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Week #1

Cash Value Life Insurance

Week #2

Child Savings Bank

Business Life Insurance Email & Social Video Marketing Campaign

What Videos Do My Clients Receive Each Week?

WEEK 1

BUSINESS BUYER INSURANCE

WEEK 2

BUSINESS EQUITY BANKING

WEEK 3

BUSINESS EQUITY TRANSFER

WEEK 4

BUSINESS LIFE INSURSANCE

WEEK 5

BUSINESS SUCCESSION

WEEK 6

BUSINESS TAX STRATEGY

WEEK 7

BUY/SELL FUNDING

WEEK 8

DEFERRED COMPENSATION (SERP)

WEEK 9

EXECUTIVE BONUS

WEEK 10

INSURANCE FINANCING

WEEK 11

KEY PERSON

WEEK 12

SALARY CONTINUATION

What Email Templates Can I Choose From?
Require Useremail field