Introducing AcquireUp, a premier event marketing platform approved and available for your practice!
As an ESI Rep or Advisor, you may be familiar with White Glove, an already approved seminar marketing platform. Now, White Glove and Lead Jig have come together under the AcquireUp name, helping our financial professionals connect with the most qualified prospects fueled by insights that drive deeper engagement and lasting growth.
How it Works
AcquireUp’s seminar services include the following:
- Data-driven market research to identify the target market in your area.
- Omni-channel marketing to maximize event potential.
- Real-time data to track registrants and campaign analytics using intelligent consumer insights.
Benefits to You
- All promotion and registration for events are handled by AcquireUp*.
- Seminar best practices and training with a dedicated AcquireUp Marketing Consultant provided at no additional cost.
- AcquireUp is approved to email your workshop confirmation and follow-up reminder notifications to registrants*.
- Keep your funnel flowing with qualified prospects.
- Certain campaigns may offer a pay-for-only-those-that-attend option.
Benefits to Your Prospect
- Prospects participate in seminars/webinars based on their needs.
- AcquireUp makes registering easy and provides a communication contact.
Important Requirements
- AcquireUp offers services beyond just seminars. At this time, only the seminar services are approved.
- Note: If you choose a seminar topic that does not reference securities or financial planning, this service can also be used by life insurance agents who are not registered with ESI. For agents not registered with ESI, there is no need for compliance approval from NLG’s Advertising Guidance Team (“AGT”) as long as the seminar and communications make no mention of NLG, its companies, products or unique product features, and as long as it is not being used to market to one of NLG’s 403(b)/457(b) retirement plans in a primary school system.
*Getting Started
Contact esi@acquireup.com to directly work with AcquireUp on your next seminar.
Each Agent/RR/IAR should work with AcquireUp to initiate user preferences. This happens one time at set-up, or if there has been a change, and personalization of event materials will be sourced from these user preferences for future events. User preferences must include:
- NLGroupmail.com email address or ESI-approved vanity email address
- Office phone number or ESI-approved CellTrust phone number
- NLG Compliance approved email signature, including your approved disclosures and branch information
With each seminar event, the Agent/RR/IAR will work with AcquireUp to customize the seminar materials with the name and date of the seminar, and their required disclosures, prior to submitting the materials to the AGT for review and approval prior to use. The email confirmation and reminder notifications used to promote seminars auto populate personalized contact information and disclosures based on the initial set-up of user preferences. These communications by AcquireUp are administrative communications and have been preapproved by the AGT and do not need to be resubmitted. Be sure to follow the instructions for personalizing these communications correctly.
To obtain AGT’s approval, please submit your personalized seminar materials through AdTrax, our online advertising submission and tracking tool.
Access AdTrax via the Agent Portal by clicking on the Compliance tile on the right-hand side of the home page.
Material Submission Requirement for Non-Securities Registered Agents – Obtain personalized versions of the materials for the event from AcquireUp prior to submitting to the AGT:
- Seminar PowerPoint. This should include the name and disclosures of all presenters, all slides, and notes/script. (See note under Important Requirements for agents not registered with ESI who are presenting seminars that are not investment or financial planning related or not mentioning NLG, its companies, products, etc.).
- All invitation and reminder emails are created by AcquireUp and have been preapproved by the AGT, as long as your user preferences are setup (see above). For AcquireUp’s “ready-made” campaigns, specifically:
- Seminar Registration landing page reflecting the name of the seminar and dates must be submitted for the AGT’s prior approval.
- AcquireUp’s Static Facebook Ad that will be used to promote the seminar. (These are not templates. Content varies from seminar to seminar, e.g., pictures/texts. These are “blind” ads – no mention of the presenters and no disclosures are needed). These must be submitted for the AGT’s prior approval.
- Please provide the URL for all online content (i.e. Facebook ads and the Registration Page). The AGT needs to ensure all comments are disabled.
- Recording of seminars is allowed of financial representatives only (CANNOT RECORD AUDIENCE DUE TO STATES’ RECORDING LAWS). To use the recording after the event, submit it in mp3/mp4 format to the AGT via AdTrax for review and approval prior to use. Once approved, the recording may only be used for posting to compliance-approved websites and/or approved business-related social media sites. AcquireUp’s rebroadcasting feature may not be used.
Material Submission Requirement for RRs and/or IARs – Obtain personalized versions of the materials for the event from AcquireUp prior to submitting to the AGT:
(ESI video-conferencing requirements should be followed, as well)
Same as Agent requirements above PLUS:
- ESI has partnered with AcquireUp to make available the following proprietary seminar presentations available through the AcquireUp service free of charge for our RRs and IARs:
- Additionally, ESI’s approved content and education partner, horsesmouth, offers a 20% discount on Savvy Seminar packages to NLG agents/ESI RRs/IARs who are hosting a seminar through AcquireUp.
- For virtual seminars, all interactivity, including any chat feature, must be disabled.
- Note: Facebook Event Page may not be used to advertise the seminar as these are not static and we are unable to capture the interactivity.
- Recording of seminars is allowed of financial representatives only (CANNOT RECORD AUDIENCE DUE TO STATES’ RECORDING LAWS). To use the recording after the event, submit it in mp3/mp4 format to the AGT via AdTrax for review and approval prior to use. Once approved, the recording may only be used for posting to compliance-approved websites and/or approved business-related social media sites connected to Hearsay. AcquireUp’s rebroadcasting feature may not be used.
This is current as of November 2024. AcquireUp’s offerings are subject to change.
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