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  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
    • Insurance Products
  • Quoting & Technology
    • Life Center
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Lead Center
    • Legacy Safeguard
    • Marketing Materials
    • Plan Enroll
    • Prospecting Tools
    • Website
    • Website Quoting Tool
  • Tools & Training
    • Annual Enrollment
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Webinars
  • About & Contact
    • Contact
    • Our Story
    • Our Team
    • Testimonials
    • The Resource Blog

Marketing Materials

Request Marketing Materials

Social Media Marketing

A big part of marketing yourself and getting new clients means sharing content or holding events on social media. We offer our agents compliant, customized, branded content that can be shared on any of your social platforms and used for ad content as well. 
Running Facebook Ads
Holding Facebook Live Event
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Medicare Solutions
Facebook is where you'll find most Baby Boomers and it's an excellent platform to share Medicare content to attract business. Don't forget about other platforms such as Instagram and LinkedIn as well.
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Life Insurance
Everyone needs Life insurance. Sharing content about the importance of protecting your loved ones is a great way to attract new clients.
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Long-term Care
The best time to purchase a Long-term Care policy is when clients are younger. You can get that message out by sharing informative pieces about the cost of Long-term care via social media.

Brochures

Time to tell the world who you are and what you can do for them? We'll work with you to create a digital brochure that will showcase your expertise and product portfolio along with your credentials, awards and education.
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Consumer Presentations & Seminars

Our 'Managing Healthcare Expenses in Retirement' guide is a great tool to use with your clients either in PDF format or via our presentation link. It's important to discuss the rising costs of healthcare when determining your clients insurance needs and our guide walks them through the costs of Medicare, Long-term Care and touches on Life insurance. ​
Take advantage of our Medicare Seminar in a Box and get everything you need to have a successful seminar! From promoting and hosting your event, to following up afterwards with your new clients, these marketing materials will cover it all!​
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Email

Keeping in touch with your clients is imperative and email is clearly the quickest, and many times the most effective way to communicate. Sending a monthly email with highlights of the products and services you offer lets them know how you can continue to assist them. If you need ideas to present to your clients for monthly emails, we can help you with content.
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Constant Contact ​
Constant Contact offers you a 60 day free trial for their services. Quickly set up an account and begin launching your email campaigns to your clients and prospects. They also offer FREE website building services.
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MailChimp
Affordable yet flexible. Create amazing email campaigns and ads for social media with MailChimp. ​
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Mailer Lite
Become an email marketing expert with advanced tools made easy for you. Mailer Lite includes live 24/7 support and the latest features like landing pages and automation. FREE version available!

Branded Clothing

Wearing a branded t-shirt or sweatshirt is a great way to market yourself whether you're at the grocery store, the soccer field or the movie theater. We have many agents who wear their swag and get new clients just by being out in the wild.
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Postcards

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Sending out mailers to clients and prospects is still a viable way to market yourself and your services. We'll work with you to create a postcard that reflects your brand and will help you grow your business.

Logo Design & Business Cards

Branding yourself is important. Do you have a logo? Do your clients know your brand? If you're looking to design your first logo or looking to re-brand we offer complimentary design services. We'll work with you to come up with a design concept and then once finalized, we'll provide you with your high resolution logo files. With that, we can also design business cards and email signatures to compliment your brand.
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Product Fact Sheets

Educate your clients with our product fact sheets which explain the specific type of insurance you're discussing with your client. It gives them an overview of the product and how it can benefit them. We customize them with your contact information and logo. ​​

Request Marketing Materials

    Contact Information
    Max file size: 20MB
    Please upload a professional photo of yourself.
    Max file size: 20MB
    Please upload your logo.

    Social Media Assets
    We offer customized, branded content that can be customized with your logo, contact info and brand colors. All content is TPMO compliant.

    Product Fact Sheets
    Email (or mail) your clients and prospects our product fact sheets that explain to them how you can help them with their insurance needs. Each sheet informs your clients about the specific insurance product and educates them about their choices. We'll customize them with your contact information and logo. All fact sheets are TPMO compliant.

    Mailers
    We offer custom 3.5 x 5" postcards to advertise your services or event. Send them to your preferred printer or mailing house for printing and distribution. If you're holding an event, please provide details to be included.
    Please enter, date, time and location.

    Newsletters & Medicare Infographic
    Reach out to your turning 65 clients with our personalized Turning 65 or Annual Enrollment letter letting them know you can help them with their Medicare solutions and include our Medicare infographic.

    Consumer Presentations & Seminars
    Sharing our consumer presentation 'Managing Healthcare Expenses in Retirement' guide is a great tool to use with your clients. ​

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    There are two guides available. One includes a section on Medicare, Long-term Care and Whole Life Insurance, the second focuses strictly on Medicare. Please be sure to upload your logo for branding.


    Seminars are a great way to get more clients. Take advantage of our Medicare Seminar in a Box which will provide you with everything you need to host a successful seminar. ​
    Please select the items you'd like.

    Shirt, Business Card & Email Signature
    Need a business card? We'll design one for you based on your brand's theme and  if you need an email signature, we'll include that as well.

    Wearing a branded t-shirt or sweatshirt is a great way to market yourself. We'll work with you to come up with a concept for your design that includes your logo and contact information.

    Logo or Re-design
    We offer complimentary logo design services. We'll work with you to come up with a design concept that compliments you and your agency. 
    Max file size: 20MB
    If you have a design concept, please upload it.
    What attributes do you want to convey with your logo (Medical, Strength, Family, Integrity, etc.)?

    Digital Brochure
    We offer complimentary, custom, digital brochures allowing you to showcase your expertise and product portfolio to your clients and prospects.
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1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

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