Help your wholesalers connect with advisors by giving them CE voucher cards.
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%
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!
• 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
• 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)
Complete the form below to learn more about CE Voucher Cards.