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Automated Marketing Platform

Discover the effortless path to transforming leads into substantial annuity clients with AMP. Don't let time constraints, a lack of a proven process, or an inexperienced IMO partner hinder your success. Our program is designed to uncover existing opportunities that you may not have the time to cultivate, ensuring you don't miss out on potential untapped business. Unlock the full potential of your leads and existing client base with AMP.

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Automation

Automation within this platform helps agents by streamlining repetitive tasks such as follow-ups, appointment reminders, and client communications. This ensures agents can focus on high-priority activities while maintaining consistent engagement with clients and prospects.

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Emails

Send automated monthly emails covering a range of topics including annuities, tax insights, estate planning tips, and more, ensuring you stay informed and empowered to make sound financial decisions.

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Texts

Our platform offers opt-in messages, personalized birthday greetings, holiday messages, and regular "how can I help" messages throughout the year, ensuring a seamless and engaging communication strategy.

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Content Generation

Utilize a dynamic combination of videos, email newsletters, and text messaging to keep your clients engaged and informed. Our continuous content generation ensures that your clients never face unanswered questions or confusion, fostering strong relationships built on trust and clarity.

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This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Please note that Forward Strategies Insurance Brokerage, its affiliated companies, and their representatives do not give legal, tax or Social Security advice. Encourage your clients to consult their attorney or the Social Security Administration via their local office or online at ssa.gov.

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Financial Professionals should follow the applicable state requirements and approval requirements of the carriers they represent and their broker/dealer and registered investment adviser, if applicable.

For agent use only.

© 2021, Forward Strategies Insurance Brokerage

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