Driving Life Insurance Sales in 2015

Joshua Powell

Director of Marketing & Sales Oberlin Marketing, Inc

Toll free– 800-486-9739

Direct- 260-417-1672 Jpowell@OberlinMarketing.com

Marketing Strategy

Calendar of Events

Client Relationship Management (CRM)

Inc. Small Business (LLC, C or S Corp.)

Dedicated E-mail and Phone

Physical Office

Website

Marketing Appeal

Staff

Automation

HTMLs

Training Workshops

Agent Webinars

Outbound Support

Resource

Meetings

Leads, CE, and E & O

Relatives

Friends

Acquaintances

Neighbors

Church Contacts

School Contacts

Former Co-workers

Fitness Centers

You can’t get Referrals unless others know what you do!

B2B P&C Agencies, Financial Planners, Home Health Agencies

Senior Community Events / Expos

Area Agency on Aging – MMC Presentations

LAM Events

Churches

Networking Groups

Provider Marketing (PCP, Dental)

Food Pantries / Banks

Centers of Influence

Printed Materials

Products & Services: Agent Product Guides, Tip Sheets, Flyers, Brochures, Postcards

Sales Concept Kits: Agent & Consumer Brochures, Agent Checklists & Case Studies, Consumer Worksheets, Agent & Consumer Postcards

Training Workshops

Agent Webinars

Outbound Support

Resource

Meetings

HTMLs

Plan Development

Centers of Influence

Food Pantries

Networking Groups

Targeted Events

Organizations you belong to…Church, etc

Donate Time

Hoosier Monthly

Networking

Luncheon 11:30-

1pm

Katy Business

Healthcare

Network 9-

10:30am

The Medical

Resort at Bay

Area Networking

Breakfast 8:30-

9:30 am

In office setting

10 appts for next

week

The New Windsor

Houston Provider

Networking

Breakfast 9:30-

10:30am

Fort Bend

Connect 8:30-

10am

Parkview

Hospital Lunch &

Learn 11am-1pm

Autumn Leaves

Networking

Breakfast 9am-

10:30am

United Way

ESPN

Networking

group

10am-12pm

The Broadmoor

at Creek side

Park Grand

Opening 4-7 pm

9 am Appt

12 pm Appt

9 am Appt

12 pm Appt

4 pm Appt

10 am Appt

12 pm Appt

3 pm Appt

12 pm Appt

3 pm Appt

5 pm Appt

10 am Appt

1 pm Appt

3 pm Appt

9 am Appt

12 pm Appt

3 pm Appt

In office setting

10 appts for next

week

1 pm Appt

5 pm Appt

2pm Appt

4pm Appt

In office setting 10

appts for next

week

• Fill calendar with events already scheduled

• Plug in appointments from Meetings and In-homes

Set 10 appts for

next week

“To every person, there comes in their lifetime, that special opportunity when they are offered the chance to do something great…What a tragedy if that moment finds them unprepared for the opportunity which could be their finest hour.”

- Winston Churchill

1. Schedule Quick Start

2. Customize Marketing Program

3. Schedule Sales Webinar and or Routine Ideas

4. Constant and Clear Communication to meet your goals!

5. Rinse and Repeat

Please let us know your thoughts, so we may make 2015 our best year ever!

800-486-9739

www.OberlinMarketing.com