Local Agents Advertise Value Through In-Person Workshops

We’ve all seen the advertisements on television and other media telling Medicare clients to call various national call centers so that they can ensure they are “getting all the benefits they deserve”. Here’s the thing though, many Americans prefer to shop small and keep money local. Plus, according to an article on eMarketer, consumers like the personal touch that face-to-face interactions offer. They like seeing in-person demos and product information from knowledgeable, local individuals.

Here’s the Question

Medicare can be a scary topic. Some find it overwhelming and are not sure who they can trust. As a local insurance agent dealing in Medicare solutions, how can you capitalize on this concept? What can you offer to those that prefer the in-person contact experience? How can you show clients that your knowledge and personal touch represents a huge value?

Here’s the Answer

Senior Market Sales® (SMS) offers a viable solution through its Client Stream lead programs. Client Stream allows you the opportunity to conduct face-to-face workshops designed to show Medicare clients and prospects your expertise, availability and willingness to help them understand pertinent topics regardless of complexity. 

How Client Stream Works

Client Stream attracts clients with client-facing materials and workshops on topics that resonate with pre-retirees and retirees.  

Whatever your specialty, the Client Stream library of marketing materials will work to attract qualified leads – prospects who need your services and may be actively looking for solutions. 

Educational Workshops

Educational workshops, also called seminars, are the flagship of the Client Stream lead program due to their proven effectiveness. Whether conducted virtually or in-person, the workshops attract clients because they are educational, not salesy, on topics that your target client wants to learn about:

• Core Retirement Decisions
• Social Security Planning
• Taxes in Retirement
• Understanding Medicare
• Understanding Annuities
• Long-Term Care Planning

The presentations explain complicated issues simply while still highlighting the complexities – perfectly positioning you as the guide who can help clients navigate complex topics.

SMS can provide event support at levels ranging from a mostly do-it-yourself option to a full-service, turnkey solution. The workshop materials — script, presentation and marketing postcards, posters and social media messages — are included in all tiers.

By offering these workshops to prospects, you’re effectively demonstrating your value. They provide an opportunity for you to show clients that you have the knowledge needed to help them. Plus, they allow you to convey the fact that you’re accessible and available to meet in person and answer any questions they might have. In other words, you’re communicating your readiness to build valuable, solid, long-term business relationship with your clients.

An Added Bonus

To supplement the value of these Medicare workshops, Client Stream also has more than 400 compliant and available client-facing pieces such as flyers, letters, emails, social media posts and more that reach prospects and existing clients on various topics, including:

• Dental insurance
• Social Security planning
• Life insurance
• Long-term care insurance
• Safe money planning
• Medicare enrollment for those turning 65
• Medicare reviews for those already on Medicare

These Client Stream marketing materials can help you expand to other services, opening new income streams. For example, if you are looking for an easy-to-sell ancillary product, dental insurance is a needed and growing insurance among seniors. Start with one of Client Stream’s simple social media posts with a catchy “Did You Know” statistic and graphic about dental health. Or, if you’re an agent that specializes in Medicare expanding to financial services, send the Client Stream letter offering a free portfolio review to your existing clients. The letter is written and ready for you to customize and send.

Your Next Step

If you’re interested in showing Medicare prospects and clients the amount of value you bring to the table, then call SMS today at 1.888.747.3810. A qualified marketing consultant would be happy to provide more information, answer any questions and help get you started on the road to increased production.

About SMS

Senior Market Sales supports independent insurance and retirement planning professionals so they can focus on growing their businesses and building meaningful client relationships. SMS handles the smallest of details — from contracting to commissions paid — while providing a big-picture perspective and strategies that have helped thousands of producers for four decades reach new levels of success. With everything from proprietary technology and expansive products to expert training and marketing programs, SMS delivers all-in-one-place efficiencies that help insurance and retirement planning professionals leverage time, make more money and put their business in a position of distinction.