A “guaranteed paycheck” for life? What’s not to like.
[Note: New rates covered in this campaign toolkit.]
Our new Gift Annuity Campaign not only gets your prospects’ attention, it also makes your job easier. It is a marketing tool designed to expand your reach to donors who love the idea of receiving a “guaranteed paycheck” for life.
Campaign Contents
- 3 direct mail postcards connecting to a landing page
- 3 e-Broadcasts connecting to a landing page
- A landing page embedded with a calculator
- A beautiful video that “tells it all” (see below)
- A branded estate planning toolkit as an “offer” on the landing page
- Advanced analytics
- Gift Annuity brochure (use as leave-behind or mailing)
- Other gift plans covered as a reminder of “easy ways to give”
Supplementary Items
- A personalized letter and brochure explaining CGAs
- A script to introduce and explain the basics of CGAs and how they differ from variable commercial annuities
- A short “how-to” on the ways to finance a CGA and the benefits of each
- A short video explaining CGAs (for donors or to train new team members)
For details and pricing, call us at 800-490-7090.
A must-read as to why you should be marketing to financial advisors.