In an industry that’s growing more competitive by the minute, the need for innovative and highly effective marketing approaches has never been greater. Your livelihood rests in your ability to stay in front of a continuous stream of qualified prospects that need the various financial solutions you can provide. To make this possible, PBS offers you an unprecedented selection of marketing capabilities, tools, resources, and strategies.

• The PBS Marketing Toolbox™ - All other things being equal, effective branding and marketing separate the most successful advisors from their competition. Unfortunately, these are often two of the weakest elements of an agent’s practice because they require substantial time and specific expertise that many advisors simply don’t have. Because we know that your success lies in your ability to overcome this challenge, we have developed the PBS Marketing Toolbox™. This incredible resource gives you over 260 professionally designed and completely customizable marketing pieces for every form of media available. Whether you’re looking for multimedia sales presentations, TV commercials, radio spots, billboard and newspaper ads, direct mail, seminar invitations, professional brochures, prestige pieces, newsletters, e-mail marketing, client appreciation events, or a multitude of innovative sales ideas, you’ll find everything you need at your fingertips. With a simple addition of your agency’s contact information, you instantly have professional branding and marketing that reflects your presence as the dominant trusted advisor in your area.
• Income Planning Advisor™ - Over the course of the next two decades, 76 million Baby Boomers will retire with over $24 trillion in retirement assets. After years of growing accustomed to a regular income, they will be faced with the enormous challenge of wisely managing the lump sums they’ve accumulated throughout their earning years. Their greatest concern? Outliving their money. The Income Planning Advisor™ program gives you the resources necessary to position yourself as the specialist ready to meet your Boomer clients’ greatest need – creating a retirement income they cannot outlive.
• IPA dreamware™ - Do your clients have 'plans' for retirement?  Do you ever notice that though they may have those ideas in their minds, the plans never seem to make it onto paper?  IPA dreamware™ - the industry's premier financial planning software - allows you to quickly explore your clients' current strategies and definitively determine where those plans will lead them.  This powerful resource lets you paint a clear retirement picture for your clients and then allows you to suggest necessary adjustments that other advisors don't even know need to be made!  IPA dreamware™ is easy to use, simple to understand, and absolutely free to partnering advisors through the Income Planning Advisor™ Selling System at PBS.
• Brand New™ – Retooling Your Image  - In addition to the PBS Marketing Toolbox™ and its host of customizable contents, PBS also offers custom design work and all–inclusive branding campaigns. Available to qualifying producers, the Brand New™ - Retooling Your Image program includes an on-site needs analysis from the PBS Marketing Team and subsequent development of a comprehensive custom advertising package. The components of this package reflect the highest level of professionalism, bearing your photographs, your message, and your unique value-add to prospective clients.
• Tips from the Top™ - Whether you’ve been in the business 25 minutes or 25 years, the wisest producers understand the incredible value of having experienced mentors. Years of costly trial and error can be avoided simply by having access to those that have already achieved enormous success in their own individual markets. Tips from the Top™ gives you access to the collective wisdom of our largest mega-producers as they share exactly what they’ve done to position themselves as industry giants.
• College Funding Solutions - All across America, parents are facing one of the largest financial obstacles they’ve ever encountered – covering the costs of their children’s higher education. The College Funding Solutions program positions you as the trusted advisor holding the unbelievable solutions to this financial challenge. An incredibly cost-effective marketing strategy, this program meets one of your clients’ most immediate needs and provides a unique service that virtually no other advisor can offer. Because of its one of a kind nature, this particular marketing strategy provides a much higher than average referral rate, significantly increasing the number of clients and sales generated by using it.