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For Financial Professionals

Marketing On Demand

Running an elite financial services practice can be demanding, but at AE Creative, we’ll do the work for you!

Whether you are looking for a fully automated marketing program, or interested in hand-selecting the services that best fit your needs, MOD offers the flexibility you've been asking for. We heard your requests, and now AE Creative's drip marketing program allows you more flexibility. It has never been easier to automate your marketing efforts, freeing you up to focus on what you do best!

It has never been easier to automate your marketing efforts — freeing you up to do what you do best!

Here are just a few of the things offered by our Marketing on Demand program:

  • Weekly e-Newsletter: Boost your online presence by reaching clients with this effective and pertinent weekly communication, featuring a customizable section.
  • Bi-monthly Newsletter: This professionally designed newsletter is sure to leave a lasting impact. Featuring eight pages of retirement and industry-related content, this product will be sure to keep you top of mind with your clients.
  • Quarterly Call to Action: These one-page letters written with timely industry topics are great resources to inform your prospects and drive them to respond.
  • Birthday Cards: Recognize your clients on their birthday with ready-made greetings that are automatically sent on your behalf. These thoughtful touches remind clients of their value and let them know you appreciate their friendships as much as their business.
  • Cakes, Cookies, Brownies & More: Easily one of the most popular components, these delicious bakery items are delivered to your choice of top clients, letting them know their friendship is just as appreciated as their business!

MOD content is provided as a service. All producers and investment advisors should be aware of, and always follow, current policies on the use of any advertising, third-party materials and/or social media as required by any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations. Investment advisers are strongly encouraged to obtain pre-approval from their broker-dealer and/or Registered Investment Adviser.

Advisors Excel

Annuity Marketing
Life Marketing
iAdvisor

Headquarters

2950 SW McClure Rd
Topeka, KS 66614
866.363.9595
For financial professional use only – not intended for use by the general public.
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