"HOW TO"---an FE "Seminar?"

[YaWatever]

I have a low income group of apartments with a VERY knowledgeable Coordinator (Former case worker with the State)

She went on a crusade to get her 200+ residents appropriate Advantage plans--and I was timely and helpful and have enrolled a number of her residents

She called today and has two residents that need FE--and she said "Why don't we do it just like Medicare--have a meeting and then sign up those that want it"

I heard myself say yes then on the way home I realized--its NOT like Medicare where its all canned---it sounds like a great opportunity but have no idea how to structure a presentation

Surely you Wise Men of the East have delivered for Frankincense and Myrrh for the season and can give me some ideas where to find some good materials?

 

[donamese]

Basic costs that go along with dying....cremation, funeral, burial, casket, flowers, etc. Then all the other bills that are likely to hit the family or just a gift to family. Tax free benefit to the beneficiary to cover all this. Emotional plug about someone close dying and remembering how challenging it was to deal with both emotionally and financially.

Don't get into company specifics, simply how the process works and that there are only some medical questions but no exams. Let them know you are the expert and will fit them with the lowest cost company they can qualify for as each has their niche of what conditions they take.

 

[HoosierLife]

No experience but whatever you do, somehow get everybody's info to meet with them individually at a later date.

As you said, no one size fits all with FE.

 

[WinoBlues]

Good advice so far. SpurCity has done these. Reach out to him. Sounds like a great opportunity.

Watch for ownership issues. Which the coordinator will be aware of.

 

[jdeasy]

I have a low income group of apartments with a VERY knowledgeable Coordinator (Former case worker with the State)

She went on a crusade to get her 200+ residents appropriate Advantage plans--and I was timely and helpful and have enrolled a number of her residents

She called today and has two residents that need FE--and she said "Why don't we do it just like Medicare--have a meeting and then sign up those that want it"

I heard myself say yes then on the way home I realized--its NOT like Medicare where its all canned---it sounds like a great opportunity but have no idea how to structure a presentation

Surely you Wise Men of the East have delivered for Frankincense and Myrrh for the season and can give me some ideas where to find some good materials?

I've done some similar. Group presentations, that is.

I treat them just like any one on one presentation. Just not the warm up. The introduction is a fine warm up.

I use my 4 Questions presentation just as if I was in their home. It's designed to educate and that's what I'm there for.

Then a question and answer session. That's the best part. I offer to stick around afterwards for anyone that wants to discuss one on one. Some will do applications that day. Most won't. I pass out business cards and tell them to call me to set up appointments if they want to talk more.

I do not gather info from the attendees. I learned that's the best way to not get invited back. Calling on the people after the meeting. If they want to talk they will call.

 

[jn8691mr]

I've done some similar. Group presentations, that is. I treat them just like any one on one presentation. Just not the warm up. The introduction is a fine warm up. I use my 4 Questions presentation just as if I was in their home. It's designed to educate and that's what I'm there for. Then a question and answer session. That's the best part. I offer to stick around afterwards for anyone that wants to discuss one on one. Some will do applications that day. Most won't. I pass out business cards and tell them to call me to set up appointments if they want to talk more. I do not gather info from the attendees. I learned that's the best way to not get invited back. Calling on the people after the meeting. If they want to talk they will call.

What are your 4 questions?

 

[smokin goose]

What are your 4 questions?

Do you have an account?
Is there money in it?
You feeling ok today?
What's your account number?

:-) JK

 

[cb85]

I have a low income group of apartments with a VERY knowledgeable Coordinator (Former case worker with the State)

She went on a crusade to get her 200+ residents appropriate Advantage plans--and I was timely and helpful and have enrolled a number of her residents

She called today and has two residents that need FE--and she said "Why don't we do it just like Medicare--have a meeting and then sign up those that want it"

I heard myself say yes then on the way home I realized--its NOT like Medicare where its all canned---it sounds like a great opportunity but have no idea how to structure a presentation

Surely you Wise Men of the East have delivered for Frankincense and Myrrh for the season and can give me some ideas where to find some good materials?

I use to do these, had very good success. I always brought 2 or 3 of my agents along too so I didn't have to boom appointments and could close same day. Of course not everyone is ready to commit. I use to always make it fun too: bingo, arts and crafts, or some sort of raffle. Something to attract more people while I'm there. The last one I did was about 4 years back in Terre Haute, IN. I had close to 50 show up and we walked away with 9 apps that same day. Where do you live?

 

[jn8691mr]

I use to do these, had very good success. I always brought 2 or 3 of my agents along too so I didn't have to boom appointments and could close same day. Of course not everyone is ready to commit. I use to always make it fun too: bingo, arts and crafts, or some sort of raffle. Something to attract more people while I'm there. The last one I did was about 4 years back in Terre Haute, IN. I had close to 50 show up and we walked away with 9 apps that same day. Where do you live?

You would do these at apartment complexes?

 

[cb85]

You would do these at apartment complexes?

Yeah and retirement complexes. I'd research those complexes in different cities and would book 3-5 "events" in each city. I'd just call and speak to the director of complex and tell her a little bit about what I do and why I do it. And would tell her what game we would play. Bingo is a big one, but because I use my own expenses to have an arts and crafts or buy everyone ice cream they enjoy when I come bc it helps them too. So it becomes a win win