• Want to know how to improve your online presence? Select this package and we'll provide you with a customized report packed full of valuable information about you and your business. Learn how you stack up on everything from social media to web site design and paid search campaigns. Just tell us what you'd like to focus on and we'll give you some real suggestions for how you can improve your online presence. Questions? Contact the marketing team for more details. (800) 390-9016
  • Achieve up to a 90% appointment ratio and establish credibility in the industry with educational workshops.

    Become an instructor with Adult Financial Education Services, a not-for-profit organization available only to Simplicity Financial Marketing Advisors. You’ll teach a course to paying participants – highly motivated students in your target demographic. Choose from a wide variety of course topics, then let us plan and market the event on your behalf. Our in-house marketing team will work with you to secure a local college venue and provide you with the training you’ll need to succeed. By selecting this item, you’ll get the recommended 10,000 piece mailing, online registration and RSVP service. NOTE – for max effectiveness, you’ll need to be starting this marketing 7-8 weeks before your workshop! If you’re considering dates, and want to throw some ideas around, call Ashley Giovenco, in our office, at 800-390-9016. Learn more about this Adult Financial Education Services by visiting AFES.org
  • Want to grow your business 33%?

    If you're like most financial advisors, there's a good chance that you're missing out on some of your best clients simply because their personality style is different than your own. Using the personality profiles made available with producer insights, you'll learn what makes your client tick BEFORE you sell them anything!
    Get up and running with Producer Insights, and generate more revenue in your financial services business without spending more marketing dollars!
    Annual Subscription includes up to 240 profiles per year. 
  • The AP&A Sales System starts with an excellent fact finder — and we're more than happy to share them with you!  Printed on very high quality card stock, these are sturdy enough to hold all your client documents.

    For 2 chips, we'll send 50 of them your way.  Please choose whether you need the "fixed only" version or the "Series 65" version.

  • Lead Drops

    10 Chips

    Direct mail lead generation is a classic way to be able to get in front of new clients.  With a response rate nearing 2%, it's also a very cost-effective way to grow your practice.

    By selecting this Marketplace item, you'll get a 1,000 piece lead drop.  We recommend that you mail at least 3,000 pieces for best results.

    On the order form, please just write in the zip codes that you'd like to work in, and we'll get started!

    We'll also follow up and send you our complete "lead drop" marketing kit, with scripts, a training video and how to overcome objections.

    Questions?  Call us at 800-390-9016.

  • Telemarketing

    13 Chips
    Use this telemarketing package to reach out to old contacts, set appointments or uncover brand new prospects. You'll work with an account manager throughout the entire process. From list development to script writing. Then, monitor campaign progress using detailed reporting including follow up notes!
    Set up takes roughly one week to complete. This package includes set up fees for one call campaign (25 hours).
  • Producers Conference Hotel Stay

    Chips15 Chips

    Producers Conference is right around the corner.

    We're making it easier than ever for you to join us in Raleigh. Use your hard-earned MarketPlace chips to pay for your stay.

    Choose one to three nights. We'll follow up with all the details after you checkout.

    *May only be used for standard room rate. All reservations are non-transferable and cannot be exchanged. Does not include incidentals. Subject to room availability. 
  • This 28" x 80" table runner is constructed of durable, easy to clean, flame resistant polyester poplin fabric and is machine washable. Choose from 13 colors of fabric, and print unlimited spot colors on the front, centered.
  • Choose from 9 colors on this popular Bic Stic™ gel pen with a colorful rubber grip. The plastic retractable pen features your message, and a fine point with black ink. Create a one color imprint on the barrel — quantities of 300 pens.
  • Choose from 15 colors for this 8' table throw (28" x 96" x 30") with hook and loop attachments to convert to 6'. This table throw is machine washable and wrinkle resistant with unlimited spot colors printed on the front side.
  • This banner stand is portable, lightweight, and retractable — sets up quickly and it rolls up easy when you are finished. The vinyl banner shows off your graphics in full color with a silver base and is 82" x 34" when open. The aluminum frame is sturdy and the banner comes with a black carrying case. We'll even include limited design services to achieve the best graphics for your banner.
  • Stress Ball

    Chips
    This 2-3/4" solid color stress ball is perfect for tradeshow giveaways. Choose from 10 colors with a one color imprint — quantities of 250.
  • Packed full of valuable information for your business owner clients, the easy-to-use business valuation system is an exciting addition to your practice!

    With 16 Key Performance Indicators, and of course, the fair market value of your client's business, this can be a key component of a fully-funded buy/sell agreement.

    This item will give you one complete valuation for a business.  Remember — after you've run it once, you can run updates for your clients as often as you would like!  Call us for more details.  (800-390-9016)

  • Want more businesses to call?  We'll fill you back up!

    Be selecting this package, we'll work with you pull an additional 25 prospects for you to call.  We'll still provide - 

    • Preliminary valuation numbers
    • All the contact details available
    • Best-in-class support and service

    Remember to write any industry requests into the comment section on your order.

    Got questions?  Call our Marketing Team at 800-390-9016.

  • Riskalyze

    12 Chips

    Build Portfolios that Fit.

    Engineer the risk in a portfolio to fit your client’s unique and individual risk preferences and meet their expectations with a 95% mathematical confidence. This package will give you access to Riskalyze for 3 months.  
  • CONTROL CRM

    Chips

    If your client records and history are important to you, you may become more organized with the CONTROL CRM tool. Improve your client relationships, and reveal possibilities with potential and current clients.

    • Focus on the Customer
    • Calendar Reminders
    • Client Data Storage in the Cloud
    • Automated Email Campaigns
    • Detailed Reports

    And much, much more!  If you'd like grow your business and stay organized, we suggest the CONTROL CRM for your client data storage.  Call us at 800-390-9016 if you have questions.

    This package will give you access to the CONTROL CRM for 3 months.  

  • If you like The Shield™, then you'll love the flexibility of the CONTROL Calculators!  Giving you colorful, easy to understand material to supplement carrier illustrations, these calculators will help your clients easily understand - 

    • How indexing strategies work
    • Stretch IRAs
    • How to Maximize their Social Security
    • Income Plans

    And much, much more!  If you'd like a personalized tour of our software, we'd be glad to schedule one for you.  Call us at 800-390-9016.

    This package will give you access to the entire suite of CONTROL Calculators for 3 months.  

  • If you like The Shield™, then you'll love the flexibility of the CONTROL Calculators!  Giving you colorful, easy to understand material to supplement carrier illustrations, these calculators will help your clients easily understand a variety of strategies.

    Pick the five CONTROL apps that best suit your practice.

    If you'd like a personalized tour of our software, we'd be glad to schedule one for you.  Call us at 800-390-9016.

    This package will give you access to Your Choice of Five CONTROL apps for 3 months.

  • If you like The Shield™, then you’ll love the flexibility of the CONTROL Calculators!  Giving you colorful, easy to understand material to supplement carrier illustrations, these calculators will help your clients easily understand a variety of strategies.

    These seven calculators were hand-selected as the ones MOST helpful to closing business with clients.

    The Presidential Suite includes:

    • The WAM (Withdrawal Account Maximizer)
    • Income Forecaster
    • ProForma (One-page summary of your financial plan)
    • Strategy Analyzer (Easily backcast any index in the industry)
    • Percy (Gives you the weighted annual return of client’s current portfolio)
    • NEWT (Analysis of cost of Mutual Funds)
    • RAFT (Compare risks and fees between two plans)

    If you’d like a personalized tour of our software, we’d be glad to schedule one for you.  Call us at 800-390-9016.

    This package will give you access to the Presidential Suite of CONTROL Calculators for 3 months.

  • Need to submit chips for a custom project or marketing plan? We have you covered!

    Call the marketing department at (800) 390-9016 to get started building your custom product plan and learn how to submit chips for your idea. We recommend that you call us before you select this item. You can also send us an email at APAMarketing@7apa.com.