Leverage CE Voucher Cards

Give your wholesalers the competitive edge with CE voucher cards.

"CE" for Lead Generation

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 approximately $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%. *$5 price break provided on orders over 5,000+ cards. 

Infographic: How Marketing Benefits from CE


The Best $5 You’ll Spend

Voucher cards direct advisors to a custom-branded web portal where firms have the ability to advertise their products while offering continuing education credits. Additionally, these value-add cards carry no expiration date and all 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!

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Give Value to Gain Value

When it comes to figuring out how to increase meeting attendance, product specialist and insurance wholesalers can leverage voucher cards in a number of different ways. For instance, some may leverage cards as a way to say thank you for attending a meeting, welcome a new advisor, send with a holiday greeting, or to use as a modernized business card or even as a bargaining chip when launching a new product. Regardless of how cards get distributed, you can expect to experience a noticeable increase in ROI.

Redeem Cards For:

– Life & Health/Property & Casualty CE
– Long-Term Care Partnership (LTCP)
– NAIC Annuity Suitability Training
– Certified Financial Planner (CFP)
– Accredited Pension Administrator (APA)

– Chartered Financial Analyst (CFA)
– College For Financial Planning (CFFP/CRPC/CRPS/RP)
– Continuing Professional Education (NASBA/CPE)
– Certified 401(k) Planner
– Certified Retirement Counselor (CRC)
– National Association of Plan Advisors (NAPA)
– National Tax-Deferred Savings Association (NTSA)

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