LEARN & EARN
MEET. EDUCATE. GENERATE.
A marketing & lead generation solution helping life insurance agents minimize lead cost & increase profitability.
Learn & Earn Marketing Solutions [L&E] provides life insurance agents with the holy grail to lead generation- the most efficient way to meet & build rapport with high intent leads.
We hand you leads on a silver platter through a proven system of educational Lunch & Learns. L&E will boost your productivity and increase your efficiency.
What WE do for YOU
We identify, vet, and pre-qualify communities within your desired zip codes
We market your services and book the events according to your schedule
We provide communities with custom, branded marketing flyers & sign-up sheets promoting your event to residents
We send you pertinent information about the community, location, and event details (like estimated headcount)
We provide you with the training and marketing material to hand out at the event
We equip you with the presentation & best practices, training videos, and a check list
We help you track and measure your ROI post event
We provide a turn-key solution designed for agents with public speaking skills who would like to increase production.
The marketing & coordination of the events is managed by us.
What YOU do for YOU
You meet warm, high intent prospects in one room
You establish credibility as their trusted life insurance advisor
You identify immediate needs
You schedule meetings to provide quotes
You set free policy review meetings
You gather contact information
You develop a pipeline through numerous leads
You Increase production (avg of 2-3 new clients per event)
You develop a referral network through the leads/clients from events
All you need to do is show up at pre-arranged events to meet a group of engaged, warm prospects. Bring food, charisma, and be ready to work a room of high intent leads and convert them to commission.
We are your one-stop-shop to production and lead generation through successful L&Es.
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...
WHO HAS TIME FOR THAT???
That’s where L&E comes in.
We Are Your Partners
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 life insurance agents because the front-end is loaded with time consuming work and planning.
We set you up for success using a 3-phase process
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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.
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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.
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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 Community Flyer*,**
2-Sided 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 Your Package
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.
Marketing Materials include (to be shipped):
75 Raffle Lead Cards
75 Policy Review Brochures
3 Raffle Baskets
2 plastic 8.5×11 Ad Table Stands
Training video, Presentation, Best Practices, Event Check List, and additional materials (all to be emailed)
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** UPFRONT: $995
** UPON BOOKING EVENTS: $500 (remaining 2 events)
Choose Your Package
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.
Marketing Materials include (to be shipped):
125 Raffle Lead Cards
125 Policy Review Brochures
5 Raffle Baskets
2 plastic 8.5×11 Ad Table Stands
Training video, Presentation, Best Practices, Event Check List, and additional materials (all to be emailed)
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** UPFRONT: $1,250
** UPON BOOKING EVENTS: $1,000
***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,
Marketing Materials include (to be shipped):
250 Raffle Lead Cards
250 Policy Review Brochures
10 Raffle Baskets
2 plastic 8.5×11 Ad Table Stands
Training video, Presentation, Best Practices, Event Check List, and additional materials (all to be emailed)
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** UPFRONT: $2,000
** UPON BOOKING EVENTS: $1,750
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.
Marketing Materials include (to be shipped):
Raffle Lead Cards - Order as needed
Policy Review Brochures - Order as needed
Raffle Baskets - Order as needed
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** UPFRONT: $350 upon event booking(s)
Add to any package; Not sold individually