Seminar in Assisted Living

[Jack B]

Myself and my agents do seminars often. I usually pick retirement communities that have a common room. Never assisted living or convalescent homes though.

The trick is to talk directly to the owner/manager or an events coordinator if they have one. Most of the time they are happy to host an event. They love having something for their residents to do on site!

Now.. you have to be careful of your wording when you schedule these events. No one will want to show up if they have to spend money. Your presentation has to be more"educational" than your typical presentation. I do these seminars to mainly get leads as opposed to writing them up right then and there.

This is how I present myself to the managers/ owners:


"Hi!! My name is GMDM and I'm the local representative for the golden memorial plan. One of the things I do as your local representative is host workshops in the area educating seniors on the importance of planning and funding their final expenses in advance. I will supply light snacks and beverages. Along with a raffle at the end."

Usually costs me as much as a lead.

What props do you use for presentation, if any, Powerpoint blackboard?

 

[GMDM100k]

What props do you use for presentation, if any, Powerpoint blackboard?

No props. Not really. I make up either folders or bags with different marketing materials. I don't like to be stuck up at the front of the room with a board or laptop. I kinda like to walk around the room as I talk .

I usually get a packet together with documentation supporting what I am trying to present. I hand the packets out in the beginning and pretty much go over the info in the packets.

I tailor my presentation around funeral coverage.

A few things I include:

Funeral cost estimate sheet by state.
Veterans information brochure.
10 misconceptions about funerals
Whole life insurance facts and FAQs
Some sort of "my final wishes booklet"

I never give a quote for coverage though. Anyone that wants personalized info I set an appointment with.