Why Do You Need Marketing Automation

Saves you time

Generate Referrals

Expand your reach

Grow revenues

Better customer trageting

Convert more prospects

Decrease marketing expenses

Statistics don't lie

"Companies that excel at lead nurturing generate 50% more sales ready leads at 33% lower cost."

SOURCE: Forrester Research


"The biggest benefits of marketing automation are saving time (74%), increased customer engagement (68%), more timely communications (58%)"

SOURCE: Adestra


"Relevant emails delivered through marketing automation drive 18 times more revenue than email blasts."

SOURCE: Jupiter Research


Here's what you get:

(Retails at $199 setup fee & $99/month)

A library of thousands of professionally pre-written pieces, as well as dynamic content written by two full time financial copywriters.

Email automation - take all these written pieces and create automated email campaigns to target your database with precise messaging that will move them to act!

Social Media Automation

(Retails at $15/month)

Access an innovative social media dashboard to automate your posts with compliance friendly-content

Stay "top-of-mind" in record time!

Seminar Presentation Packet

($395 to $695 value)

Choose any ONE of the presentation packets (Each package includes ppt, invitation, attendee workbook and script)

Coping with Market Ups and Downs.

Legacy Planning.

Estate Planning and Wealth Transfer.

Financial Planning for Woman.

Asset Allocation and Diversification.

It's Easy to Save for Retirement.

Your Social Security Claiming decision.

The Taylor Method Special Price for ALL 3 items:


(Savings of OVER $1,000)