Fluidless Expansion Marketing Materials
To make it easy for you to reach out to clients and prospects who may be eligible for the express path fluidless expansion program, we compiled our favorite social media and email marketing messages.
Social Media: Advisors can access approved Coverpath social media content in Hearsay and brokers can access it in Gainfully.
Email Templates: Advisors and brokers can access compliance-approved email templates in Gainfully. You can also attach approved video content to these email templates from Gainfully. If you haven’t yet taken Gainfully training, advisors can sign up here and brokers can sign up here.