Emails recipients on their birthday.
Click here for design samples, based on their age.

You also have the option for an automated
physical Birthday Greeting Card mailed for you.
($2.75/mailed greeting card, $2.25 with over 20/mo.)

9 holiday emails: New Years, Mothers Day, Memorial Day, Fathers Day, Independence Day, Labor Day, Veterans Day, Thanksgiving and Happy Holidays.

Automated monthly email with an educational video simpifying a variety of financially related topics, to position you as a knowledgeable guide!

Automated email and social media post, with a video newsletter highlighting the prior month's market activities and a fun theme, with a quarterly version 4 times per year.

Newsletter emailed 6 times per year,
with content for those in and working toward retirement,
plus occasional recipes, fun articles and a brain teaser!

Email sent quarterly to ask about any changes to increase your share of wallet, and remind clients to refer you,
with a form on your FMG website or branded landing page!