CE Voucher Cards

Give your wholesalers the competitive edge with CE voucher cards.

“CE” for Lead Generation

Appeal to more advisors with our multi-credit CE offering.

Why Choose Voucher Cards?

Print advertising and direct emails have a low response rate and 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.

voucher cards

The Best $5 You’ll Ever 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!

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.

Brand Cards to your Firm

Need help with the design process? We can help with that, too!

Redeem Cards For

Each card can be redeemed for one free continuing education course of their choosing.
  • Life & Health / Property & Casualty CE 

  • Long-Term Care Partnership (LTCP) 

  • New! IAR CE

  • Certified Financial Planner (CFP) 


  • PRP (CLU / ChFC) 

  • Accredited Pension Administrator (APA) 


  • NAIC Best Interest Training

  • 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) 

  • And More!

Complete Your Program

Discover these other value-add CE delivery options.

Webinar CE

Connect with advisors on a personal level through video conferencing tools.

Classroom CE

Boost attendance at your next wholesaler meeting with classroom CE.

On-Demand CE

Offer designation credit for the podcasts or webinar recordings on your website.

Contact Us

Submit the form to talk to one of our product specialists! 

Still not convinced? Take a test drive of our system today!