In the competitive world of financial services, business professionals are always looking for ways to add value to help differentiate themselves.
In a market of one-stop shopping, becoming the local LTC resource can help you stand out in the crowd.
Build Your Brand
Develop relationships by contacting and joining local community organizations, like the Council on Aging, Rotary Club, or Chamber of Commerce. Establish yourself as a Long Term Care professional and offer your services to help educate people in the community on the need for LTC planning. You can also place an advertisement or by-line article in a local publication to establish yourself as an expert on LTC.
Create Awareness
Contact local estate planning lawyers and accountants to educate them on Long Term Care Insurance and its relevance in their practice. Remind them that protecting the assets and net worth of their clients from a LTC event can help preserve their client’s quality of life and help protect their assets.
You can also visit local nursing homes and care facilities to share Long Term Care information and insight with the families of residents. Talk with them about their own vision for retirement and their personal Long Term Care needs. Use social media to reach out to your contacts to provide expertise and ask for referrals.
Building Relationships
Keep your schedule full, and make contacts with as many potential clients as possible. In order to succeed in this field, you will need to continually educate people on the importance of Long Term Care planning. Follow these steps to build your reputation and position yourself as an expert in the industry.
Generate Leads
Seminars are a great way to get in front of many people at one time. CPS offers numerous marketing materials for you to use when presenting to potential clients. Be sure to follow up with a phone call to attendees, to schedule an appointment and answer any questions.
Our team is here to offer you support and prospecting techniques when discussing LTC in your community. Contact us today.