National Association of Estate Planners and Councils

Marketing and Website Design Services


Ahrens Technologies, LLC, Innovative Website Solutions

Ahrens Technologies is a market leader in developing websites for estate planners. Clients include hundreds of law firms serving the estate planning needs of seniors and families, large estate planning membership organizations, and non-profit organizations serving our communities. The common thread of all of our clients is their commitment to serving and enriching the lives of their community.

Our unique website development process ensures that our clients are always communicated with and their goals for the website are exceeded. Common features of our websites include:

  • Integrated Blog Page
  • Custom E-Newsletter Delivery
  • Event and Seminar Management
  • Secure Client Document Storage

For a complimentary website review and to learn about our significant discounts for NAEPC members, Call 434-485-7856 or visit www.ahrenstech.com and complete the contact form for more information.

NAEPC members are eligible to take advantage of a 25% discount on pricing.  Call 434-485-7856 or visit www.ahrenstech.com and complete the contact form for more information.

02/15/17
 

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BAU Print & Mail Inc.

BAU Print & Mail specializes in full service seminar marketing.  For the last 22 years, the firm has been focused on helping its clients grow their business. They know the importance of expanding your client base and the challenges this goal presents.

BAU is here to make your job easier. They have the experience needed to get your dinner seminars filled with qualified prospects that you can meet in a casual setting and handle all aspects of your seminar planning, including: leads, invitation design, printing, mailing, and RSVP services.  With seminar topics ranging from estate planning, social security, retirement, to taxes, long term care and many others, BAU Print and Mail successfully markets all types of seminars. 

What they do:

  • Free Seminar Coaching.
  • Design and mail custom invitations and tickets for each seminar.
  • Provide targeted mailing list with our List Management System.  (Radius, Age, Wealth Estimate, and Home Value)
  • Manage incoming reservations and making outgoing reminder calls.
  • Reservations can be made online, QR Code or by calling your individual 800 number.
  • A live receptionist is available 24/7 to take reservations.
  • Daily access is given to our website to check attendance.
  • All printing is done in-house and can accommodate a quick turn around.

Download the BAU Print and Mail Informational Flyer to Learn More

BAU is offering NAEPC members a $.02 discount as well as 11% off your first seminar.    To take advantage of this offer, please contact Melissa Schlesinger, MBA to get started at melissa@baumail.com or 910-343-0512.

08/25/21

 

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FinancialAdvisors.com

FinancialAdvisors.com is a leading source of information for consumers seeking an independent financial advisor. Our videos, blogs, and podcasts provide consumers with knowledgeable content about the wonderful world of money. 

For Advisors, the platform offers:

  1. Premium profiles, a 50+ data point informational account of the financial advisor that includes personal and professional data, photos and videos, social media sites, website information, and just about anything else a consumer would be interested in knowing when choosing their financial advisor. Please click here to view an actual profile.
  2. Turnkey Advisor Marketing Systems (TAMS), which consists of reputation management, automated lead generation, and local SEO dominance.
  3. Website Solutions packages that include a website as a service option, and both starter and custom-made WordPress sites. 

TAMS marketing packages work in sync with Premium profiles giving an advisor a very powerful way to market their services to consumers.  We are the only marketing company in the financial services industry to offer such an integrated plan to assist advisors in building their business.

NAEPC member pricing is $15.95 per month for a Premium profile (paid annually), compared to the regular fee of $19.95 per month.

For more information regarding Premium profiles and Advisor Marketing Services, please call 888-689-9650 and speak with Ken Tucker, making sure to indicate that you are a member of NAEPC and should receive the discount.

09/01/21

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LeadingResponse - Smarter Client Acquisition for Better Business Results

Leading Response is the largest data-driven marketing services company, providing targeted print advertising, social media marketing, and digital advertising to boost client acquisition for estate planning attorneys. 

Having marketed close to 600,000 consumer-focused events, the Leading Response seminar event marketing program has generated over 17,500,000 consumer reservations and 800-1,200 campaign mailings per month.  The success of the Leading Response social media event marketing is fueled by a second-to-none "look-alike" database of over 112 million consumer contacts.  Because of this, clients are assured to get in front of the qualified prospects in their area who need their services.  The Leading Response team prides itself on not only having unique industry insight from 25 years of event marketing, but world class consulting and customer service as well.

NAEPC members and members of affiliated councils are eligible for a discount on direct mail marketing programs through September 30, 2021.  To learn more contact Josh Danielson, making sure to mention NAEPC.

Josh Danielson, National Marketing Consultant
P 813-885-8231 | F 813-889-4524
joshd@leadingresponse.com

07/06/2021

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MileMark Media, LLC

At MileMark Media, we exclusively build law firm websites. We utilize our extensive industry knowledge, incorporate dynamic strategies from our dozens of studies on optimizing conversions and implement best practices that support our findings. We are the best of both worlds when it comes to internet marketing and legal marketing, let us build you the perfect law firm website.

MileMark Media offers NAEPC members a 10% discount on all website and marketing packages. Use discount code “NAEPC” or mention you came from the NAEPC website when contacting us to receive the discount. We have worked with numerous estate planning law firms to grow their business, contact us today at https://www.milemarkmedia.com/contact/ or by emailing Vincent M. Tittel directly at vince@milemarkmedia.com.

08/14/19

 

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The Merrill Anderson Company

The Merrill Anderson Company has been creating compelling, inexpensive financial and estate planning communications for 80+ years.

Customers include trust departments within banks, trust companies, RIAs, broker-dealers, and attorneys.

NAEPC members are eligible to receive an exclusive and substantial discount for the Estate Planning Update email campaign, a bi-monthly e-newsletter with insights about what’s happening in the estate-planning field (largely talking about recent legislation). Copy can be provided to drop into an existing template, or the firm can handle the template creation in your brand architecture and take care of the emailing process!

Merrill Anderson will provide a significant discount, 66%, to NAEPC members on the content license, and a 50% discount on the template setup fee if the user would like the company to handle email distribution.

Contact Sirvydas Vebra at svebra@merrillanderson.com or 203-377 4996 ext.103 and mention you’re an NAEPC member to receive samples of the latest issue and more information.

Visit www.merrillanderson.com to learn more about Merrill Anderson and their other products.

02/15/17

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Zola Creative Media

The Proven Leader in Online Marketing for Estate Planning Attorneys

Since 2007, Zola Creative has helped hundreds of estate planning law firms build a powerful and highly effective online presence. We take a holistic approach to online marketing, offering a full suite of services designed to help you build a powerful web presence that not only attracts new visitors but converts them into paying clients.

NAEPC members receive $500 off the design fee of a custom website or ongoing marketing plan.

We invite you to visit our website, www.zolacreative.com to explore these offerings or contact us at 877-269-0076 for a full product demonstration to learn how our experience and user-friendly tools can propel your practice. Simply tell the sales representative that you are with NAEPC to receive this great member benefit.

11/22/19

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