PLANS WE OFFER

Let us take the guesswork out of which marketing plan is best for you and your agency. Click below to schedule a quick chat with our experienced team to get you started on elevating your marketing presence TODAY!

Peak

$300 per Month

Tymbak - CRM

Full-featured client management and marketing-oriented CRM. More than just a digital Rolodex. MAD allows you to store all details of the client, prospect, service provider, and planning partner’s data while keeping track of contact events. It allows you to put your marketing effort in high gear by giving you a platform to automate messaging to keep you in a front-of-mind position with your clients and prospects.

VISUAL AUTOMATIONS

Use Tymbak’s drag & drop visual workflow builder to easily create powerful workflows that automate your repeated marketing tasks.

CHAT TEXT TO APPOINTMENT

Using advanced Artificial Intelligence technology, improve your marketing reach by allowing your clients and prospects to receive texts that give them a direct channel to your appointment calendar. Position yourself using cutting-edge technology and never miss an opportunity to connect with a client when they feel most inclined to seek your services.

CALENDAR LINK

Begin using a full-featured calendar link to give your prospects, clients and planning partners access to joining your calendar any time you have available. This link is NOT the free version that never seems to sync properly. Putting this link into play is a game changer and a ‘must add’ to all your marketing communications.

EMAIL MARKETING & MESSAGE TEMPLATES

Using the automation tools built into Tymbak, and pre-written email marketing scripts, you’ll be about to automate outreach in as many directions as you want. Sending emails to prospects regularly allows you to deliver value-added content keeping you at the front of the line when they finally reach a point where they genuinely need your help. Sending email to customers keeps you ‘in the room’ as it relates to financial discussions so that you’ll never be the absent advisor vulnerable to losing clients to the latest and loudest voice that comes along.

PRE-BUILT CAMPAIGN FUNNELS

Pre-built campaigns have already designed and created landing pages, emails, texts, calendar links, and forms to help you get the most of your campaigns.

LANDING PAGE TEMPLATES

Choose from several landing pages that can support your marketing efforts and deliver a customizable solution that makes you stand out. Whether it’s Life, Investments, Long Term Care, Planning, 401k plans, or Group Benefits, your marketing campaigns will be instantly elevated with a quality, user-friendly landing page.

UNLIMITED CONTACTS

Some CRM services limit how many contacts you can put into their system. There is no limit here. Build as many niche segments as you like and never lose track.

WEBSITE HOSTING & MAINTENANCE

You will realize savings immediately by allowing us to provide secure and reliable hosting of your website. This also includes ongoing maintenance of your website. This does not include future updates or content additions, or subtractions.

VOICE CALLING

Tymbak can be programmed to integrate with many phone systems allowing you to make calls directly from the CRM, adding efficiency and detail to your phone activity. Using phone integration will make it easier for you to keep notes from meaningful phone conversations so you’ll never be lost trying to remember what your last discussion covered, and that prepares you infinitely more for your next call.

SOCIAL MEDIA PRESENCE

Make the most of your professional social networking. Expand your online presence by building a solid, top-to-bottom profile that accurately and succinctly communicates your distinct added value to anyone who visits you online.

WEBMAIL

Reliable email has become as important as your phone line. In this business, secure email has become even more critical. Integrating webmail with your website will keep your marketing effort consistent and your online presence seamless.

SOCIAL MEDIA CONTENT & POSTING

It’s not enough to be present online. Original high-value content and regular posting are vital to a diverse messaging strategy that reaches your desired target audience. You’ll receive Done For You social media postings every week. (LinkedIn and Facebook)

VIDEO SCRIPTS

Want to produce your own videos? Use our pre-written video scripts to shoot your own videos and build your online and web-based presence. Whether you post on YouTube, Rumble, or any other video hosting service, you can use these short and powerful scripts to achieve your production goals.

EMAIL SIGNATURE

A personalized email signature line provides branding and consistency. It will include specialty disclosures (or accommodate the disclosures from your BD). A professional signature line is essential to establish your credibility with prospects. It will include all available contact information. Choose from 3 different templates.

Pinnacle

$750+ per Month

Includes all of Peak + the following

SOCIAL MEDIA DIRECT MARKETING/DATABASE DEVELOPMENT

Using automated software, MAD Link, to expand your reach on the world’s largest professional networking site…LinkedIn. Done For You, completely sequenced to reach your market.

BRANDED VIDEO

It’s no mystery that we’ve become a ‘video-facing’ society, and APG Marketing wants advisors to stand out in this area too. Your videos are customized with your logo and contact information. You’ll also have the opportunity to build more videos.

VIRTUAL ASSISTANT ACCESS

You don’t always need a full-time assistant, and sharing one with our team is a great way to get help when you need it without a significant commitment to someone. If you have tasks you need help with on an irregular basis, you’ll be able to get that help for only $15 per hour. (Billed in 1-hour blocks)

TRAINING COURSES

Access to a variety of training courses.

250, 500, 750, OR 1000 TARGET CONTACTS / MONTH

It’s not enough to have a message to send. You need to be able to send them to people who fit your target audience. Build your data set every month with the APG Marketing tools. Available: 250 ($750), 500 ($1250), and 1000 ($2250) contacts per month.
Our contacts program not only brings names and contact information from your target audience but also delivers prequalified, interested annuity leads directly to your phone every month. Additionally, you’ll receive form leads from other interested annuity shoppers. What could be better? Ask for more details.
Set up Fee:
It’s easy to begin! We charge a one-time set-up fee equal to your monthly payment. This covers all the back-room technology things we’ll set up for you. After that, you pay the monthly Peak or Pinnacle fee, depending on your choice.

Elevations

TEMPLATE WEBSITE

$300

Choose a new website design from our template library.

CUSTOM WEBSITE

$1500 - $3000

Take the next step in establishing your digital marketing presence by working with our web designer on a customized website. If the standard template does not give you the look you seek, you can work directly with our web designer to give you a unique site. You can add landing pages, video pages to show off your videos, or any other customization you’d like to build. Email us for more details at APGteam@yourapg.com

MEDIA AUTHORITY

$2000-5000

We will publish a press release on your behalf in major media outlets like FOX, ABC, NBC, MarketWatch and others. This will bring massive exposure and the ability to cite these outlets in marketing.

VANITY CALENDAR LINK

$100

The more you personalize your messages, the stronger they’ll be. Using the standard calendar link will be operationally acceptable, but it’s not customized to you. We can help you choose and implement a vanity link that will look like you’re serious about connecting with your prospects.

ARTISTIC SIGNATURE LOGO

$75-150

Customize your signature line with an artistic rendering of your own personal signature. Add personality to the most boring part of every email ever sent. A custom signature will set you apart from your competition and make your emails memorable.

PODCAST PROGRAM

$500/MONTH

Reach your target audience in the fastest-growing delivery platform available. We will edit, publish, and deliver your content in a Podcast format. You record; we do the rest.

CLIENT NEWSLETTER

$99/MONTH

Communicate with clients every month from a variety of relevant subject matter. Choose the topics that matter the most to you and your clients, and we’ll help you get the word out.
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