LEARN & EARN

MEET. EDUCATE. GENERATE.

A comprehensive marketing and lead generation solution for life insurance agents.

Learn & Earn Marketing Solutions provides life insurance agents with the holy grail to lead generation- the most efficient way to meet and build rapport with high intent leads.

We hand you leads on a silver platter through a proven system of educational Lunch & Learns.

Most independent agents spend a perplexing amount of time and money…on LEADS!

But, every lead investment requires days, weeks, and months of time dedicated to making contact with those leads, earning trust, and building credibility.

Without fail, many of the leads purchased will prove to be time wasters, tire kickers or window shoppers, some with curiosity, but many low intent, or worse.

Now, imagine being connected with targeted communities of ideal prospects, all in one room, at one time.

That requires researching and contacting communities, earning the opportunity to present, and coordinating with them in order to effectively market your event.

You also need to develop an informative presentation, plan raffle prizes, design flyers and branded materials, all while you’re managing your day-to-day workload, running leads & servicing clients...

Stressed out man in suit

WHO HAS TIME FOR THAT???

Planning events requires a lot of time & administrative work, which will result in neglect of the day-to-day lead activity.

That’s where L&E comes in!

As your marketing team, Learn & Earn will do the heavy lifting to place you in front of a group of high-intent leads.

What we do for you

Hosting events to generate leads and earn commission is not a new concept. In fact, it’s quite a conventional method that’s both tried & true and has stood the test of time despite technology.

But as effective as it has always been, it’s underutilized by Final Expense agents because the front-end is loaded with time consuming work and planning.

We set you up for success using a 3-phase process

  • We gather information from you and then get started immediately developing your custom branded promotional materials (including your headshot, contact info and logo, if applicable) .

    You’ll receive thorough training that includes best practices and video instructions, along with a 3-part presentation. It is critical that we take time with you to review the material with you so you’re prepared to maximize your results at each event.

  • The communities that work best for Final Expense agents are in your local market, within low-middle income areas, affordable housing, and Senior 55+ communities that coordinate events in order to provide value to the residents.

    We do the research to identify target communities before we begin our campaign to secure events. We connect with the decision makers and engage them to effectively convey the value proposition as we procure their involvement. Their engagement is essential and they are thoroughly vetted and qualified.

    To secure event opportunities and effectively coordinate requires a considerable amount of time and detailed correspondence, from the initial stage of qualifying until the day of the event.

  • You will be equipped with a full check-list of recommended items needed prior and during each event, ensuring you’re set up for success.

    In addition, you will be provided with marketing collateral, raffle prize and raffle lead cards as a means to collect contact info.

    We will review best practices with you prior to the event to ensure that you’re fully prepared for the opportunity.

    Once a date/time is confirmed with the community, we will issue a calendar invite that includes all of the details.

L&E Marketing Kit

Your customized “L&E Kit” equips you with tools that enable you to hit the ground running - ensuring event success.

Marketing Assets

Branded 3 part presentation*

Branded Event Promo Flyer for Communities*,**

2-Sided Free Policy Review Brochure*

Plastic Ad signs for table display*

Raffle Lead Cards*

Raffle Prizes

Training Materials

Check list of required essentials

Policy Review training guide

Video of Presentation “In Action”

Presentation Training Video

Best Practices

Onboarding training call

Ongoing support

*Marketing materials are customized with your brand, headshot, and contact info.

**Provided directly to the community contact for event promotion.

L&E Kit is not included with Ongoing package.

Choose You Package

3 Events + L&E Marketing Kit
$1,495.00

Kickstart your speaking engagements and get a taste of the L&E experience with our Trio Package! Perfect for life insurance agents seeking other methods to supplement their current strategy with a low investment, low-commitment solution.

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** UPFRONT: $900

** UPON BOOKING EVENTS: $595

Quantity:
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Choose Your Package

5 Events + L&E Marketing Kit
$2,250.00

Let us take you to the next level with our Fiver Package. This package offers provides a lower cost per event with the purchase of five events at targeted locations, giving you multiple opportunities to expand your client base and meet more high intent leads.

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** UPFRONT: $1,250

** UPON BOOKING EVENTS: $1,000

Quantity:
Add To Cart
10 Events + L&E Marketing Kit
$3,750.00

***BEST VALUE*** Jump into the full event experience that maximizes your return with the Dime-Deal Package. This comprehensive package includes 10 events offering more opportunities to meet the most people and convert more into clients,

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** UPFRONT: $2,000

** UPON BOOKING EVENTS: $1,750

Quantity:
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Pay-Per-Event
$350.00

Experience the flexibility of our Ongoing Package. This package is an add-on to either the Trio, Fiver, or Dime-Deal package. We continue to schedule events and you simply pay-per-event. Cancel with just 30 days' notice.

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** UPFRONT: $350 upon event booking(s)

Add to any package; Not sold individually

Quantity:
Add To Cart

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