1. The Centennial Group
April Firm Meeting
With Margaret Freel

2. SEI Campaign Generator
• E-marketing option
• Multiple campaigns
• Contact Management
• Automated functions
• Pro-active planning
• Detailed reporting statistics
• E-response capture

5. 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: 9
Average number of recipients/campaign: 4,519
Average number of link clicks: 3.29%
Email piece highest views: LIAM Take Action 18.29%

6. 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.