Educate Clients. Close More Business. Stay Top-of-Mind.

A done-for-you email nurturing and branding toolkit built for financial pros who don’t have time to market themselves.

Are You An Agent Or Advisor That...

  • Wants to sell more annuities and life insurance without chasing leads?
  • Wants a seamless and systematic way to communicate the benefits of estate and legacy planning, annuities, and life insurance?
  • Wants to stand out from the competition with a polished, professional brand?
  • Needs a way to nurture prospects automatically, even when you're not working?

Marketing Isn’t Your Job - But Staying in Touch Is.

You didn’t become an advisor to build marketing funnels or film TikToks.
You became one to help families make smart financial decisions.
That’s where our toolkit comes in.

If you’re like most advisors, you didn’t get into this business to spend your days writing emails, posting on LinkedIn, or building marketing funnels.

But without a solid marketing presence, you're:

❌ Losing credibility with prospects
❌ Missing opportunities to stay top-of-mind
❌ Leaving sales on the table

Let’s change that... Without adding more to your plate.

See What’s Included in Your Automated Client Education Toolkit below.

Introducing CSI Productions, Brought to You by ePIC Services Company

A quick word from our Founder & CEO...

Our Turnkey (Done-For-You) Client Education Toolkit Includes

$997 One Time Set Up + $97/ Month Subscription

Branded Video Content & Social Presence

 Lead Generation & Client Education

  • Dedicated lead magnet landing page to uncover estate & legacy planning gaps
  • Access to a branded virtual webinar experience for client education and conversion

 

Professional Communication Tools

Advisor Success Tools

This is NOT social media management.
We equip you with branded, expert-created tools so you can stay top-of-mind, without needing to “market” yourself.

 


📅 Schedule a call here 

Join our community of successful advisor partners

This Isn’t Just Marketing - It’s Momentum

If you’re ready to stop guessing and start growing, this is your first step.

No more tech headaches

You won’t have to build pages, figure out integrations, or wrestle with confusing platforms. We take care of everything!

Setup, hosting, and automation, so you can skip the tech stress and stay focused on your clients.

No more trying to figure out what content to create

Say goodbye to staring at a blank screen or scrambling to find the right 'Chat GPT' prompts.

From emails to social posts to explainer videos, everything is professionally written, branded to you, and ready to go. 

No Ridiculous Retainer Fees

No overpriced agency retainers or long-term contracts here.

You’ll pay a one-time setup fee and a modest $97/month subscription that covers your automated tools, ongoing content, and platform support. Everything you need to keep your marketing running smoothly.

Unlock New Opportunities 

Get Our TurnKey Lead Nurturing System today