Emails recipients on their birthday.
Click here for design samples, based on their age.

You also have the option for an automated
physical Birthday Greeting Card mailed for you.
($2.75/mailed greeting card, $2.25 with over 20/mo.)

Let your clients and prospects know you're thinking of them all year long with professionally designed holiday emails, based on your holiday choices and religious preferences. 

Deliver informative financial topics each month,
featuring a mix of videos, articles, and other Web Content (Links drive traffic to your FMG website or landing page)

Click here for sample.

Automated email and social media post, with a video newsletter highlighting the prior month's market activities and a fun theme, with a quarterly version 4 times per year.

Click here for sample.

Send quarterly tips to those in or close to retirement, plus occasional recipes, fun articles and a brain teaser!

Click screenshot for sample.

Check in seasonally to learn if anything has changed in your client/prospect's lives, while planting a referral seed!

Click screenshot or here for referral form/link.