced Sales team offers more than 180 years of combined industry experience and specializes in working with high net worth individuals, business owners and their families, along with charitable and nonprofit organizations. The Advanced Sales team provides:
- Direct access to their in-house team for case consultation and point-of-sale support
- Simplified sales concepts
- Case design and presentation
- Consultation with strategic advisors - CPAs and Attorneys
- Ongoing education and training
You bring the vision; we’ll bring the path.