As ironic as it is, the one sector who values education and life-long learning the most is often undereducated when it comes to understanding the basics of finances. But why? We can tell you it’s not for lack of interest. Too often, school employees are not offered the financial education they need to make informed decisions about their spending habits, debt management, school loans and retirement savings. Without the proper knowledge of how finances work, educators lack the confidence and initiative to take control.
With our ABCs of Financial Fitness series, school employees can access pertinent financial education designed to cover the basics, giving them the confidence to feel empowered to advocate for their best futures.
DID YOU KNOW? Source: Improving Retirement Savings for America’s Public Educators, NTSA, 2018 |
By taking the time to engage and educate this audience with our turn-key financial fitness program, you’re helping prospects learn the value of financial preparedness, appreciate the services you provide and become more proactive in saving for retirement. And by offering your existing clients this program, you are increasing their satisfaction and confidence with their current planning.
ABCs of Financial Fitness for Educators is a flexible series that you can easily tailor to meet your needs and approach. Use all five presentations by accessing our complete 5-part series or choose the specific presentations you want to offer in a la carte style.
You’ll also need to determine who your audience is when offering this series. You can approach plan sponsors and offer this valuable series to their employees or offer the invitation at the school and employee level. Remember when marketing to schools or employees that you must verify with Retirement Services that you are allowed to market within a specific school slot, and you must have prior permission from the school or district to email marketing to any school address.
Below you will find everything you need to build your audience, invite attendees, make your presentation(s) and follow-up after the presentation(s) has been made.
Simply click on the complete 5-part series if you are planning on delivering each of the five presentations in a series or choose the individual presentations you want to make. This presentation kit allows you to deliver as little as one of the presentations or as many as all five. No specific order is required when delivering a presentation.
The first thing you will need to do is schedule these webinars. Set up a meeting appointment via your preferred video conferencing platform (Zoom, Skype, Ring, etc.) – doublecheck that the time, date, and length of meeting all match what you’re looking to offer your clients.
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ESI representatives, be aware of your restrictions for conducting webinars and setting appointments. See ESI Field Notice 2020-06 regarding video seminars, and ESI Supervisory Procedures regarding electronic communications such as appointment setting applications.
Once webinars are set up you can get started with building your audience and sending out the invites.
Did you know that many school employees are looking for more support and education opportunities from their district when it comes to learning about basic finances and the ins and outs of retirement planning and fund distribution? Furthermore, districts often lack the resources to provide this comprehensive type of education for their employees. You can add that value with this series.
Acquire access to groups of new prospects by winning over their employer. When you’ve gained employer support, and they’ve granted you access, take it to Level 2! Remember when marketing to schools that you must verify with Retirement Services that you are allowed to market within a specific school slot.
Share the Help Educators Educate Themselves flyer with plan sponsors.
Offer these workshops during faculty meetings or separately scheduled meetings within a school.
This program is not just for prospects, further engage your existing book of business by inviting them today to your next ABCs of Financial Fitness workshop. Remember how this type of education and contact will only increase your client’s satisfaction and confidence with their current planning – and with you!
At the beginning of the call take the opportunity to ask your client how they are holding up and if the health and safety of their family is intact. In turn, it is your opportunity to offer ways you’ve stayed connected with family/friends while staying home – showcase your compassion and understanding for the difficult environment the pandemic has placed on the economy, communities, and our families.
Kendra! It's so nice to have you on the phone, it’s been a while since we last spoke. How are you? Family/Friends are staying healthy?
Showcase your understanding and empathy with their circumstances by seeing the economic downturn through their eyes. What would be most impactful to them right now?
In doing some research, it’s come to my attention that now more than ever school employees are looking for additional support and education when it comes to understanding their finances, managing debt, exploring loan forgiveness programs, budgeting and saving. The economic downturn has really impacted so many individuals financially.
After gaining an understanding of the client’s current financial needs or concerns, encourage them to attend your upcoming one of the financial fitness topics.
In the meantime, I’m going to send you an email. In it is a link to a great educational tool called “Retirement Homeroom.” Take a few minutes to look at it. It will help you better understand and become fluent in expressing your personal retirement needs.
For the purposes of this initial call, don’t overwhelm your client/prospect with too many details. It is most important to show that you care for the individuals in your community, specifically those who are preparing for or nearing retirement and to offer your expertise and services in ways to help them.
Encourage them to attend your webinar, or to schedule a private meeting to further the conversation you have started today.
Without overwhelming you with too many details now, I am happy to set up some time for us on Zoom (or another video conferencing application) to walk through these potential solutions to help you build immediate savings and to safeguard your plans for a secure retirement.
OR
I am hosting a collaborative discussion on this topic on [DATE] on howto leverage these practical savings tools for immediate and future financial needs. I would encourage you to join us to see if we can identify areas to help build the cash in your pocket!
…and If any of your colleagues or friends would be interested in attending this conversation as well, feel free to invite them to our meeting, or I can reach out to them directly.
Close your conversation by positioning yourself as their resource during this difficult time and by thanking them for sharing their most precious asset with you, their time.
A phone call is always great but by also sending an email invite will give your potential attendees something tangible to read and share. Go ahead and use our approved email invite here and then make sure to send the confirmation email to any registrants.
The email templates included in each presentation kit below are intended to aid you in your communication to consumers to attend a webinar, hosted by you. We have included suggested steps to help you in using them.
When your clients register via the link you provide them with, they will receive an appointment on their calendar from the video conferencing platform containing all direct link to access the webinar. We also recommend reaching out to your attendees and clients to confirm their registration and provide a reminder of the webinar information. Use the Confirmation Email provided to provide a direct link to the meeting as well as your contact information. Remember to submit your personalized email and an Advertising Submission Form to AdReview@NationalLife.com for compliance approval prior to sending.
STEP 1: |
For each session you plan to present you will need to set up a meeting appointment via your preferred video conferencing platform (Zoom, Skype, Ring, etc.). Remember to doublecheck that the time, date, and length of meeting all match what you’re looking to offer your clients. ESI representatives, be aware of your restrictions for conducting webinars and setting appointments. See ESI Field Notice 2020-06 regarding video seminars, and ESI Supervisory Procedures regarding electronic communications such as appointment setting applications. |
STEP 2: |
Copy and paste the registration links into the [ADD LINK HERE] section on the Invite Email provided. |
STEP 3: |
Update the other areas necessary in the Invite Email (date, time, agent name, and contact information). |
STEP 4: |
Submit email and Advertising Submission Form to AdReview@NationalLife.com for compliance approval. |
STEP 5: |
Once approved, send email to prospects and current clients to drive up your audience attendance for your webinar, as well as set up private appointments. |
STEP 6: |
Use the confirmation email template(s) for each of the sessions your prospects and clients have registered for. |
When presenting the full series, send the series invitation email here with individual registration links for each session added. Then, use the individual presentation emails below to confirm with your attendees prior to each presentation.
Full Series Invitation Email
Cat# 105711
Cash Flow Confirmation Email
Cat# 105711-1
Debt Management Confirmation Email
Cat# 105711-2
Countdown Confirmation Email
Cat# 105711-3
Social Security Confirmation Email
Cat# 105711-4
Woman Confirmation Email
Cat# 105711-5
Invitation Email
Cat# 105711-1
Confirmation Email
Cat# 105710-1
Invitation Email
Cat# 105711-2
Confirmation Email
Cat# 105710-2
Invitation Email
Cat# 105711-3
Confirmation Email
Cat# 105710-3
Invitation Email
Cat# 105711-4
Confirmation Email
Cat# 105710-4
Invitation Email
Cat# 105715-1
Confirmation Email
Cat# 105710-5
Social media is an informal approach to tease some of the larger topics that you can help with, without going into too many details upfront. It also provides you with the insight on who is interacting with your content and how, potentially providing you with a short list of prospective clients to follow up with personally.
We have created a few social posts for you to utilize in your own marketing on social media platforms to make saving for retirement (while getting out of debt) more relatable to your different audience pools. View the Social Media Playbook.
Affiliated agents, please find these posts in the Hearsay library for use on your approved social media sites. Independent agents, you can post these to your LinkedIn, Facebook Business, Twitter or Instagram pages only - please do not add extra comments about the post.
Pull your clients in with these posts and increase your chances of connecting with them in a very real way. Use the contact to set up private appointments or invite them to a group discussion regarding financial fitness. By using these social posts to engage with potential clients virtually, you are building your client base in this “new normal” and positioning yourself as a financial professional who pivots when necessary to continue supporting your community.
Now that you’ve scheduled your presentations, sent out your invites, posted to social media, you’re ready to get presentation ready. Each of the five presentations you will be giving are below.
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Download the Presentation
Cat# 105713
Discussion Flyer 2
Cat# 105744
Download the Presentation
Cat# 105714
Discussion Flyer 3
Cat# 105745
Download the Presentation
Cat# 105716
Discussion Flyer 5
Cat# 105747
Download the Presentation
Cat# 105712
Download the Presentation
Cat# 105713
Download the Presentation
Cat# 105714
Cat# 105715
Download the Presentation
Cat# 105716
It’s important to take the time to express your gratitude to those who attend your workshops. Use this email template as a thank you following the event. Make sure to send within two days of the event.
Follow-Up Email
Cat# 105789