PTC Marketing Communications Portal

• 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

Any work that we are doing with company partnerships can be found here.

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

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.

• 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.
  • 
  • REI Ink Square Ad.jpg

• RHJ: The below blog will be featured on the Rental Housing Journal the first week of January.
  • “Reap the Benefits of Owning Your Rental Property through a Retirement Account, Tax-Free or Tax-Deferred“
  • Ad for our blog – https://preferredtrustcompany.com/wp-content/uploads/2020/12/REI-ad-300×250-RE-cart.jpg
• Social Media/Google Ads: The below ad is being featured on all PTC social media outlets and Google Ads.
  • Preferred Trust- Driving Jan 2021 Final
• 2020 – Social Media/Google Ads: The below ad is being featured on all PTC social media outlets and Google Ads in December 2020.
  • https://preferredtrustcompany.com/wp-content/uploads/2021/01/Preferred-Trust-Defog-2020-Final.jpg

• 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?“.
  • https://preferredtrustcompany.com/wp-content/uploads/2020/12/Preferred-Trust-Driving-Feb-2021-curves-final.jpg
• 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.
  • https://preferredtrustcompany.com/wp-content/uploads/2020/12/Preferred-Trust-Driving-Feb-2021-curves-final.jpg
• 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.
  • Road Map Online 2.3.21-small
• 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.

Any work that we are doing with company partnerships can be found here.

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.

• https://preferredtrustcompany.com/wp-content/uploads/2021/02/PTC-New-Client_Email.jpg

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.

1. Transferring Your Assets
2. Possibilities Are Endless
3. Finding Your Way
4. Roadmap to Retirement

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.

• https://preferredtrustcompany.com/wp-content/uploads/2021/02/PTCSponsored_Email.jpg

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.

• https://preferredtrustcompany.com/wp-content/uploads/2021/02/PTC-Lead-Invite.jpg

Any events we hold, webinars or live will go here.

• REI Ink: The below banner will be featured on REI Inks weekly newsletter starting in January mid-February:
  • https://preferredtrustcompany.com/wp-content/uploads/2020/12/REI-banner-728×90-1.png
  • https://preferredtrustcompany.com/wp-content/uploads/2021/02/PTC-Endless-Possibilities-300×250-1.jpg
• REI Ink: The below banner will be featured on REI Inks weekly newsletter & website starting in January mid-February:
  • https://preferredtrustcompany.com/wp-content/uploads/2021/02/REI-banner-728×90-Roadmap.jpg
  • https://preferredtrustcompany.com/wp-content/uploads/2021/02/REI-ad-300×250-Roadmap.jpg
  • https://preferredtrustcompany.com/wp-content/uploads/2021/02/REI-ad-300×90-Roadmap.jpg

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.

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

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.

• https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_FormUpdate_Email.jpg

03/31/21 – Email Campaign: Starting this month, clients will receive a monthly reminder email to make a contribution this year.

• View the Email

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.

• REI Ink: The below banner will be featured on REI Inks weekly newsletter starting in January through March.
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  • https://preferredtrustcompany.com/wp-content/uploads/2021/02/PTC-Endless-Possibilities-300×250-1.jpg

Two new account milestones were achieved this month!

• Most new accounts in 1st quarter – 71 total
• Most new accounts for March – 44 total