The Centennial GroupApril Firm Meeting

With Margaret Freel

SEI Campaign Generator

• E-marketing option • Multiple campaigns• Contact Management• Automated functions• Pro-active planning• Detailed reporting statistics• E-response capture

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

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.