Download Your Marketing Kit!
Our all-new handout helps your clients share financial protection tips with their loved ones. It outlines key strategies for Gen Z, Millennials, Gen X and Boomers.
This Ready-to-Use Marketing Kit includes:
- Generational Financial Strategies Handout (Holiday and Non-Holiday Versions)
- Four Social Posts
- An Email Marketing Template
This is a great piece to use at your annual client account reviews. It may also help generate referrals because it’s an ideal way to spark conversation about the protection needs of adult children and aging parents.