Insurance and Financial Services Industry Consulting, Prospecting, Lead Cultivation & Content Marketing Platform.
We are a Consultant, Virtual Internet Content Marketing, Social Media and E-Message Deployment provider dedicated to the independent insurance and non FINRA financial services professional.
Our goal is to provide agents and advisors, the marketing platform that will project professionalism and provide the highest quality and most relevant content pertaining to various insurance, retirement, asset preservation and long-term care planning strategies for both new prospects and existing clients.
Regardless of whether you are a financial services professional looking to acquire new clients or a marketing organization with the desire to expand distribution, our mission is defined by implementing marketing strategies that Identify, Target, Engage, Cultivate and Convert opportunities into sales driven results.
This strategy is built out of 25 years of experiences in the financial services industry, supporting and growing retail sales and wholesale distribution from the “bottom-up”, for nearly every independent, career, and institutional marketing organization from Maine to California.