Personal & Digital Brand
These approved social platforms allow agents to have an online presence, share content, make connections and get referrals, as well as enhancing SEO.
Facebook, LinkedIn, X
This prospecting strategy - when executed properly - generates a continuous flow of warm introductions to qualified prospects from a single source.
Center of Influence
This BGO benchmark recognizes the need for clients to do planning several times over their life-span, as well as the advisor's obligation to promote proper planning.
10% Resale
This feature in Sales Central allows an agent to give another agent access to client records - individually or in groups.
Sharing
This strategy provides agents with an extended marketing team - people who are promoting your business and making connections to consumers.
Networking Groups
This referral strategy helps advisors get more referrals that match their "ideal client profile"
Cloning Your Best Clients
This feature in Sales Central allows agents in teaming relationships to give teammates full access to client and prospect data.
Partnership
These digital assets give advisors a branded online presence with the opportunity to capture leads and enhance online search rankings.
Agent Page + Fusion Websites
This group of strategies - including advertising, sponsoring and volunteering - allows an advisor to become "locally famous" in a particular area.
Community Marketing
Mailed 3x per year, these allow advisors to remain top-of-mind with clients and prospects
This important program allows for the orderly transfer of clients from one agent to another agent(s) upon retirement, disability or death - or during transition.
Succession
This company-sponsored program provides agents with a variety of approved ads, videos and digital tools to customize and use for personal branding.
TAG Personal Branding
Hosted by agents, the G.O. or the Home Office, these sessions offer a way to engage clients/consumers and provide a value-added service.
Educational Webinars
This teaming program allows established agents to leverage the skills and capacity of newer agents to capitalize on new business opportunities.
Junior Agent
This branding strategy allows an advisor(s) to create a separate business identity - without losing their affiliation with New York Life, NYL Sec and Eagle.
DBA