Marketing Products and Services

Our marketing programs and capabilities are extensive, but remember, our Alliance Partner will take the lead on developing and implementing all your marketing activities.

These activities include:

Promotion of your firm*

  • Stationery and Business Cards
  • Announcement Letter
  • Press Release
  • Firm Capabilities Brochure
  • Newsletter
  • Marketing Letters
  • Personal Web site**

Client Evaluation
Clients are evaluated based on both the opportunity they offer to your firm as well as how they will best benefit from your growth objectives.

Client Relationship Development*

  • Telephone scripts
  • Client Referral Programs
  • Client Appreciation Events
  • Educational Seminars
  • Newsletters
  • Client Survey

Now find out about our Turnkey Implementation of these programs

*Marketing materials relating to HTK or Penn Mutual business are subject to compliance department review and written approval prior to use.

**Web site approval is contingent upon the use of HTK approved web site vendors.