HVelocity
Expert
How do you market a charitable giving program to churches?
I am starting my second niche market campaign (My first is to veterans - I'm a vet.).
I'm brainstorming on letters to write to church leadership as an intro (2 paragraph deals to set them up for a follow up call and appointment scheduling). I want to see if any of you, who work charitable giving programs, have suggestions.
Also, I'm making a 2 tiered approach. First, life and disability for individuals. Focusing on low/middle income with $50k + policies (Sort of FE type stuff but with a larger benefit for loss of income, etc). Second, CRT's to help the church stabilize revenue, and enable more planning for programs and projects. I don want to work for the churches, I just want to write the life and annuities. After, I can market my wealth planning program to my clients.
I have an "influencer" who can bring to over 200 churches (I only need a few), and I am a member of one of the churches (My first target) - if you were wondering why this niche.
Thanks for your interest.
1) Benefits to churches
2) Benefits to congregation (Individuals & Families)
3) Features
2) Benefits to congregation (Individuals & Families)
3) Features
I am starting my second niche market campaign (My first is to veterans - I'm a vet.).
I'm brainstorming on letters to write to church leadership as an intro (2 paragraph deals to set them up for a follow up call and appointment scheduling). I want to see if any of you, who work charitable giving programs, have suggestions.
Also, I'm making a 2 tiered approach. First, life and disability for individuals. Focusing on low/middle income with $50k + policies (Sort of FE type stuff but with a larger benefit for loss of income, etc). Second, CRT's to help the church stabilize revenue, and enable more planning for programs and projects. I don want to work for the churches, I just want to write the life and annuities. After, I can market my wealth planning program to my clients.
I have an "influencer" who can bring to over 200 churches (I only need a few), and I am a member of one of the churches (My first target) - if you were wondering why this niche.
Thanks for your interest.
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