LEARN & EARN

A comprehensive marketing and lead generation solution for life insurance agents.

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Learn & Earn Marketing Solutions provides life insurance agents with the holy grail to lead generation- the most efficient way to meet and build rapport with high intent leads.

We hand you leads on a silver platter through a proven system of educational Lunch & Learns.

Most independent agents spend a perplexing amount of time and money…on LEADS!

But, every lead investment requires days, weeks, and months of time dedicated to making contact with those leads, earning trust, and building credibility.

Without fail, many of the leads purchased will prove to be time wasters, tire kickers or window shoppers, some with curiosity, but many low intent, or worse.

Now, imagine researching, contacting, and fostering relationships with targeted communities while you develop an informative presentation, plan raffle prizes, effectively market multiple events that assure attendees, do follow-ups, develop flyers, and branded materials, all while you’re managing your day-to-day workload.

Stressed out man in suit

WHO HAS TIME FOR THAT???

It’s challenging for successful agents to run leads, service clients, and find time to recruit, learn, grow or take on anything new.

So, you can continue to purchase leads, but have you considered putting yourself in a room full of prospects at one time?

As your marketing team, Learn & Earn will do the heavy lifting getting you in front of a group of high-intent leads in one room.

A diverse group of people attending a Life Insurance seminar or workshop, with a woman in the foreground raising her hand to ask or answer a question about which life insurance plan is best for her, in a room with a brick wall background.
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Enter Learn & Earn

Hosting seminars 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 Final Expense agents because the front-end is loaded with time consuming work and planning.

It requires a lot of time & administrative support, which will result in neglect of the day-to-day lead activity.

That’s where L&E comes in!

What we do for you

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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Be prepared to prosper

Your customized “Learn & Earn Kit” equips you with tools that enable you to hit the ground running - ensuring event success.

Select your package of events and the optional Learn & Earn Kit, which provides all the essentials.

L&E Marketing Kit

A collage of various informational posters and handouts related to life insurance, marketing, and financial planning, including a flyer titled "L&L Marketing Kit." The materials include charts, checklists, and promotional content with images of people and diagrams.

customized branded marketing & training material

BRANDED MARKETING

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White arrow painted on a blue brick wall pointing to the right.
White arrow pointing to the right painted on a blue brick wall.
White left and right arrows painted on a blue brick wall.
White arrow painted on a blue brick wall, pointing to the right.
White arrow painted on a blue brick wall, pointing to the right.
White arrow painted on a blue brick wall, pointing to the right.
White arrow painted on a blue brick wall, pointing to the right.

Branded marketing collateral*

Branded 3 part presentation*

Branded Advertisement Flyer*,**

Branded Sign-in Sheet*, **

Branded 2 Sided Free Policy Review Brochure*

Plastic Branded Ad signs for display*

Branded Raffle Lead Cards*

Raffle Prizes

Training Materials

White arrow pointing left and right on a blue brick wall.
Blue brick wall with a white arrow pointing to the right.
A white arrow painted on a blue brick wall, pointing to the right.
White arrow pointing to the right on a blue brick wall.
A white arrow pointing to the right on a blue brick wall.
A white arrow painted on a blue brick wall, pointing to the right.
White arrow on a blue brick wall pointing to the right.

Check list of required essentials

Policy Review training guide

Video of presentation

Instruction guide

Best Practices

Onboarding training call

Ongoing support

L&E Kit is not included with Event Only package.

*Marketing materials are customized with Agent’s brand, headshot, and contact info.

**Provided directly to the community contact for event promotion.

Choose your plan

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