MARKETING PROGRAMS
- Dinner Seminars – We can create a custom seminar just for you!
- Social Security Seminars
- Required Minimum Distribution Seminars – RMD
- Medicare Seminars
- College Course
- College Planning
- Gift Card
- Concierge – One on One Meetings
- Seminar Start-Up Program
- Round Table Meetings
- LinkedIn Marketing
- Lead Generation Letters – RMD, Social Security and Medicare
- Annual Review
- Client Appreciation Events