MVP Turnkey Marketing Toolkit
Educate Clients.
Close More Business.
A done-for-you email nurturing and branding toolkit built for financial pros who don't have time to market themselves.
Are You An Agent Or Advisor That...
- Wants to sell more annuities and life insurance without chasing leads?
- Wants a seamless and systematic way to communicate the benefits of estate and legacy planning, annuities, and life insurance?
- Wants to stand out from the competition with a polished, professional brand?
- Needs a way to nurture prospects automatically, even when you're not working?
Advisors, when left to their own devices, are doomed to fail.
THE COST OF INACTION
Marketing Isn't Your Job - But Staying In Touch Is.
You didn't become an advisor to build marketing funnels.
Without a consistent, professional marketing presence, you risk:
❌ Losing credibility with prospects
❌ Missing opportunities
❌ Leaving sales on the table
See what's included in your automated client education toolkit below.
Brought to You by ePIC Services Company
Our Turnkey (Done-For-You) Client Education Toolkit Includes
Branded Video Content & Social Presence
150+ explainer videos (estate planning, annuities, life insurance, etc.) personalized to you
A "micro-website" to launch your online presence and attract new prospects
5 proprietary client-facing videos to position you as a planning authority
Professional Communication Tools
Custom email signature with built-in CTA links
Plug & play "Estate Planning Starts Here" email template
Templated educational email series connected to your branded virtual webinar (Done for you option available)
Lead Magnet & Webinar Setup
Dedicated lead magnet landing page to uncover estate & legacy planning gaps
Access to a branded virtual webinar experience for client education and conversion
Advisor Success Tools
Access to your OEPT (Outsourced Estate Planning Team)
Secure Advisor Portal to manage client contact info, documents & more
This is NOT social media management.
We equip you with branded, expert-created tools so you can stay top-of-mind, without needing to "market" yourself.
Join our community of successful ePIC Partners
This Isn't Just Marketing - It's Momentum
If you're ready to stop guessing and start growing, this is your first step.
No more tech headaches
You won't have to build pages, figure out integrations, or wrestle with confusing platforms. We take care of everything! Setup, hosting, and automation, so you can skip the tech stress and stay focused on your clients.
No more trying to figure out what content to create
Say goodbye to staring at a blank screen or scrambling to find the right prompts. From emails to social posts to explainer videos, everything is professionally written, branded to you, and ready to go.
No ridiculous retainers
No overpriced agency retainers or long-term contracts here. You'll pay a one-time setup fee and a modest subscription that covers your automated tools, ongoing content, and platform support. Everything you need to keep your marketing running smoothly.
Unlock New Opportunities
Get Our TurnKey Lead Nurturing System today
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