LEARN & EARN

MEET. EDUCATE. GENERATE.

A marketing & lead generation solution helping life insurance agents minimize lead cost & increase profitability.

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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.

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???

Stressed out man in suit

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

  • 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.

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