Make your expertise visible
Share expert-created, branded content that helps prospects understand their planning options and recognize the value of your guidance.
Built for financial professionals
MVP Marketing Kit.
Your expertise.
Their next conversation.
Give prospects a reason to reach out. Put 160+ WebPrez Videos, ready-to-use email campaigns, and your own micro-website to work—with setup and support from ePIC.
$1,997 one-time setup + $97/month. Personalization and support included.
Your expertise, across every screen.A branded destination for your next prospect conversation.
160+ WebPrez Videos
Done-for-you email nurturing
Your own micro-website
Setup & support included
Build relationships that move forward
Help prospects see the value
of a conversation with you.
Every relevant touchpoint is a chance to share your expertise.
Give your prospects useful education and a reason to stay connected.
Stay connected after the meeting
Build on each conversation with educational email follow-up that keeps your name and expertise present between appointments.
Create a professional first impression
Give prospects a consistent experience across your videos, emails, and micro-website, with your brand at the center.
See your kit in action
See how your brand
becomes a resource
for your prospects.
Join Carter Wilcoxson for a look at the MVP Marketing Kit and how its connected tools help you educate prospects, follow up, and bring your expertise into the conversation.
Carter WilcoxsonCEO, ePIC Services Company
MVP Marketing Kit · The overviewFrom the ePIC team
One kit. A connected strategy.
Your next touchpoint is ready.
Expert-created content. Personalized to you.
Ready to share with your prospects.
01
BRANDED VIDEO LIBRARY
Give prospects a reason to trust you
Put 160+ WebPrez Videos on estate planning, annuities, and life insurance in front of your prospects. Add 6 proprietary videos that showcase your planning expertise and give people a reason to connect.
02
EMAIL & RELATIONSHIP NURTURING
Keep the conversation moving
Stay present between appointments with done-for-you nurturing and re-engagement campaigns. A custom email signature and ready-to-use ‘Estate Planning Starts Here’ template bring your brand to every touchpoint.
03
WEBSITE & LEAD MAGNETS
Make your expertise easy to explore
Welcome prospects to your branded micro-website, connect them with a dedicated lead magnet page, and share your expertise through a branded virtual webinar experience.
Plus, your advisor success tools:Outsourced Estate Planning TeamSecure Advisor Portal
Personalized. Connected. Ready to share.
Put your marketing into motion.
01
Make it yours
Choose your MVP Marketing Kit. ePIC personalizes your content and digital presence, so every touchpoint represents your practice.
02
Get your system connected
ePIC handles your pages, hosting, and automation, bringing your marketing tools together into a connected experience.
03
Start building conversations
Share relevant education, follow up with prospects, and invite the conversations where your guidance can make a difference.
One investment. Ongoing connection.
Give your expertise
a system that supports it.
Your investment brings branded content, email nurturing, and a professional digital presence together. ePIC handles setup and supports your platform, giving you a system built around the way financial professionals develop relationships.
Setup, hosting, and automation handled by ePIC
Expert-created content personalized to your brand
Clear pricing: $1,997 setup + $97/month
Discuss your practice with ePIC
Schedule a call with ePICYour done-for-you marketing system
MVP Marketing Kit
$1,997one-time setup
+ $97/month subscription
- 160+ WebPrez Videos
- 6 proprietary authority-building videos
- Your branded micro-website
- Email nurturing & re-engagement campaigns
- Custom email signature & ready-to-use template
- Lead magnet landing page & webinar setup
- Outsourced Estate Planning Team access
- Secure Advisor Portal
- Setup, hosting & ongoing platform support
Setup, hosting, and ongoing platform support included.
Make an informed decision
Your investment.
Your questions answered.
Talk with ePIC about your goals and how the kit fits your practice.
Let’s have a conversationThe kit is built for financial advisors and insurance agents who want to educate prospects about estate and legacy planning, annuities, and life insurance. It brings your branded content, digital presence, and relationship nurturing together in one connected system.
Your $97/month subscription covers automated tools, ongoing content, and dedicated platform support. Your one-time $1,997 investment covers initial setup, giving you a personalized system supported by the ePIC team.
ePIC handles your setup, hosting, and automation. The team personalizes your pages and tools to your brand, so you can focus on sharing your expertise and building client relationships.
The kit gives you educational content and branded follow-up tools to use with the people you connect with. Share relevant videos, invite prospects to explore your micro-website, and keep relationships warm through email nurturing and re-engagement campaigns.
Yes. Your video content, micro-website, communication tools, and webinar experience are branded to you, helping you present a consistent, professional presence.
Absolutely. Schedule a call with ePIC to discuss the toolkit and whether it is a good fit for your practice.Schedule your call.
Your expertise deserves to be seen
Make your next touchpoint count.
Give prospects useful education, a professional place to explore,
and a reason to connect with you. Get your MVP Marketing Kit today.