Merrill Cash Balance Program In-A-Box
Designed to Help You Create, Advance, and Close New Opportunities
Campaigns At-A-Glance | Advisor Campaign | WBS Campaign | Campaign Content
We created ready-to-use campaigns to help you deepen relationships with Merrill and win business. Access pre-written content about the impact of cash balance plans. Simply click on any item on the calendar to access the corresponding email, call script, or LinkedIn post, and share via Outlook, phone call or LiveSocial.
Key Points:
Content is Merrill approved and based on effective sales strategies.
Copy is suggested; use as-is or tweak based on your relationships and personal style.
Campaign timeline is flexible; adjust frequency as needed.
Merrill Cash Balance Campaigns At-A-Glance
Advisor Marketing Campaign
Advisor Campaign Strategy
Log into LiveSocial to subscribe to Merrill Cash Balance Social Channel.
Advisor Marketing Campaign
Advisor Campaign Strategy
Log into LiveSocial to subscribe to Merrill Cash Balance Social Channel.