Over the next few weeks as we begin to move on from this “shelter in place” segment of our lives to return our business to a “normal” footing, I will share a few ideas that might fit into your client conversations.
One underutilized opportunity that you have available to you are consumer campaigns and seminars offered by OneAmerica. You can use the full seminar suite of tools complete with invitations (email and hard copy), supporting social media, seminar material, full presentation, follow-up correspondence, and more.
One thing that we offer for appointed producers is customized collateral. To learn more, please contact me directly at firstname.lastname@example.org or via phone/text at (678) 512-9627.
Recently, a few of my counterparts have begun working with advisors by offering “virtual” consumer education seminars. If you would like to discuss this in more detail, please contact me at email@example.com or via text/phone at (678) 512-9627.
To further expand on this idea, on June 23 at 3 (eastern), join Michael Florio and me as we share the “Great Retirement Income Gap” consumer presentation. You will need to register to participate and we start at 3pm sharp.
Another opportunity is to make time every Tuesday at 10 am (eastern & pacific) for Michael Florio and me as we host LTC Coffee Break. It is a 15 minute conversation over a cup of coffee where we share ideas.
Some of the topics that we will discuss over the next few weeks are:
- top 5 calls received by our sales desk,
- using trusts along with asset-based LTC,
- Section 162 Bonus and asset-based LTC,
- the SECURE Act, and more.
And, if you cannot catch the first run of the episode, we have them all recorded and archived at:
A final opportunity to secure ideas as we move away from the “shelter in place” work model is to join my monthly webcast where I share sales ideas and information. My next webcast is scheduled for June 4 at 11am eastern where I will discuss some “ideas to relaunch your business”.
In this webcast, I will share a few product ideas that can help move quickly from submission to commission. You have more solutions available with the expansive Care Solutions portfolio than any other asset-based carrier.
Last month, I shared both OneAmerica specific tools as well as social media, email, and video/webcast tips and tools. You can get an on-demand replay at my GoToStage Channel.
If you are not seeing what you want or if you’d like for me to address a specific idea or question, let me know. I can be reached via email at firstname.lastname@example.org or by voice/text at (678) 512-9627.