The Financial Risk Management client seminar addresses the question, “How do you manage 30 years of retirement?”. Focusing on three primary areas of risk, the seminar demonstrates how life insurance, managed money, and annuities can work together to help mitigate that risk.
Please note that this seminar is for ESI Registered Representative or IAR use only.
Format
In an age of social distancing, seminars are often delivered via a web service like Zoom or Webex. For important regulatory parameters, please see Video Conferencing for Online Seminars and Speaking Events.
Target Audience
This seminar works well for both clients and prospects. While it does focus on long-term retirement needs, the education it provides is appropriate for any age group.
For clients, it’s an opportunity to reconnect and remind them of all the solutions you provide. Invite clients as a value-add event and ask them to bring a friend, or request referrals at the event.
The seminar introduces you and the solutions you provide to new prospects, with the goal of scheduling a follow-up meeting with prospects after the seminar.
Communication Resources
How you invite people to your event depends on your audience. A compiled list of prospective attendees is always the most effective list. If you are using a CRM tool to track prospects, think about using the information in there to create a list. To help you with communications, the following resources are available:
- E-mail invitation template
- CoBrand OnDemand postcard invitation. (New to CoBrand? Click here.)
- Social media posts in the Hearsay Social media campaigns are available through Hearsay Social to help you promote and follow up your seminar. Hearsay’s Content Library includes:
- Posts to generate awareness around the seminar topic. Filter using the Financial Risk tag.
- Pre- and post- seminar posts for use on LinkedIn and Facebook
- Facebook ad (must be using Facebook Ad Manager)
New to Social? Our Social Media Playbook can help you get started.
Meeting Prep Resources
To download the presentation with script, click here. Note that this seminar has been pre-reviewed by National Life’s Ad Review, which significantly reduces the review time. However, you do still need to submit it for review of any customization, such as your name and disclosure. Once customized, submit it to the Advertising Review Unit – email address ADReview@nationallife.com. At the time of submission please include the Advertising Submission form which needs to be filled out, the PowerPoint presentation/script, invitation, and handouts.
Additional Resources
A client bifold is available to distribute as a follow-up to the seminar as you reach out to attendees.
TC115920(0720)