Take advantage of our expertise and resources with a co-branded program. Advisors love credible information delivered in short, understandable bites. Want more information?

Why Co-Brand?

• You get our credibility as the experts on the connections between aging and investment and insurance products.
• Advisors keep our material around for reference — and because it carries your identification, they remember where it came from.
• Co-branded programs are fast, easy and inexpensive to put into action.

Here are some co-branded programs you can put into action virtually overnight:

• Put our audiocassettes in your packaging and distribute them to advisors. Advisors can currently learn about:

  Deepening Relationships with Retirees
  Marketing to Grandparents
  Marketing to (Mature) Women
  Intergenerational Marketing

With more audiocassettes to come.

• Put a sales message of your own on the flip side of our audiocassettes in either your packaging or ours. By tying your sales message in to the marketing approach in the audiocassette you can show advisors exactly how and why to sell your product.
• Distribute our Great Tips with your logo. Great Tips are short, snappy and extremely memorable actions advisors should engage in to sell more effectively to specific target groups: Seniors, aging baby boomers, caregivers and more.
• Use Great Tips in your newsletter.
• Use Great Tips on your web site.
• Distribute our Ideas for Advisors with your logo. Ideas for Advisors are generally one page concepts that help advisors understand and sell more effectively to graying investors. For example, do you know “When ‘I’ll Think About It’” means something else? And what an advisor can do to get fewer I’ll-think-about-its?
• Use Ideas for Advisors in your newsletter.
• Use Ideas for Advisors on your web site. Rotate ideas periodically to bring advisors back to your site on a regular basis for new insights.
• Provide some of our other unique resources, such as Information for Your Life, to advisors from your web site or on a CD.

Every one of these co-branding ideas will earn you points with advisors. The highest producing advisors are always learning. Our co-branded products deliver new ideas they love to learn about.

Get more information about co-branding.

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