Marketing

As a Securian advisor, you'll have access to an array of materials and tools to assist you with marketing and sales.

• ClientConnect is our award winning client relationship and marketing platform, providing you 24/7 access to your client information
• Marketing Coordinator program subsidized by Securian is designed to help successful advisors spend more time in front of prospects and clients. We help select, train and develop a Marketing Coordinator to help you in your practice.
• MarketBuilder is an on-line system with access to all our market development resources, geographical market profile research, and a template on executing a marketing plan

• Unlimited direct access to advanced marketing attorneys for complex case design
• Toll-free access to the advanced marketing sales desk, providing technical expertise in the small employer pension market, IRAs, and with qualified/non-qualified planning
• Leading industry sales ideas such as wait-and-see trusts and life-cycle buy-sell strategies
• Specialized expertise on exit and transition strategies for businesses
• Advanced case design team concept to position you and your firm as the local business and estate planning experts with a national support team of experts

• Gatekeeper Marketing System to help you effectively reach your important Centers of Influence
• Insights & Strategies newsletters geared toward CPAs and attorneys
• Compliance approved continuing education seminars for CPAs and attorneys
• Advanced planning library link to legal sample documents and other relevant information for CPAs and attorneys

• Leverage firm name recognition and community involvement
• Customized firm website development and maintenance
• Firm marketing and image building material development
• Compliance approved direct mailers, newsletters, press releases, and ad mattes available
• Customized brochure options that include firm logo and personalized advisor data
• Client appreciation programs, seminars, and campaigns