Agent 365 CRM
New nurture campaign: Annuity Campaign now live
August 8, 2026
A 39-day email nurture campaign for annuities and fixed index annuities (FIAs) is now available. It educates contacts on annuities as retirement income tools and moves them toward a scheduled appointment, with an educational, low-pressure, consultative tone throughout.
What's New
- New "Annuity Campaign" tag added to a contact triggers an 11-email sequence over 39 days.
- Sequence stops automatically if the tag is removed or the contact replies to any email.
- Every email ends with a "Schedule a Conversation" CTA button — no hard sells.
Summary
- Day 1: Introduction to annuities and why they matter for retirement income
- Day 4: How annuities work (contract setup, accumulation, income)
- Day 7: Annuities as one piece of a broader retirement income strategy
- Day 11: How FIAs balance growth potential with market loss protection
- Day 15: Where FIAs fit within a retirement plan
- Day 19: Managing market risk with insurance-based products
- Day 23: Connecting annuities to the contact's personal goals
- Day 27: Optional riders (income, LTC, death benefit, return-of-premium, etc.)
- Day 31: Annuities are customizable, not one-size-fits-all
- Day 35: Recap of key insights from the campaign
- Day 39: Final push and invitation to take the next step with agent guidance
How it works
- Trigger: "Annuity Campaign" tag added to a contact in the CRM.
- Cadence: sent immediately, then Day 4, 7, 11, 15, 19, 23, 27, 31, 35, 39 (every 4 days after Day 7).
- Stop conditions: tag removed, or contact replies to any communication.
- Key themes: tax-deferred growth, structured income, market protection, no-obligation review, agent as advisor not salesperson.
More Detail
- For more detail, go to the Annuity Campaign Workflow on the left side: https://ac.mlbenefitsco.com/crm/agent-communication-automation-flowchart/