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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

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Annexus Athene BCA 2.0

Webinar | November 12, 2025 01:00 PM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about Athene BCA 2.0

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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.

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Annuity Discussion with Lincoln Financial

Webinar | November 5, 2025 01:00 PM Central Time Zone

Join this webinar hosted by Lincoln Financial to learn about Partial Roth IRA conversions and Top S&P 500 accumulation strategies.

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Mutual of Omaha Ultra Advantage Fixed Indexed Annuity

Webinar | November 19, 2025 10:00 AM Central Time Zone

Do you have clients who are nearing retirement? Maybe you have clients who need additional options to help solidify their retirement plans? Whatever the situation may be, we want to share more about...

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Knowing the Underwriting Process Helps Advisors Assist Clients

Webinar | November 18, 2025 10:00 AM Central Time Zone

When advisors have knowledge of the underwriting process, they can better determine which life products might be more suitable for their clients. Join Shannon Keller, Assistant Vice President and...

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Ready to Implement a Marketing System?

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

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