20062007 Marketing Plan Tactics

1
2006-2007 Marketing Plan Tactics
Financial Advisor Recognition
SMART529 is issued by the West Virginia College
Prepaid Tuition and Savings Program Board of
Trustees and is administered by The Hartford Life
Insurance Company.
HART 092607
2
2006 2007 Recognitions

• Two step program based on multiple year State
  recognitions
• First year of plan manager recognition

3
SMART529 Honor Roll

• Who West Virginia Treasurers Office
• What SMART529 Honor Roll
• Why Show appreciation to top performing
  financial investment professionals across WV

4
SMART529 Honor Roll Awards
5
Results Lessons Learned

• Great feedback from Financial Advisors
• Fosters friendly competition between firms
• Media attention on program
• State - Financial Advisor relationship builder

6
Community Connections Program

• Program initiated by Hartford Life
• Honor Roll Financial Advisors invited to
  participate
• Savingforcollege.com 529 Pro Solutions
  subscription
• Exposure in front of key audiences
• Participation at events across state
• Info tables at family oriented events sponsored
  by SMART529
• Presentations at Parent-Teacher meetings and
  Kindergarten orientations
• Continuous communication between Financial
  Advisors and Hartford Life regarding SMART529

7
The Essentials Communications

• Communications for 10 minutes in front of the
  PTA NASD approved
• Power Point
• DVD