Viatical Settlement Brokerage Marketing Plan

This pre-written plan gives editable sections for audience, channels, messaging, and KPIs. It saves hours by providing ready content you can tailor to your compliance needs and brand voice. Change wording, reorder sections, and reuse for different campaigns.

Editable copy for outreach channels

Swap sections to match compliance

Adjust tone for different audiences

Use templates across campaigns

The template uses a visual Gantt chart to map tasks across weeks and months. It makes sequencing, overlaps, and critical paths obvious so you can prioritize regulatory steps and outreach. Visual timelines speed stakeholder reviews and approvals.

Clear task sequencing view

Shows overlaps and dependencies

Highlights critical path tasks

Month-to-month visual timeline

Includes 30+ ready marketing actions covering digital ads, SEO content, partnerships, referral outreach, and PR. Each task has brief instructions so you don't guess next steps, and they're tailored to viatical brokerage use cases. Pick, modify, and schedule quickly.

Digital ad templates included

Partnership outreach scripts included

Content and SEO checklist included

PR and email templates included

All start dates and durations are editable without breaking formulas or the Gantt logic. Drag, extend, or shorten tasks to match resource availability and approval lead times. The plan adapts as case volume or legal timing changes.

Change dates without manual fixes

Adjust durations for approvals

Reflects team capacity instantly

Keeps dependencies intact automatically

Built-in tracking shows percent complete per task and flags overdue items. Progress rolls up to weekly and campaign-level views so you see execution health at a glance. Use it to run quick status calls and focus remedial effort.

Percent complete per task

Overdue tasks highlighted automatically

Weekly roll-up progress view

Instant health snapshot for execs

Assign owners, set dependencies, and share the plan so everyone knows who does what and when. The chart reduces overlap and clarifies handoffs between compliance, case managers, and marketing. It's made to keep small teams aligned.

Assignable task owners visible

Clear handoffs between teams

Reduces duplicated work

Simplifies approval workflows

The sheet uses color-coded cells, dropdowns, and protected formulas so you don't need Excel skills. Instructions sit inline and common edits are one-click or typed entries. Anyone comfortable with basic spreadsheets can run it.

Color-coded editable fields

Built-in tooltips and notes

Protected formulas prevent breakage

One-click common actions

Export to PDF or copy to Google Sheets for easy sharing with stakeholders and partners. Print clean one-page timelines for board decks or partner meetings. The layout is presentation-ready and client-friendly.

PDF-ready Gantt exports

Google Sheets compatible copy

One-page summary for meetings

Printable task lists included

The template includes a weekly highlight strip showing this week's priorities and a completion guide for closing tasks. It makes stand-ups faster, shows next-step owners, and keeps deadlines visible to reduce surprises.

Current-week priorities panel

Completion checklist per task

Stand-up friendly one-liner views

Shows next-step owners clearly