1288 Valley Forge Rd. Building 82
(800) 490-7090

Gift Annuity Campaign

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 postcards (with 8 concepts) connecting to landing pages
  • 3 e-Broadcasts connecting to landing pages
  • A landing page (PDF) embedded with a modern calculator that forwards to you and/or an advisor donor’s proposal and information
  • Advanced analytics
  • A branded estate planning toolkit as an “offer”
  • A CGA brochure in simple, compelling language
  • 90% focus on CGAs and DGAs, and 10% on Beneficiary Designations (yes, you always have to remind them that there are other easy ways to give)

Supplementary Items

  • A personalized letter and brochure explaining CGAs
  • A script for your officers 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 that you can show to you donors or use to train new officers

Not ready for CGAs? You’d be surprised.

  • Complete gift administration services… eliminate risks, stay fully compliant and outsource your CGAs to operate at the lowest cost possible. Call us to ask how.

For details and pricing, call us at 800-490-7090.

A must-read as to why you should be marketing to financial advisors.