AFFILIATED
Social Media Playbook
Your Path to Success on Social Media
Worldwide, social media sites have attracted billions of users across all age groups who are actively interacting with friends and businesses every day.
Having an active social presence will help you build valuable relationships and general trust among your audience, whether they’re customers or even potential recruits. Social is an important touchpoint for forging and strengthening relationships with your current and potential customers that have come to expect a professional presence from businesses on social media. According to the 2022 Insurance Barometer, by Life Happens and LIMRA, 53% of Americans use social media to explore financial information. This number has more than doubled over the past three years. At such a dynamic pace, social media will likely continue to grow in importance across the industry. It’s essential for you, a financial professional, to understand how to navigate and best leverage the power of social media.
What’s the benefit of using social media?
Your clients and potential clients are already there – and expect you to be.
It’s free marketing for your business.
We have tools, such as Hearsay Social, to help you automate your efforts and keeps you compliant.
According to the 2022 Insurance Barometer, by Life Happens and LIMRA, 53% of Americans use social media to explore financial information. This number has more than doubled over the past three years. At such a dynamic pace, social media will likely continue to grow in importance across the industry. It’s essential for you, a financial professional, to understand how to navigate and best leverage the power of social media.
Getting Started
Whether you’re just starting out or are an advanced social media user, we’ve provided resources on this portal to guide you on best practices for each approved social network as well as on broadly applicable social strategy topics such as content creation and engagement
Social Media Policy
Before you start your social media journey, be sure to read our Official Social Media Policy so you can get started on the right foot.
Quick Tips and Guides
Learn how to compliantly maximize your efforts using our quick tips and guides
Using Hearsay
Before you start you social media journey, be sure to read our Official Social Media Policy so you can get started on the right foot.
National Life’s Social Media Management Tool
Hearsay is our required social media management and compliance platform where you will manage all your Business’ social media activity. With Hearsay you will be able to schedule posts across your social media channels, recieve compliance approval on new content, access pre-approved content from National Life, and more. Visit our Hearsay Social Platform Guide to learn how to connect your approved LinkedIn page and everything Hearsay can do for your business.
Approved Social Media Platforms
LinkedIn is a social networking channel primarily designed for the business community. As the world’s largest professional network, LinkedIn’s mission is “to connect the world’s professionals to make them more productive and successful.” LinkedIn is not only an incredibly powerful networking source but a highly effective marketing tool.
Facebook is a social networking platform that allows registered users to connect and share with friends, family, and colleagues. It can also be a powerful marketing and networking tool. As the largest social network in the world, Facebook’s mission is “to give people the power to share and make the world more open and connected.” It can also be a powerful marketing tool.
Instagram is a media-based social network owned by Facebook, focused on showcasing photos and short videos. Users come to Instagram to be inspired and discover things they care about, including content from brands and businesses.
Twitter is a social networking channel that allows people to share and receive information through quick, short updates, known as “tweets”. Twitter’s mission is to “give everyone the power to create and share ideas and information instantly, without barriers.”
Set-up and Connect Social Media Accounts
Before you start you social media journey, be sure to read our Official Social Media Policy so you can get started on the right foot.
STEP 1
Having an approved LinkedIn profile page is a prerequisite to using any other social channel at National Life. Whether you’re creating a new LinkedIn account or want to use an existing profile – check out our LinkedIn Profile Optimization Guide. Getting your LinkedIn Profile approved is the first step to getting connected to Hearsay, our required social media management and compliance tool.
STEP 2
When you receive compliance approval of your LinkedIn Profile Page you will also receive specific instructions to access Hearsay and connect your approved social channels.
STEP 3
Once your approved LinkedIn profile page is connected to Hearsay, you will have the option to connect other approved social pages or profiles includng Facebook and Twitter. For each social network that you want to post to, review our helpful guides – coming soon.
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX, and affiliates. Each company of National Life Group® is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in NY and does not conduct insurance business in NY. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.
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