ENGAGE! ABC's of Financial Fitness

A 5-Part Financial Fitness Series

Financial literacy is a significant problem in our country. Less than half of the states have financial literacy requirements in school leaving the vast majority of Americans to fend for themselves when it comes to understanding even the basics of finances.¹ We live in a world where immediate gratification is favored and the importance of debt management and retirement planning falls to the wayside.

Let's Change That

With our ABCs of Financial Fitness series, Americans can access pertinent financial education designed to give them the basics of financial literacy including debt management, maximizing cash flow, retirement planning strategies and even specific financial concepts that impact women.

Ready, Set, ENGAGE!

By taking the time to engage and educate your prospects and clients with our turn-key financial fitness program, you’re helping them learn the value of financial education, appreciate the services you provide and become more active in their financial planning.

Get Started With Our 5-Part Series

ABCs of Financial Fitness is a flexible series that you can easily tailor to meet your practice 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.

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 these presentations.

Let’s Get Started

Step 1: Get Your Workshops on The Calendar

In this first step, you will need to schedule your webinars. Set up a meeting appointment via your preferred video conferencing platform and don’t forget to double-check that the time, date and length of meetings all match what you’re looking to offer your clients.

Once webinars are set up you can move to step 2 where you will build your audience.

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.

Step 2: Build Your Audience

Two levels of ENGAGEment!

Level 1: Employer

Offering financial literacy programs to employers is a big opportunity. Employers often lack the resources to provide this comprehensive type of education for their employees. You can add value by implementing a series like this for an employer while getting in front of that employer’s staff and demonstrating your expertise and your value.

Level 2: Group or 1x1

Offer these workshops during staff meetings or separately scheduled meetings within the employer.

Other Engagement Opportunities

Market your workshops to your network and community
Further engage your existing book of business by inviting them to attend your next workshop

The Right Tools to Help You Reach Out

Give Your Clients/Prospects a Call

STEP 1: The Greeting

At the beginning of the call, take time for casual conversation. Small talk is how you make big connections and how relationships are formed.

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?

STEP 2: How You Can Help

Showcase your understanding with their circumstances by seeing the economic downturn through their eyes. What would be most impactful to them right now?

What has changed for you in the past year? How has that impacted your life and finances?

After gaining an understanding of the individual’s current concerns and needs, encourage them to attend your upcoming live discussion on one of the five financial literacy topics.

Without overwhelming you with too many details now, I am happy to set up some time for us on Zoom (or another video conferencing platform) to walk through some basic steps that could make an impact on your life and finances.

— or —

I am hosting a collaborative discussion on this topic on (date) on (presentation). I would encourage you to join us to see if we can identify areas to boost your financial wellness.

…and if any of your family members, friends, colleagues would be interested in attending the conversation as well, feel free to invite them to our meeting, or I can reach out to them directly.

STEP 3: Offer Your Time and Thank Them for Theirs

Close your conversation by positioning yourself as a resource and by thanking them for sharing their most precious asset with you, their time.

Go for the Inbox

The Invite

A phone call is always great but 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, they will receive an appointment on their calendar from the video conferencing platform containing a 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 double-check 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.

Complete 5-Part ABCS OF FINANCIAL FITNESS Workshop Series

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# 105876(0321)

Cash Flow Confirmation Email
Cat# 105877(0321)-1

Debt Management Confirmation Email
Cat# 105877(0321)-2

Countdown Confirmation Email
Cat# 105877(0321)-3

Social Security Confirmation Email
Cat# 105877(0321)-4

Woman Confirmation Email
Cat# 105877(0321)-5

Maximizing Cash Flow for Today and Tomorrow

Invitation Email
Cat# 105876(0321)-1

Confirmation Email
Cat# 105877(0321)-1

Debt Management and Student Loan Forgiveness

Invitation Email
Cat# 105876(0321)-2

Confirmation Email
Cat# 105877(0321)-2

The Countdown to Retirement Starts NOW

Invitation Email
Cat# 105876(0321)-3

Confirmation Email
Cat# 105877(0321)-3

Looking Beyond Social Security for Retirement Income Planning

Invitation Email
Cat# 105876(0321)-4

Confirmation Email
Cat# 105877(0321)-4

Retirement Planning Strategies for Women

Invitation Email
Cat# 105876(0321)-5

Confirmation Email
Cat# 105877(0321)-5

Get Social

Why Social Media?

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.

IMPORTANT REMINDERS!

Affiliated Agents: Please ensure NLG content is only shared through approved social media sites using Hearsay. See the Affiliated Social Media Playbook for how to do this.

Independent Agents: Don’t forget to follow the Do Good. Be Good. Make Good. accounts and share our posts!

Facebook: Do good. Be good. Make good.

Instagram: Do good. Be good. Make good.

LinkedIn: Do good. Be good. Make good.

Twitter: Do good. Be good. Make good.

Independent Agents, please note that you cannot post NLG content or any of our logos, images, videos, advertising, etc., directly to your social media profiles and accounts. However, we do allow you to share content from our corporate sites. See the Independent Social Media Playbook for how to do this.

Post 1
Cat# 105874(0321)

Post 2
Cat# 105874(0321)

Post 3
Cat# 105874(0321)

Post 4
Cat# 105874(0321)

Post 5
Cat# 105874(0321)

Post 6
Cat# 105874(0321)

Step 3: Get Presentation Ready

Now that you’ve scheduled your presentations, sent out your invites, and posted to social media you’re ready to get presentation ready. Each of the five presentations you will be giving are below.

PRO TIP
Though not a requirement, these types of presentations work very well when you co-present. Think about who your co-presenter will be if you choose this approach. Will it be an agent you often work with or do you want to invite someone from the employer to tag-team with you. An employer co-presenter might be the head of HR, benefits, finance, payroll or even public relations.