Strategically delivering the right message to the right audience is important for any business. For financial advisors and insurance agents, it’s essential to today’s success and tomorrow’s growth. By partnering with Ideal Producers Group, you will gain access to field-tested marketing programs, sales tools, lead generators, proprietary software and more.
Tools of the Trade
Hone your craft, build your brand
As the commoditization of the industry continues, it’s imperative that you aren’t just “generating leads and closing sales”; you need to actively be building a brand that exudes professionalism and stands behind a commitment to putting your clients’ needs first. We can help.
Our team has put together a unique set of programs, resources and tools that agents and advisors can use to differentiate themselves in the marketplace and stay in front of the changing retirement landscape. Ultimately, our marketing services can help you get ahead and stay there, while your clients achieve the financial outcomes of their dreams.
At Ideal Producers Group, our sales and marketing teams work closely to identify resources, tools and programs that are field-tested and field-proven, ultimately enhancing every aspect of your business. Though the suite of marketing solutions we offer to producing agents is extensive, here is a snapshot of some of our most popular programs.
SS+ is one of our most robust and successful client solutions. This turnkey program includes a comprehensive leads program, a workshop-ready presentation with supplemental materials, numerous proprietary calculators and tools, and much more!
Targeted at helping military servicemen and women and their families, this popular program includes presentations, scripts, drip emails and more to help agents and advisors give back to those who help protect and defend our way of life.
Are you looking to elevate your practice and initiate sustainable growth? Identify dozens of actionable strategies for transforming your business and implement them with help from one master trainer who can mentor you on your journey.
If you’re tired of planning events and conducting seminars the old-fashioned way when you should be planning for clients’ retirement futures instead? Incorporate social media and digital strategies seamlessly to workshop the better way.
When clients face major life events like buying a new home or refinancing, it’s important they have a strategic partner they can trust. Utilize this program to create a powerful alliance that can help clients reduce debts and maximize their assets in the process!
As a contracted, producing agent with IPG, we want to help you enhance your brand and stand out from the competition. We offer a tiered program that allows you to tap into our marketing team for logos, identity pieces, brochures, websites and more.