These events bring together seniors (often 55+) in a community setting, in one room, at one time.

Because you’re educating instead of cold-calling, you build trust and credibility fast.

The attendees are already gathering and aware of the Life Insurance topic, which means you meet people who are more likely to take action.

You, as the agent, are responsible for providing the food for the Lunch & Learn. It is totally your call what type of food you’d like to bring. Pizza, chips, iced teas are usually the easiest.

We will notify you in advance of the headcount we get from the community manager so that you can order enough food. Be sure to account for several walk-ins who didn’t sign up.

While results vary by market and community, we work with vetted communities and pre-qualified audiences. Some communities have 10-20 while others see 30+ in one session. Although at times, you many not get 100% of attendance of those who signed up, majority do go.

Since you’re the expert presenting, you meet many who are already somewhat engaged.

We cannot guarantee a specific number of client sales since conversion depends on your follow-up, presentation, and closing strategy.

However, based on statistics from actual Learn & Earn clients, they have a minimum of a 420% ROI, to date.

What we can guarantee is that we’ll schedule events with a pre-qualified communities and provide you the tools to engage.

We cannot guarantee that a certain number of seniors will show up to your Lunch & Learn.

We work very closely with the social coordinators at the community to ensure that you get a strong turnout. In addition, we provide you with a copy of the sign-up sheet in advance of your event. However, even with that, it does not guarantee 100% of them will attend.

Based on our years of experience with this program, majority do show up.

After your onboarding and branding/setup, we aim to have your first event scheduled as quickly as possible — often within a few weeks depending on your market.

We research and identify senior housing communities, affordable housing, 55+ villages, senior centers or other venues in the ZIP codes you choose.

We reach out, qualify the community’s interest level, work with their activities or amenities staff, then we provide the branded flyers and sign-up sheets and promote the event.

We connect with the community liaison periodically leading up to the event to get a sense of the headcount and report that information back to you.

We’ll supply a branded 3-part presentation as well as Best Practices and a detailed check list of everything you will need to prepare in advance of the event.

Bring yourself, your personality, and be ready to talk to people individually after the session.

That’s what our Ongoing (Pay-Per-Event) option is for. You add it any time and cancel with 30 days’ notice. No long-term commitment if you don’t want it.

Although that’s not at all ideal, things happen. No matter how much a community manager can help put flyers out and get the seniors excited for the event, there’s a chance (although small) that no one shows up.

In those cases, we will do right by you and make it up with another event at a different location.