Client Stream®: The Total Marketing Solution for Agents

Plug into proven exclusive tools and resources designed to fill your pipeline with prospects and help you stay connected with clients.

Build Leads With the Client Stream Platform

Go Beyond Leads to Build a Marketing System

Are you frustrated with relying on lead vendors that don’t deliver? The Client Stream marketing system gives you multiple proven client acquisition channels and a platform to nurture leads and engage current clients. Start building a pipeline of opportunities, not just a list of disposable names.  

What Is the Client Stream Marketing System?

Lead Platform

Get discounted leads from multiple channels in this unique platform that matches prescreened lead vendors with agents. 

Marketing Platform

Manage your website, access customizable marketing content, send email campaigns and post on social media all on one platform.

Multi-Channel Lead Generation*

Data Leads

Fill your pipeline with names from vendors that have been vetted according to quality and compliance standards.

Workshops and Webinars

Fill your appointment calendar and build your brand at the same time with Client Stream’s turnkey workshop programs.

Social Media Leads

Reach your ideal customers with targeted messages that drive leads for multiple products and planning concepts.

Live Transfer Leads

Increase close rates and lower acquisition costs with live transfers of prequalified prospects who are asking for help.

Direct Mail

Increase response rates and reduce cost per lead with tried-and-true direct mail programs that work.

Email Marketing

Nurture leads and drive additional cross-sell opportunities with an email marketing platform and approved content.

*Regulations vary by product type. 

Agents & Advisors Can Access SMS' Marketing Experts

Access to Marketing Experts

Agents often have many of the pieces of an effective marketing plan, but just need someone to help them put it all together. With Client Stream, our team can help you put the pieces together with expert advice on strategies, tactics and best practices.

Explore Upcoming Events

Sign up for this webinar

Nationwide New Heights Select

Webinar | December 10, 2025 10:00 AM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about Nationwide's New Heights Select.

Register Event Info
Sign up for this webinar

Annexus Webinar: Exclusive S&P Launch

Webinar | December 4, 2025 10:00 AM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about this industry-first S&P crediting strategy.

Register Event Info
webinar-placeholder-498x281_3

Ancillary Series: Mutual of Omaha

Webinar | January 13, 2026 11:00 AM Central Time Zone

Attend this webinar to learn about Mutual of Omaha's latest ancillary product offerings.

Register Event Info
woman smiling

Ancillary Series: Guarantee Trust Life

Webinar | January 20, 2026 11:00 AM Central Time Zone

Attend this webinar to learn about Guarantee Trust Life's latest ancillary product offerings.

Register Event Info
webinar-placeholder-498x281_3

Ancillary Series: Aetna

Webinar | January 27, 2026 11:00 AM Central Time Zone

Attend this webinar to learn about Aetna's latest ancillary product offerings.

Register Event Info
Sign up for this webinar

Ancillary Series: Ameritas

Webinar | February 3, 2026 11:00 AM Central Time Zone

Attend this webinar to learn about Ameritas' latest ancillary product offerings.

Register Event Info
webinar-placeholder-498x281_3

Ancillary Series: Wellabe

Webinar | February 10, 2026 11:00 AM Central Time Zone

Attend this webinar to learn about Wellabe's latest ancillary product offerings.

Register Event Info
Sign up for this webinar

Ancillary Series: Cigna

Webinar | February 17, 2026 11:00 AM Central Time Zone

Attend this webinar to learn about Cigna's latest ancillary product offerings.

Register Event Info
Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | January 14, 2026 10:00 AM Central Time Zone

You can’t afford to waste time with tasks that don’t add to your bottom line. Fortunately, Senior Market Sales® offers complimentary enrollment and quoting technology that allows clients to do some...

Register Event Info
Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | February 5, 2026 10:00 AM Central Time Zone

You can’t afford to waste time with tasks that don’t add to your bottom line. Fortunately, Senior Market Sales® offers complimentary enrollment and quoting technology that allows clients to do some...

Register Event Info
Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | March 11, 2026 10:00 AM Central Time Zone

You can’t afford to waste time with tasks that don’t add to your bottom line. Fortunately, Senior Market Sales® offers complimentary enrollment and quoting technology that allows clients to do some...

Register Event Info
Sign up for this webinar

Athene’s Performance Elite: Accumulation Plus Protection

Webinar | December 17, 2025 01:00 PM Central Time Zone

Clients want it all – substantial accumulation and downside protection. Now, you can give them both by offering the Performance Elite fixed indexed annuity (FIA), one of Athene’s top accumulation...

Register Event Info

Ready to Implement a Marketing System?

Talk to a marketing consultant about how you can streamline your marketing efforts with Client Stream.

Let’s Talk
↑