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The Centennial GroupApril Firm Meeting
With Margaret Freel
SEI Campaign Generator
• E-marketing option • Multiple campaigns• Contact Management• Automated functions• Pro-active planning• Detailed reporting statistics• E-response capture
Firm Email Campaigns: 3rd Quarter• Campaigns Sent:
September: Life Insurance Awareness Month • Upcoming:
October: Financial Planning Month (2 pieces)• Statistics:
Average Unique View Rate 3rd Quarter: 16.52%Marketing pieces sent 3rd Quarter: 9Average number of recipients/campaign: 4,519Average number of link clicks: 3.29%Email piece highest views: LIAM Take Action 18.29%
E-marketing: Advisor Success Stories
• Contacted by a client that resulted in disability coverage during Disability Insurance awareness month.
• Closed a $500,000 account through a Life insurance review for LIAM.
• Pending $150,000 in AUM coming in due to a Life insurance review for LIAM.