Advertising
- REI Ink: This is the first ad of three that will be featured in REI Inks monthly print publication. The below ad will be featured ad in their January print. Be sure to check-out the QR code infographic!
- Preferred Trust- Jan 2021 acquisition
- Cash vs SDIRA infographic
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- REI Ink: The below banner will be featured on REI Inks weekly newsletter starting in January through March. A square ad will also be featured on the website corresponding to the print ad for their January edition.
- RHJ: The below blog will be featured on the Rental Housing Journal the first week of January.
- Social Media/Google Ads: The below ad is being featured on all PTC social media outlets and Google Ads.
- 2020 – Social Media/Google Ads: The below ad is being featured on all PTC social media outlets and Google Ads in December 2020.
Company Partnerships
Any work that we are doing with company partnerships can be found here.
Email Campaigns
01/07/21 – Email Campaign: Starting today, emails featuring the free account promo ads will be sent 2x per month to all leads currently in the Hubspot Lead drip system.
- January’s email Subject Line “FREE Self-Directed IRA – Commit to Your Retirement Future!”: https://preferredtrustcompany.com/wp-content/uploads/2021/01/JourneyEmail.jpg
01/27/21 – Ignite Funding SDIRA Campaign: All Cash Only clients will receive an email featuring sponsored content from Preferred Trust Company. Inside clients will get a brief overview of the benefits of investing in Trust Deeds in a SDIRA, and will advertise PTCs free account promotion.
- View the body of the email here: https://ignitefunding.com/wp-content/uploads/2021/01/PTC_Email.jpg
Events
01/25/21 – Year End Recap Meeting: I-Management Group hosted a meeting for both companies, reviewing our performance in 2020 and sharing our goals for 2021 and how we are going to get there as a team. If you would like a copy of the power point slideshow for reference please reach out to marketing.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: $5,381,331.85
- Goal for Ignite: 95% Reinvestment – Status: 89%
- Goal for PTC: 500 New Accounts – Status: 13
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 7
Advertising
- Think Realty: The below ads will be featured in Think Realty’s February print addition as well as a featured Article “Business Owners – Is Your Tax Sheltering Plan Bulletproof?“.
- REI Ink: This is the second ad of three that will be featured in REI Inks monthly print publication. The below ad will be featured ad in their February print.
- Content Download Update: The “Roadmap to Retirement” guide has been updated. This is used as a free download in our lead email drip and the homepage of the website to capture lead information.
- New Blog Posted 02/08/21: Achieve Ultimate Control: Alternative Investing in an IRA LLC has been posted to the PTC website. This provides a detailed breakdown of the pros & cons, as well as how to properly set-up an IRA LLC for investors that think they are savvy enough to handle the autonomy.
- REI Ink: The below banner will be featured on REI Inks weekly newsletter starting in January mid-February:
- REI Ink: The below banner will be featured on REI Inks weekly newsletter & website starting in January mid-February:
Company Partnerships
Any work that we are doing with company partnerships can be found here.
Email Campaigns
02/02/21 – Email Campaign: Emails featuring the free account promo ads will be sent 2x per month to all leads currently in the Hubspot Lead drip system.
- February’s email Subject Line “FREE Self-Directed IRA – Put Your Retirement Back On Track!”: https://preferredtrustcompany.com/wp-content/uploads/2021/01/CurveEmail.jpg
02/08/21 – New Client Onboarding Email: Starting today, all new account clients will receive the following email to help them understand PTC’s role as their custodian. What PTC can or cannot do.
02/09/21 – Hubspot Lead Drip Email Update: Starting today there is a revised line-up of the four emails leads receive when they first start on the drip campaign.
02/23/21 – Ignite Funding SDIRA Campaign: This is the fourth email Cash Only clients will receive, inviting them to attend PTC’s March webinar.
02/23/21 – PTC Webinar Invite : REI Ink & PTC Hubspot Leads will receive the following email inviting them to learn more about SDIRA’s and how to invest in RE.
Events
Any events we hold, webinars or live will go here.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: $8.5M
- Goal for Ignite: 95% Reinvestment – Status: 75%
- Goal for PTC: 500 New Accounts – Status: 26
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 40
Advertising
REI Ink: This is the third ad of three that will be featured in REI Inks monthly print publication. The below ad will be featured ad in their March print as well as a sponsored content article.
- Featured Ad: Preferred Trust- Forge Path 2021RE
- Article: REI Ink_MarchContent_FINAL
Think Realty: The below ad will be featured in their March print edition.
- Link to ad: Preferred Trust- Forge Path 2021RE
RHJ: This is our second blog with the Rental Housing Journal. We discuss the three ways RE investors can buy property at auction with a SDIRA with back links to direct them to other content on the PTC website.
- Word Doc: RHJ_March Blog_FINAL
- Website Link: https://rentalhousingjournal.com/purchase-your-next-property-at-auction-with-a-retirement-account/
New Blog Posted: “Tax Shelter Options for Fix & Flips and Rental Properties” has been posted on the website. You will see that lot of this content was pulled from other marketing initiatives, such as with Think Realty & REI Ink.
- REI Ink: The below banner will be featured on REI Inks weekly newsletter starting in January through March.
Company Partnerships
03/16/21 – Partnership Webinar: Tiffany will be representing PTC in Eckard Enterprises webinar on how to invest in natural resources with an IRA. This webinar will be available on Eckard’s website and utilized in their own marketing initiatives.
- Link to view webinar: TBD
Email Campaigns
03/03/21 – Post-Event Email Campaign: After the “Real Estate & IRA” webinar all attendees will receive the following communication:
- Email #1: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-1.jpg
- Email #2: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-2.jpg
- Email #3: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-3.jpg
- Email #4: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-4.jpg
- Email #5: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-5.jpg
03/08/21 – Client Communication: All clients received the below email communication notifying them of the recent form updates.
03/31/21 – Email Campaign: Starting this month, clients will receive a monthly reminder email to make a contribution this year.
Events
03/02/21 – Live Zoom Webinar: This webinar will be advertised via an email blast with REI Ink, an email to our current lead bucket, as well as social media/Google advertising. It will be limited to the first 40 persons that sign-up. The webinar will focus on RE investments in an IRA and will be approximately 40min long. Hosted by Chris.
- PowerPoint presentation: RE & IRAs Presentation_3.2.21
03/26-27/21 – Real Estate Investment Summit: Preferred Trust was a sponsor for a new event hosted in Houston, Texas. Carrie presented a RE & IRA Seminar in-person and virtually on behalf of Preferred Trust.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: $11.9M
- Goal for Ignite: 95% Reinvestment – Status: 63%
- Goal for PTC: 500 New Accounts – Status: 71
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 71
Account Milestone
Two new account milestones were achieved this month!
- Most new accounts in 1st quarter – 71 total
- Most new accounts for March – 44 total
April
Advertising
Cryptocurrency Sponsored Content Campaign: Preferred will be engaging in a 4 month sponsored content campaign that will include a sponsored content post featured on their website, print, and their newsletter. This campaign also includes advertising on their website, newsletter, and social media.
- Sponsored Content: Live Article Link Here
- Full Print Page of Content & Ad
- Website ad
- Newsletter Ad
- Social Media Post
New Marketing Material: This one page was created for use at various events (virtual & live) as a quick overview on the 3 alternatives that are the most popular (RE & Precious Metals) and the most unique (Crypto).
Website Update: Schedule a Consultation landing page has been added to the website, under the New SDIRAs tab.
Email Campaigns
Promo Ad: The below ad will be used to advertise our waived fees promo on the lead email drip.
Contribution Email Campaign: To help encourage clients to make their annual contributions we will be sending out reminder emails each month.
Events
04/20/21 – MoneyShow Webinar: Carrie presented “Gold, Digital, and the Government Approved Way to Never Pay Taxes on Your Income” at the precious metal themed MoneyShow. At events we are always looking to garner new individual clients as well as company partnerships.
- Booth Materials: https://preferredtrustcompany.com/wp-content/uploads/2021/04/Preferred-Trust-MoneyShow-Booth-Materials-4.20.21.zip
- Booth Ads & Videos: https://preferredtrustcompany.com/wp-content/uploads/2021/04/MoneyShow-Virtual-Booth.docx
- Powerpoint: https://preferredtrustcompany.com/wp-content/uploads/2021/04/Gold-Digital-4.14.21_CC.pdf
- Post-Event Email Drip:
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: $17.7M
- Goal for Ignite: 95% Reinvestment – Status: 87%
- Goal for PTC: 500 New Accounts – Status: 108
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 103
Website Update
04/16/21 – IRA Investment Tab Update: A digital currency dropdown was added under the New SDIRAs/IRA Investment Tab to help educate potential and current clients about how they can invest in this digital asset with their PTC account.
Account Milestone
We reached an annual account milestone! – On 04/26/21 we hit 100 new accounts! Keep it up!
May
Advertising
Cryptocurrency Sponsored Content Campaign: Preferred will be engaging in a 4 month sponsored content campaign that will include a sponsored content post featured on their website, print, and their newsletter. This campaign also includes advertising on their website, newsletter, and social media.
New Ad: “You Do Not Have to be Big to be the Best” was created for general advertising of PTC and will be used in various campaigns and advertising outlets (i.e. social media ads, CSBJ ads, Hubspot lead emails, etc.).
- Another Ad version of this message will be used as well: https://preferredtrustcompany.com/wp-content/uploads/2021/06/Preferred-Trust-Kitten-Tiger.pdf
Email Campaigns
Contribution Reminder Email For May – Click Here to see copy.
Events
05/25/21 – Resource Partner Webinar: Ignite Funding hosted Carrie to speak on behalf of PTC to IF clients that do not invest with a SDIRA. She presented information that touched on everything related to real estate that clients can benefit from in an IRA with PTC, not just Trust Deeds.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: $30M
- Goal for Ignite: 95% Reinvestment – Status: 113%
- Goal for PTC: 500 New Accounts – Status: 143
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 129
June
Advertising
Cryptocurrency Sponsored Content Campaign: Preferred will be engaging in a 4 month sponsored content campaign that will include a sponsored content post featured on their website, print, and their newsletter. This campaign also includes advertising on their website, newsletter, and social media.
New Marketing OneSheet: A single page handout was created for clients/leads interested in purchasing digital currency with an IRA. It outlines the steps needed to make the purchase & the steps that PTC takes to ensure the security of the clients funds during the transaction process. This will be used in various marketing initiatives including email & sponsored content campaigns, as well as handouts at correlating events.
Company Partnerships
06/30/21 – Co-Webinar w/Company Resource: PTC will be participating in a co-webinar with Eckard Enterprises to help educate their clients on how they can utilize a SDIRA for their mineral/natural resource investments at Eckard. The webinar begins at 12pm PST via Zoom conferencing.
Email Campaigns
Client Email: Every month we are sending clients emails to remind them to make their annual contribution or set themselves up for automatic contributions.
06/28/21 – Client Announcement: A communication was sent to clients that currently own digital currency in their IRA. PTC updated the online account portal to provide clients with daily, real-time pricing of their digital assets.
Events
06/30/21 – Co-Webinar w/Company Resource: PTC will be participating in a co-webinar with Eckard Enterprises to help educate their clients on how they can utilize a SDIRA for their mineral/natural resource investments at Eckard. The webinar begins at 12pm PST via Zoom conferencing.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: TBD
- Goal for Ignite: 95% Reinvestment – Status: TBD
- Goal for PTC: 500 New Accounts – Status: TBD
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: TBD
Account Milestone
July
Advertising
Cryptocurrency Sponsored Content Campaign: This is the last month of Preferred’s 4 month sponsored content campaign that will include a sponsored content post featured on their website, print, and their newsletter in the Colorado Springs Business Journal. This campaign also includes advertising on their website, newsletter, and social media.
Las Vegas Review Journal: A 6 month branded content campaign begins this month, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.
San Diego Branding Campaign: A 3 month branded content campaign begins this month, which includes monthly digital sponsored content, and email blasts.
New Blog: “Digital Currency: Top 5 Questions You Should Ask When Investing with an IRA” has been posted as a blog on the website to try to capture new leads as readers will have to submit their contact info to continue reading the piece.
New Video Ad: This quick video clip will be used for social media & Google advertisements.
Events
07/13/21 – Mid-Year Recap: We went over our accomplishments so far for this year and what we need to work on as a team to meet our goals. Let’s keep up the momentum!
- PowerPoint presentation: Link
07/14/21 – Think Realty Honors: Chris Trembly has been nominated for the Think Realty Honors “Real Estate Investment Service” award. Be sure to cast your vote online!
07/28/21 – PTC hosted Webinar: The advertising for this webinar will be done mostly through our sponsored content campaign with the CSBJ and to our current lead base. Carrie Cook will be presenting an webinar that gives attendees the 100 yard overview on everything SDIRA & PTC.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: $43.8M
- Goal for Ignite: 95% Reinvestment – Status: 83%
- Goal for PTC: 500 New Accounts – Status: 175
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: TBD
Account Milestone
August
Advertising
08/03/21 – New Video Ad: This short video clip was created for various advertising outlets such as Google/Social Media/Youtube.
08/13/21 – Las Vegas Review Journal: This is the second month in a 6 month branded content campaign, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.
08/23/21 – San Diego Business Journal: This is the second month of a 3 month campaign. Each month includes a digital article and email blast.
Email Campaigns
08/04/21 – Company Partner New Client Welcome Email: A separate welcome email & email automation has been created for clients that come from company partners. This emailed is delayed by 48hrs to allow PTC to communicate with the company partner that the account is open & ready to invest before the client receives the email.
- View Email Here – Link
8/30/21 – Client Email: Click Here to see our monthly contribution reminder email for August.
Events
08/12/21 – Digital Currency Event: Carrie hosted a live webinar at the digital currency event sponsored by, where she discussed investing in digital assets with a SDIRA and PTC’s new service providing clients the ability to open & invest with an IRA LLC. Click Here to see the Powerpoint presentation.
08/21/21 – PTC will be attending the live Realty411 Event “Real Estate Investment Summit” hosted in Las Vegas, to educate potential clients on how to invest in real estate asset thru a SDIRA. PTC will have a booth in the exhibit hall and an ad running prior/during the event. Click Here to see the ad content.
Website Updates
08/11/21 – A new section has been added to the IRA Investment Options page, called “IRA LLC with Checkbook Control” to help educate clients & leads on the pros and cons of an IRA LLC. It also advertises PTCs new service to help establish IRA LLCs. Within the content, there is a “Click Here” linked to the web page with the establishment process information and forms.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: TBD
- Goal for Ignite: 95% Reinvestment – Status: TBD
- Goal for PTC: 500 New Accounts – Status: TBD
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: TBD
Account Milestone
We hit an annual account milestone! – On 8/3/21 we opened 200 accounts. Great job team!
September
Advertising
09/09/21 – New Blog: “Roll It Over: Don’t Leave Your 401k Savings Behind” was created to educate clients and leads about the pitfalls of leaving their savings in a previous employers account and the benefits to rolling it out to a SD-IRA.
09/15/21 – Las Vegas Review Journal: This is the third month in a 6 month branded content campaign, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.
09/24/21 – New Blog: “SD-IRA Fee Payment Best Practices” was created to help clear-up the confusion on what fees are custodial fees and what are investment related fees; and how you can pay your custodial fees out of pocket.
Email Campaigns
09/13/21 – Review Campaign Email: This Email was created to request reviews for expedited services provided by PTC. The list of clients is pulled at the end of each month and will be sent monthly to clients that have not left one yet.
09/21/21 – Legislation Communication: This email was sent to clients and company partners in a collective effort to voice the removal of certain pieces of legislation in the 2021 Reconciliation Bill that would significantly affect SD-IRAs and small businesses.
09/29/21 – Online Payments Page Announcement: This email was sent to all clients informing them of their ability to pay custodial fees through the link on their portal and included the Fee Payments Best Practices blog to help clarify which fees they can pay out of pocket.
Events
10/21/21 – Virtual Event: “Self-Directed IRAs: Fact or Fake” webinar was hosted online by PTC. Invitations were sent from multiple publications and leads that came from Social Media & Digital marketing.
Website Updates
09/29/21 – The Online Payments Page was updated so that clients can easily and quickly pay for custodial fees with a credit card online. They must login to their portal to access the link.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: $71M
- Goal for Ignite: 95% Reinvestment – Status: 78%
- Goal for PTC: 500 New Accounts – Status: 537
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 332
Account Milestone
09/27/21 – We hit an annual account milestone! – On 09/27/21 we opened 500 accounts! You guys crushed this Hawaii goal!!
October
Advertising
10/10/21 – Las Vegas Review Journal: This is the third month in a 6 month branded content campaign, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.
Email Campaigns
10/12/21 – Contribution Reminder: This email was sent to clients to remind them to contribute before the end of the year.
10/27/21 – Legislation Communication Reminder: This email was sent to remind clients and company partners to voice the removal of certain pieces of legislation in the 2021 Reconciliation Bill that would significantly affect SD-IRAs and small businesses.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: $83M
- Goal for Ignite: 95% Reinvestment – Status: 86%
- Goal for PTC: 500 New Accounts – Status: 692
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 359
Account Milestone
November
Advertising
11/01/21 – New Blog: “IRS Rev. Rul. 2019-24: A Fork in the Road for Digital Currency in an IRA” was created to inform clients that the IRS considers airdrops received from hardforks as ordinary income, which would subject an IRA to UBIT if the account owner participated. It explains why PTC doesn’t facilitate this type of activity and how clients can work around this.
11/12/21 New Blog: “How to Move Qualified Funds to Maximize Your Retirement Strategy” was created to remind clients that it is easy to transfer funds from other accounts to fund their alternative investments.
11/15/21 – Las Vegas Review Journal: This is the fourth month in a 6 month branded content campaign, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.
Email Campaigns
11/02/21 – Contribution Reminder: This email was sent to clients to remind them to contribute before the end of the year.
Hawaii 5.0 Goal Status
- Goal for Ignite: $50M New Money – Status: TBD
- Goal for Ignite: 95% Reinvestment – Status: TBD
- Goal for PTC: 500 New Accounts – Status: TBD
- Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: TBD