Manual Optin to Marketing Emails

This is a place where you can manually subscribe people to our email marketing lists.

Team Lists
New Client Onboarding

Build rapport with your new clients and separate yourself from the rest of the other financial companies. This email sequence will help navigate your clients to your admin team, how to get setup on the Primerica Client portal site and AGF.com and more!

Register Someone to Upcoming Career Night

Manually add someone you want to invite to the upcoming Career Night. Once you register them, they will get a series of 7 emails leading up to the date of the event. This will keep them engaged and will improve your show up rate.

Anthony's Lists
Subscribe to Money Support Newsletter for Nurses

Manually add someone to the Money Support Newsletter Series geared specifically to nurses and other healthcare professionals.

This is an ongoing series and you can onboard prospects onto this list by offering one of two lead magnets: "9 Money Tips to Avoid Financial Burnout".

The goal of these marketing emails is to give content first and then build rapport in with your readers and and convert them into appointments over time.

Subscribe to Healthcare Money Series

Manually add a new prospect to the Healthcare Money Series geared specifically to nurses and other healthcare professionals.

This is an ongoing series and you can onboard prospects onto this list by offering one of two lead magnets: "9 Money Tips to Avoid Financial Burnout" or “4 Steps To Cut Your Monthly Bills By $400". 

The goal of these marketing emails is to build rapport first with your readers and and convert them into appointments over time.

Subscribe to Become a Financial Guide for Nurses

Manually add a new prospects to this series if you want to hire nurses on your team to help others nurses with their finances.

You can onboard prospects onto this list by offering them to watch an 18-minute explainer video that reveals what they'd be doing on your team working as a financial guide.

The goal of these marketing emails is to build rapport in with your readers and and convert them to set a Discovery Call with you.

Leo's Lists
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