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Client Stream® — Stay Connected and Go Beyond

What’s New?

Not only is our Client Stream Marketing Library free for you to use, but we are constantly updating our collection of materials. We understand the hardest part about having consistent communication with clients and prospects is creating content. That is why we strive to give you a range of compliant marketing materials, readily available when you need them most.

There’s a ton of new materials in the Client Stream Marketing Library, but here are a few that we think may interest you!


Video TemplatesCustomizable Video Templates

These videos highlight the basics of Social Security, a comparison of Med Supp and Medicare Advantage, and Part D Plans, and reassures the audience that you are here to help. There are customizable screens for you to add your contact information and logo. Included in the download are video example links, the video template links, and step-by-step instructions for how to use the video templates.


This collection includes marketing pieces you can use to generate interest in MYGA products.



Social Security Guide2024 Social Security Consumer Guide

This informative guide can help your clients and prospects better understand social security benefits and some of the questions they should be asking and thinking about as they get ready to initiate a claim on their Social Security Benefits.


Interested in seeing all of our new content this year? Fill out the form to connect with a marketing consultant for more information.


Marketing Tip

How to Claim Your Business and Location on Google
Claiming your Google business page is crucial for advisors and agents, like yourself. It helps boost online visibility, increases trust with potential clients, and enables you to manage and update your business information easily. Learn how to claim your business on Google to start attracting more prospects.

Bonus — Your clients can leave reviews on your page!

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