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Field Marketing

Your go-to resource for marketing support, tools, and insights. This space is designed to help you streamline outreach, strengthen relationships, and drive results. Continuously updated, it evolves with your needs—while we will provide updates, be sure to bookmark it and check back often for the latest resources and tools.

Resource Libraries

Wholesaler Toolkit

Your go-to toolkit for quick access to key resources and marketing materials. Find what you need, when you need it—no searching required.

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Email Library for Personalized Sends

A collection of templated emails designed for personalized outreach. Choose from a variety of messages, and we’ll send them on your behalf.

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Field Leader Training Materials

A library of recordings exclusively for field leaders, including Train the Trainer sessions, Quarterly Competition Updates, and other key trainings.

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Compliance-Approved Slide Decks

Access a collection of ready-to-use slide decks designed for use with your financial professionals.

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Campaign Resources

A central hub for assets from ongoing, current and past campaigns. Access injection forms, reference emails, and track results from completed initiatives.

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Sent Email Reference

A library of past emails sent on behalf of field leaders or regions. Quickly reference previous communications without the need to dig through your inbox.

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Field Marketing Spotlight

Explore monthly success stories highlighting effective strategies, standout campaigns, and best practices from across the field.

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Email Signature Banners

A collection of banners to easily copy and paste into your Outlook email signatures.

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IFN Monthly Call Slides

Missed the call or want to revisit key takeaways? You can now access the latest IFN Monthly Call slides here.

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2025 Marketing Roadmaps

Access marketing roadmaps to stay aligned with upcoming campaigns, key initiatives, and important dates.

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‘Life Matters’ Podcast & YouTube Assets

Quick access to 'Life Matters' podcast episodes and YouTube videos.

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Advanced Sales Assets

A collection of materials, including CE decks and the Go, Wait, Stop Guide, to support your learning and FP conversations.

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Microsoft Bookings Resources

Microsoft Bookings is a scheduling tool and appointment management system. Here you will find resources to help you get started!

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Workshop Materials (coming soon)

Presentations on key topics designed to support your success in day-to-day sales and marketing efforts.

Coming soon

LinkedIn Library (coming soon)

A library of compliance-approved posts ready to copy, paste, and share with your LinkedIn network

Coming soon
Additional Resources
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Field Marketing Support

A flyer detailing the many ways the Field Marketing team can collaborate with you to drive success.

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Frequently Asked Questions (FAQ)

Common questions and answers related to the Sales Support Hub and field marketing resources.

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Guides & Manuals (coming soon)

Guides and videos on using the resources effectively.

Coming soon