Marketing and Advertising

• Perform target market and distribution channel analysis and consulting
• Create marketing tools & communications
  • Monthly / Quarterly fact sheets
  • Semi Annual / Annual Reports
  • Informational brochures
  • Quarterly newsletters
  • Advisor promotion materials
  • Broker Guide
• Teleservicing - see Prospect Services
• Sales Reporting
• Coordinate advertising
• Hire and manage wholesalers
• Provide public relations consulting
• Provide web site project management & design
  • Site construction
  • Testing and deployment
  • Search engine promotion
  • Campaign integration with other promotions
  • Internal and external content maintenance
  • Web site hosting