Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for your clients. This webinar is on the very prominent risk of LTC, as well as the solutions for the LTC risk. Charlie will discuss the agenda topics on the flyer above, and offer up a LTC plan that you – their financial professional – can create for them. You just need to request your own flyer, like the above. We code in a registration link that is specific to you so that we can match the attendees to their respective agent. Five Steps:
- Step 1: Request a link, flyer, and template email from CGFG
- Step 2: Hit “send” on the template invite email to your customers.
- Step 3: Make sure those registrants actually attend the webinar.
- Step 4: Join the webinar to hear what Charlie discusses to your clients.
- Step 5: Meet with those folks that attended the webinar to give them their LTC plan.
I do wish everybody that worked with CG Financial Group would really leverage these webinars. It is taking the work off the agent’s plate in creating the presentation and having me do it. And, because i have usually done the presentations a lot, I have honed in on what makes the clients take action. 🙂