This content is currently being updated. If you are looking for certain marketing pieces or content, please contact Craig Roers at CraigR@NewmanLTC.com for assistance.
August LTCI Marketing Tools Menu
In August, we discuss some non-traditional ways of funding LTCI premiums.
These include HSAs, 1035 Exchanges, Reverse Mortgages and Annuities. We also discuss how families can co-op premiums payments and why a smaller starter policy might be a good option for some.
Ideal for clients who looked at LTCI, but weren't sure where they would find the premium dollars.
Disclaimer: By using any of these pieces, you are assuming all responsibility for the content of these pieces. Please use as you wish, and modify as needed to meet your own compliance requirements.
Newman Financial Services, LLC dba Newman Long Term Care is not liable for any errors or omissions contained herein, or in any state or company compliance issues that may arise from improper use of these items.
Starters (Pick 2) Quick and easy, these pieces are easy to share and don't take much time to prepare.
Infographics: Creative ways to pay for long term care insurance
Print off and hand out, include in your newsletters or mailings, or include in your social media and email for the month.
Like traditional icebreakers, they are ideal for use in networking events or other social engagements. They also offer easy ways to work bring up LTCI near the end of phone conversation.
In addition, they can be used in Social Media such as Facebook or LinkedIn, as these sites offer more character space than Twitter.
Specials Learn how to use a 1035 Exchange to fund traditional LTCI premiums
Video: 1 minute video from the U.S. Department of Health and Human Services on different ways to pay
Uses: A nice short video to share with your clients, as it prompts them to think about how they will pay for care, and prompts them to speak with a financial or insurance advisor to learn about their options.
Use on your website, in emails, or in your newsletter.
Entrees (Pick 1) These pieces are all pretty hearty, and take a bit more work, so don't bite off more than you can chew. Pick just one, and do it well.
Feature Article
Submit to your local newspapers or trade publications with your name and contact information. Print under your name and include as an envelope stuffer, larger email or use as website/blog content.
Designed for Twitter use with enough room to add a link, email address, etc. Tweet these short blurbs throughout the month. They also work great as a passive marketing taglines you can include in your email signature.
Blog/newsletter article
Designed for shorter article use like those favored in print or electronic newsletters (ConstantContact, CoolerEmail, etc.).
Dessert Some additional pieces including Agent Use Only reference pieces detailing some of the ways to pay for premiums. Also, a study on consumer behavior that shows the need to design plans with affordable premiums.
Disclaimer: By using any of these pieces, you are assuming all responsibility for the content of these pieces. Please use as you wish, and modify as needed to meet your own compliance requirements.
Newman Financial Services, LLC dba Newman Long Term Care is not liable for any errors or omissions contained herein, or in any state or company compliance issues that may arise from improper use of these items.
