Course curriculum

  • 1

    You Commit to Motiv8, We commit to you!

    • 2022 Marketing Commitment Plan

    • Facebook Seminars

    • Motiv8 Onboarding packet 2021

    • Carriers Selections

    • Social Media Package M8

    • Digital Webinar Packages - M8 2020

    • SME Premium Flyer -M8

    • IUL Expand Your Reach - Digital Program Flyer - Motiv8

    • Autom8 Flyer -M8

    • Example advisor recruiting email

    • M8 Tiers

  • 2

    Video Training with Cassie

    • Webinar with Sean Crowley 3/29/2021

    • Webinar with Michael Corrada 3/31/2022 at 11:00am

    • Call with Michael Haney 4/7/2021 at 1:00pm

    • Webinar with Martin Duggan 4/8/2022 at 12:15pm

    • Webinar with Justin Dodson 5/10/2021 at 10:00am

    • Webinar with Thomas Law 5/24/2021 at 10:00am

    • Webinar with Rozanne Barone 9.30.2021

    • Webinar with Steven Kanner 10.7.2021
  • 3

    Advisor Budget/Marketing Dashboard Review with Cassie

    • Mark Lee 6.1.2021

    • Sean Wheelus 7.13.2021
  • 4

    Portal Review

    • Robert Frietas 6.14.2021

    • Mynor Ramos 6.14.2021

    • My Marketing Pass training with Ashley
  • 5

    Websites for research

    • Website URL
  • 6

    Microsite

    • Rich Font - Director of Member Success

    • Example email sent to collect data for Micosite

    • Microsite 8.2.2022 - Meeting with Michelle Parker