Most times, it’s easier said than done for someone to say, “start saving for retirement!” – but it may not always feel easy to actually start doing it. Despite today’s unsteady economic environment, the earlier your clients start saving for retirement the more impact they will have towards their long-term retirement goals. Implementing small, manageable financial goals such as putting aside money on a monthly basis, and making small adjustments to budgets, provides a clear path to building retirement savings. In the Easy Way to Start Saving presentation, we break this concept down even further to get that conversation started between you and your clients/prospects.
Along with the Easy Way to Start Saving presentation included here, you will also find tailored call prompts, social media posts, and email templates to aid in the virtual connection between you and your clients. Use these tools to show your clients and prospects that you are still here to connect with them, virtually, and ready to strategize with them on how to take easy, simple steps toward saving for their future retirement.
This video is for training purposes only and may not be shared with consumers.
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TAKE NOTE |
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.
Robert! 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?
Saving $200 a month is easier than you might think, and I can guide you on where those savings can be found, so you can see them become a reality right now, and within your retirement savings.
After gaining an understanding of the client’s current financial needs or concerns, encourage them to attend your upcoming live discussion on the topic of “Easy Ways to Save.”
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.
You have the expertise to guide your client on these easy steps to increasing their savings for retirement. 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.
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.
Affiliated agents, please find these posts in the Hearsay library for use on your approved social media sites. Filter the posts by “Achieving Retirement Success” to find them. 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. Please see the Social Media Playbook for more details.
These posts will increase the engagement you have with your audiences and further your chances of connecting with them on longer form communication opportunities. Use your social connection to set up private appointments or invite them to a group discussion on Easy Ways to Start Saving, the presentation we’ve provided here with simple steps to make saving for retirement easier than they might expect.
Use these social posts to engage with potential clients virtually, and build your client base in this “new normal”. Doing so will position yourself as a trusted financial professional who pivots when necessary to continue supporting the community you work within.
The email templates included here are intended to aid you in your communication to consumers to attend a webinar, hosted by you. We have included suggested steps below to help you in using them.
STEP 1: 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.
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 link into the [ADD LINK HERE] section on the Invite Email provided
Note: setting up the registration link is a crucial step, so that your clients can access your group presentation discussion. The registration link will also allow you to capture more data on who is planning to attend so that you can appropriately prepare for the group you will have live during your webinar.
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.
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 registeration 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.
Invitation Email
Cat# 105411
Confirmation Email
Cat# 105412
