InTouch Innovations
The complete marketing solution for financial planners


We meet planners' needs through our three service offerings.








  • Peter

    Four years ago, I had a client who had been referred to me. He was in Venture Capital and was in the process of moving to Georgia. I did have his email address so I added him to InTouch.

    About a month ago, out of the blue, he responded to my regular email campaign, first thanking me for keeping in touch with him, and second saying he wanted to talk with me about his insurance policy.

    THE RESULT: $5 million of insurance for him and $2 million for his wife with premium ranging between $7k to $42k annually. This opportunity would never have happened without InTouch!

  • Mike

    InTouch is the best referral generating system for my practice! I cannot tell you how many times my clients forward my weekly emails to their family and friends. This gives me more exposure than anything I can do myself.

  • David

    After debating about it for years, I was able to run my first Board of Directors meeting. I had clients and centers of influence on my new advisory board and thanks to the InTouch team, I had a process to follow. From invitations, communication pieces, agenda to follow and meeting handouts - amazing!!

  • Sally

    My client appreciation event went off perfectly! Everything was so professional and my clients and guests all commented on what a great night they had. My staff worked hand in hand with InTouch the entire time and found their help invaluable.

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