Leverage CE Voucher Cards

Help your wholesalers connect with advisors by giving them CE voucher cards.

Increase ROI by 87%

Print advertising and direct emails have a low response rate and annual conferences can get pricey, quick. A well-designed voucher card program may be the competitive advantage your firm needs to raise your bottom line. For only $5 a card, wholesalers can increase in-branch meeting attendance, build stronger advisor relationships and create more qualified leads. Read our whitepaper to learn more about how firms like yours have increased ROI by 87%

Infographic: Maximize ROI with CE

voucher-cards

The Best $5 You’ll Spend

Voucher cards direct advisors to a custom-built web portal where firms have the ability to deliver credits and advertise products. All code redemptions are tracked, providing wholesalers with the ability to follow-up with advisors once they’ve been used. Electronic codes are also available to aid in the firm’s overall digital marketing strategy!

Schedule a Demo

Leverage Cards to:

 

• Increase Meeting Attendance

• Say Thank You

• Distribute at a National Conference

• Welcome a New Advisor

• Launch a New Product

• Reach Prospective Advisors

• Increase ROI

• Use as a Modernized Business Cards

• Add Value to a Holiday Card

Redeem Cards for:

 

• Life & Health/Property & Casualty CE

• Long-Term Care Partnership (LTCP)

• NAIC Annuity Suitability Training

• Certified Financial Planner (CFP)

• CFFP (CRPC/CRPS/RP)

• Chartered Fund Specialist (CFS)

• ICB (CTFA)

• IMCA (CIMA/CIMC/CPWA)

• Professional Recertification Program (CLU/ChFC)

Speak to an Expert

Complete the form below to learn more about CE Voucher Cards.

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