Marketing Tools

Marketing Tools

Davis Life & Annuity strives to provide it’s agents with the most effective and innovative sales programs available. Click any of the links below to learn more about our most popular tools:


Direct/Seminar Mail Programs:

NEW! ZipTek seminar services

    • Seminar Packages
    • Seminar Marketing
    • Mailing List Generation
    • Specialized Expertise in Insurance Events

www.ziptekservices.com
Phone: 281-443-1454, Contact:Brad Duckett

Check out ZipTek’s Latest customer engagement, from Brad Duckett, VP of Sales:

This is a great idea for agents this time of year… …do a postcard mailer to existing clients and maybe their friends for a free Thanksgiving Pie. The idea is to get them in the office to pick up the pie and see if anything has changed on their end. It’s a good way to generate new business from existing clients.

VIEW THE SAMPLE: THIS COULD BE YOURS


Acquire Direct Marketing Offers:

    • Seminar Invitations
    • Retirement Roundtables (small groups of prospects)
    • Digital and Facebook Marketing
    • Lead Generation

www.acquirefinancial.com
Phone: 800-771-9898, Contact: Zach Monahan

 


Kramer Direct Mail Marketing Offers:

    • Lead Mailers
    • Drip Marketing Programs
    • Mailers Customized for Compliance
    • One-To-One Video E-Mail
    • Lead Tracker
    • Client Management System

www.kramerdirect.com
Phone: 888-572-6373, Contact: Olga Brown


Plum Direct Marketing Offers:

    • Lead Mailers
    • Appointments
    • Seminar Packages
    • Website Creation

www.plumbdirectmarketing.com
Phone: 800-992-9663, Contact: Elisabeth

 


RME 360 Offers:

    • Direct Mail Marketing
    • Seminar Marketing
    • Appointment Setting Solutions
    • One on One Meetings
    • Talking Mail
    • On Line Video Marketing

www.RME360.com
Phone: 888-210-7114, Contact: Terry Miller

 


Resource Solutions

    • Direct Mail Marketing
    • Seminar Marketing
    • Appointment Setting Solutions
    • One on One Meetings

www.ResourceForSolutions.com
Phone: 813-855-3008, Ext. 418, Contact: Jennifer Ward


White Glove Workshops:

www.WhiteGloveWorkshops.com
Phone: 844-949-9497, Contact:David New and Jaclyn Vargo



Pre-Set Appointment Programs

RME 360 Offers: (Formally known as Response Mail Express)

    • Direct Mail Marketing
    • Seminar Marketing
    • Appointment Setting Solutions
    • One on One Meeting’s
    • Talking Mail
    • On Line Video Marketing

www.RME360.com
Phone: 888-210-7114, Contact: Terry Miller

 


 

Life Marketing Tools


Annuity Marketing Tools


 

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