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Marketing Yourself

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Marketing

Yourself

Enclosed is information regarding the marketing materials

and programs that are available to you through TriplePlay

Financial Marketing. This material is designed to support

your current markets and to give you an overview of

TriplePlay’s marketing programs and resources. Please read

through the information and contact our marketing team

with any questions.

Short-Term Marketing Resources Short-term marketing resources are designed to help you with your immediate marketing and prospecting needs and help you keep your name in front of your clients and prospects.

Short-term marketing resources that TriplePlay Financial Marketing supports:

Realize The

Potential

• Advertising• Agent Bio Cards• Brochures• Byline Articles• Direct Mail

• Referral marketing pieces• Public Relations• Newsletters• Web Sites

Advertising/Press ReleaseA press release is a simple, no-cost announcement or item of interest that can be published in the local media for no cost. TriplePlay Financial Marketing will create and submit a press release and photo to publications of your choice.

Advertising through small, local publications can be an effective way to keep your name in front of your community and target markets. Pre-designed ads are available for customization through TriplePlay's marketing team.

Types of publications that you may want to consider placing an ad or press release with include:

• Local Newspapers/Publications

• Association Newsletter• Church/Synagogue Bulletin• Welcome Wagon

• Other Civic/Community Opportunities

• Trade Publications

Announcement Cards/Bio CardsTriplePlay Financial Marketing will assist you in creating and printing announcement cards for your use as a new associate. In addition to announcement cards, bio cards that are designed to fit into your own customized brochure, are available through TriplePlay's marketing team.

Direct Mail and ReferralsTriplePlay Financial Marketing provides marketing support to help develop a marketing plan that utilizes one or all of the following pieces.

Available mailing pieces include:• Letters – Service, Referral, CPA and Product• Mailers – Referral, CPA and Product• Fulfillment pieces – Personal Financial Planning

Guide*, Estate Planning Guide, Planning Your Personal Investment Strategy* and Retirement Planning Guide.

Please contact our TriplePlay marketing team to view a more complete listing of customizable mailing pieces.

Byline Articles

Byline articles are pre-written, compliance-reviewed articles available for use in publications, mailings or as handouts. TriplePlay Financial Marketing provides 27 reviewed articles.

Web Sites Advisors can create their own web site using TriplePlay’s custom web site templates. TriplePlay Financial Marketing will help you fill content of your web site.

• Web Site Features include Personal Information, Calendar of Events, Research Center, Calculators, Newsletters, Market Indexes, CPA Target Marketing, Financial Strategies and Seminar Calendar

• Cost $389 for set up and $39.95 monthly maintenance

• Additional newsletters (hard copies) can also be ordered

For additional web site details, please see our marketing team.

Customize Your MaterialTriplePlay has an array of pre-designed marketing pieces, available through our marketing team, that will allow you to create your own customized marketing materials. Once you have customized a marketing piece, it is automatically given to you in a print-ready format, without any additional work for you.

TriplePlay Financial Marketing provides assistance in developing your design to get your message across to your clients.

Pre-designed material topics include:• CPA Target Marketing• Consumer Ads• Product Specific Material and Name

Recognition Material• Announcements• Seminar Selling• Qualified Plans• Recruiting• Byline Article Templates• Service Materials

Keys to Successful Marketing: Integrated, Sequential, Long- and Short-Term Marketing Programs

Long-Term Marketing Resources Long-term marketing resources are designed to help you build future business, expand your current markets, and work with new markets.

Long-term marketing resources that TriplePlay Financial Marketing supports include:

• Planning Sessions With Our Marketing Team• Seminar Marketing

Seminar MarketingSeminar marketing is an excellent way to get in front of a large group of prospects. It’s also an excellent way to build your professional credibility. TriplePlay Financial Marketing has several turnkey seminars available to you. A detailed listing of seminars and support materials is available through your marketing team.

Non-Proprietary Seminars

Seminars include support materials such as seminar planning guides, presentations with scripts, invitations, handouts and workbooks. Additionally, TriplePlay Financial Marketing can provide a speaker for “in house” seminars for larger firms.

Available seminar topics include, but are not

limited to: Long-Term Care, College Funding, Retirement Plan Distributions, Tax Strategies, Annuities, Estate Conservation, Charitable Giving, Employment Transitions and Financial Management.

Contact our marketing team for more information on seminars available for use.Keys to Successful Marketing:

Integrated, Sequential, Long- and Short-Term Marketing Programs

www.tripleplayfinancialmarketing.com

Marketing

Sales

Product

333 East River Drive, Suite 401 • East Hartford, CT 06108 • (877) 430-2888 • info@3playfm.com

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