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Zoop Crew Marketing

Let the campaign do the inviting.

Three ready-made programs, each with its own website, live events and tracked agent links. You bring the relationships. Every guest you send is credited to you, and the follow-up is already built.

Pick the one that fits the conversation you're having, grab your links, and send.

Would it be crazy to put one of these in front of every client on your list this week?

Great Retirement Rescue One Bad Tuesday Great Estate Rescue

Retirement income

Great Retirement Rescue

For retirees and near-retirees worried their plan won't last.

A free live webinar that walks families through the fears, myths and risks that wreck retirements, including the outdated 4% rule, Tax Jail and Social Security timing.

Attendees who complete a short survey can get a zero-cost Social Security optimization analysis built from their actual IRS data.

How to use it

  • Open the Agent Toolkit and copy your personal invite links. Every guest is credited to you.
  • Send the ready-made invitation wording by text, email or social.
  • After the webinar, book the Retirement Review with the GRR team, or run it yourself with a TaxStatus request.
Open Agent Toolkit See What Clients See

Questions on GRR: 888-768-9667.

Risk conversation starter

One Bad Tuesday

"Would your money survive one bad Tuesday?"

A short 13-question test on ZoopAlpha.com that scores a client's willingness to take risk and their ability to take it, then combines the two into one overall score.

It opens the conversation most clients have never had: what happens to their plan on the worst day in the market.

How to use it

  • Send the test link to any client with money in the market, especially anyone on a 60/40 portfolio or a 4% withdrawal plan.
  • Clients who want to talk through their score meet with a Zoop Alpha advisor.
  • Use the Zoop Alpha referral page to introduce a client directly.
Take the Bad Tuesday Test Refer to Zoop Alpha

The Bad Tuesday Test is a Zoop Alpha Advisors tool for educational purposes. Investment advisory services are provided only by Zoop Alpha Advisors, an SEC-registered investment adviser affiliated with Zoop Benefits through common ownership. Agents refer; they do not give investment advice on the results.

Estate planning

Great Estate Rescue

For families who don't have a plan, or have the wrong one.

A Zoop Benefits estate planning education series: a free monthly live webinar on wills, trusts and probate, a 2-minute Readiness Check, white papers and a complimentary 1:1.

Keep the family out of probate court and make sure the people they love know exactly what to do.

How to use it

  • Open the Agent Toolkit for tracked webinar invite links plus ready-to-send texts, emails and social posts.
  • Send the 2-minute Readiness Check to anyone who isn't sure where their plan stands.
  • Use your estate plan referral link. You're paid by level for each client who enrolls.
Open Agent Toolkit Readiness Check Estate Plan Referrals