Submit Your Own Marketing Plan

AEP CoOp Form

First Name *

Last Name *

Email *

Phone *

We can’t wait to hear your idea to grow your business! Fill out the fields below and we’ll be in touch soon.

Have you already created a marketing plan?

Type of Growth Opportunity?

Describe the Other Type of Growth Opportunity

List a clear set of objectives for the proposed campaign. *

EXAMPLE: X leads generated, Y attendance to event, Z lead close rate/number of apps generated.

Total Expected Cost? Include a breakdown of expense estimates. *

EXAMPLE: Agent will order 125 Medicare Supplement T-65 leads from XYZ Leads over 10 weeks costing $25/lead in St. Louis County, MO. Since the leads cost $25 x 125 leads ordered = $3125 in total lead spend.

List any other organizations providing support for this plan (ex: carriers, community orgs, etc.) AND what support they provide (financial, free space rental, etc.).

Outline your follow-up plans post campaign. What will you do to make this successful? *

EXAMPLE: I will follow up a minimum of 7 times per lead via phone and email.

State a production commitment based on the campaign scope and size. *

EXAMPLE: The goal is to close 20% of the leads which will result in 25 sales with products through Senior Marketing Specialists.

Please submit your marketing plan along with an up-to-date W9 with your request.

Click here for a blank W9.

Please submit an up-to-date W9 with your request.

Click here for a blank W9.

Upload Your W9 and Marketing Plan Here

Maximum file size: 314.57MB

Upload Your W9 Here

Maximum file size: 314.57MB

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Disclaimer: agents must be certified, ready-to-sell, and have submitted marketing materials for compliance approval before participating in this program.