Marketing Systems and Programs

AMS offers a wide range of marketing systems designed to get you in front of more prospects. Each of our systems was developed by actual AMS Producers. Our systems have been field-tested, fine-tuned and have been proven to deliver results. Which AMS marketing system will work best for your business?

Seminar Marketing Systems
Smart Ideas®
AMS’ famous workshop system is designed to position you as the local expert on retirement strategies. This comprehensive system prepares you to present in front of groups of prospects and covers the important topics that are challenging the financial futures of today’s Seniors and Boomers. Smart Ideas features mail pieces designed specifically for this system. Practical Retirement Strategies
This Seminar System touches on many topics and appeals to a wide audience. The system is designed for those as young as 45, who are still several years away from retirement, to those well into their 60s and 70s, who are likely already retired. By Women, For Women
As the title suggests, this system will help you educate and empower women about financial issues they may face at some point in their lives. By Women, For Women covers 10 financial myths that commonly keep women, regardless of age or marital status, from establishing their own financial security. By Women, For Women features mail pieces designed specifically for this system. Questioning Conventional Wisdom
This seminar marketing system is designed to address the issues and concerns facing America’s Baby Boomers as they approach retirement. Generation Innovation

Direct Mail/Lead Generation Marketing Systems
LeadDynamics®
Our turnkey, cost-efficient approach to identifying new prospects. This direct-mail system helps you obtain leads, offer complimentary consultations and ultimately close more business.

Sales Systems
Circle of Wealth
This is a unique selling system designed to enhance your life insurance sales. Created in 1994 by Don Blanton, this is one of the few sales tools available in the financial services industry that was written specifically for the client. Learn more about Circle of Wealth. [insert link]

Appointment Setting Incentives
Tuition Rewards
This program allows parents and grandparents to cover the cost of rising tuition, for designated children, at a number of America's colleges and universities.

Relationship Marketing (client retention, referrals, partnering, networking, etc.)
AMS Profit Builder
Based on the Client Relationship Scale, this marketing system focuses on the power of relationships to help your business run more efficiently and let your clients be your biggest fans. MultiTouch™ Marketing
This is a complete turnkey program designed to keep you in touch with your clients and prospects. Mailings are sent out periodically to a list of people you have designated as recipients. The simple process of regular mailings can have a huge impact on repeat sales and referrals just by reminding your clients that you are thinking of them—and that can have a huge impact on your bottom line. Business Brander®
This system helps you tap into the power of your existing client base. With this system, you can retain more clients, inspire repeat business, generate a continuous stream of business and acquire valuable referrals. This system also has a partnering component. Worksite Education
Would you like to reach a captive audience of like-minded people with a seminar system that is extremely economical? The solution may be Worksite Education. You will learn how to hold seminars on-site at local offices and businesses. The system covers important areas such as getting your foot in the door, dealing with HR representatives and what kinds of presentations tend to succeed in a worksite environment. Professional Partnering
We have developed programs and tools to help you partner and network with:

  • Tax Professionals
  • Credit Unions/Independent Banks
  • Educators
  • Reverse Mortgage Professionals
  • Veterans Groups
  • Guest Speaking (clubs, organizations)
  • Pennsylvania Association of Community Bankers (PACB)

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