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MARKETING STRATEGIES

Start Prospecting Now With Our Ready-To-Go Marketing Programs.

Our partnership program is based on a shared goal of helping you achieve the rewards of a premium life. We choose partners who are Qualified, Coachable and Committed to personal success and provide access to the training, mentorship and turnkey marketing you need to nurture prospects and close life insurance deals. Best of all – they can be deployed immediately.

We offer three complete turnkey marketing solutions that are proven to attract clients and add revenue to your business.

Make prospecting fast and easy with an automated marketing program to capture and nurture leads.

Give your clients tax-smart advice and build a powerful new stream of revenue with a tax office in a box.

Help business owners discover the actual value of their business in just minutes.

Automated Marketing Platform

Customizable Lead-Generation Campaigns.

We make prospecting fast and easy – and compliance-friendly! Our automated marketing program includes a full suite of customizable lead-generation materials to capture and nurture leads.

Our integrated campaigns include:

  • Automated lead-generation emails
  • Seminar packages with mailers, planning checklists and feedback forms
  • Brochures & workbooks
  • Professionally designed infographics
  • Explainer videos
  • Social media posts
  • Online ads

Once you set them up with your prospect list, these campaigns launch automatically to surround prospects with targeted content that moves them closer to an appointment with you.

Get Access Here!

Get Access to Our Automated Marketing Campaigns!

Choose one of our readymade campaigns, each containing a full series of professionally designed email drip, integrated presentations, email drip series, social media posts, lead magnets and more.

Tax Marketing Mentors™

Build A Tax Office Today.

Give your clients the benefit of tax-smart advice with your own outsourced tax office. Tax Marketing Mentors™ makes it easy to set up your own tax office by offering:

  • A Complete Tax Office in a Box. Your dedicated CPA prepares the return and delivers “what-if” scenarios, showing the after-tax effects of tax-smart moves.
  • IRS-Compliant Security. You securely communicate with your CPAs through our IRS-compliant, private IT network that safeguards your clients’ sensitive information with industry-standard security and encryption.
  • Professional Responsibility. You’re seen as the expert by your clients, but your CPAs take responsibility for the tax preparation. If your client should have an error, audit or unfavorable tax outcome, we represent your client and keep you in the loop.
  • Branding and Marketing Tools. We help you build your business with a full suite of brandable, customizable materials to advertise your tax office to clients and prospects.

Once you set them up with your prospect list, these campaigns launch automatically to surround prospects with targeted content that moves them closer to an appointment with you.

PremiumLife for Business

The Online Valuation Tool.

Use our simple, low-cost online business valuation tool to open the door to HNW business-owning clients. Most business owners wait too long – until they decide to sell the business or there’s a life-and-death transition – to find the market value of their business.

Why do so many owners fail to pursue this critical knowledge? It can be expensive and time-consuming: By one estimate, a standard business valuation can cost anywhere from $5,000 to over $30,000. Source

PremiumLife for Business is a low-cost online valuation tool that valuates a business using 143 separate data points. It takes just minutes and gives you access to critical information about their business and finances – empowering you to help them build stronger futures.

Connect With One of Our Experts

Ready to learn more? Request an invitation to discuss your growth goals with one of our marketing experts. We’re excited to share our proven strategies for success and show you how to access our library of ready-to-go campaigns. One of our experts will be in touch within one business day.

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