Marketing Opportunities – Annuities

GET MORE OF THE RESOURCES YOU NEED TO BOOST YOUR ANNUITY SALES

Custom Benefit Plans co-op program helps you pay for marketing, advertising, and leads

annuity co-op certificates

One of most powerful advantages you’ll get as a member of the Custom Benefit Plans network is a full range of marketing co-op support.

This flexible program helps you pay for a wide range of marketing, advertising, and promotional resources. Your unique sales message will have greater reach, visibility, and impact. You can use your co-op dollars for:

 

  • Sales support—leads and lists

  • Collateral—brochures, flyers, and fact sheets

  • Digital—websites, web banners, email marketing, polls and surveys, and social media

  • Advertising—print, broadcast, out of home, and direct mail

  • Trade shows and events—virtual and/or in-person conferences, workshops, and seminars that you sponsor or create

 

Best of all, Custom Benefit Plans has preferred provider agreements with some of the country’s top market resource providers, so you can make the most of your co-op spending.

Comprehensive agent support helps you boost your skill and efficiency
As a member agent, you also get up to 24 free CE credits, access to all major carriers, and a service team committed to your continuing success.

To find out more about joining Custom Benefit Plans, fill out and submit the VIP Agent Inquiry form, or call Mike Wooters at 1-866-422-9188 ext. 232.  

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