Celebrations:
Happy Birthday
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.)
Celebrations:
Holidays
Let your clients and prospects know you're thinking of them all year long with professionally designed holiday emails, based on your holiday choices and religious preferences. 
Financial Know How:
Video of the Month
Automated monthly email with an educational video simpifying a variety of financially related topics, to position you as a knowledgeable guide!
Market Insights
Monthly/Quarterly
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.
Lifestages:
55-65: Retirement Insights
Newsletter emailed 6 times per year,
with content for those in and working toward retirement,
plus occasional recipes, fun articles and a brain teaser!
Client Nurturing:
Seasonal Check in & Referral Form
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!