Marketing Estate & Elder Law Services to Women
•
free download promotion guide
•
basic package
•
view sample slides
•
companion brochure
•
turnkey promotional campaign
• internet marketing
• free sample postcard
Free Webinar --
Reaching Women, The Most Powerful & Elusive Consumers
Women have been described as the most powerful and elusive of
consumers. During our free webinar, Marketing Estate Planning
Services to Women, you'll learn why they are so powerful, what makes
them so elusive, and how they can help build your estate planning (and
elder law) practice. Click the link below to view in Windows Media
Player or download for viewing later. Please note, this is a very large
file, so please be patient.
Click Here to view in Windows Media Player or right-click to
download and view off-line.
Year-Round Campaign to Reach Women
Just in case you weren't aware of the necessity
of marketing to women, consider the following facts from the July 11
issue of Fortune magazine:
- Women will control 60% of all wealth in America by 2010.
- 10.1 million businesses are owned by women (50% or more),
employing more than 13 million people, and generating $1.9 trillion
in sales as of 2008.
- More than two-thirds (67%) of women business owners choose
financial products and services based on their relationship and
experience with a financial consultant.
- Because women live longer than men, they will end up in charge
of much of the $41 trillion expected to pass from generation to
generation over the next fifty years.
Do we have your attention?
We have developed a turn-key marketing campaign to help you reach out
to women. The basic
package bundles together the workshop presentation "Women, Money & The
Law," with the ready-to-print
companion brochure, and a detailed
promotions guide. Additionally, we've packaged a turn-key promotional
program, incorporating direct mail and
Internet marketing to ensure your
success.
Download the FREE Promotions Guide Here.
Here is an excerpt from the
Promotions Guide:
Goal: To reach the family’s primary purchasing decision maker
with a compelling message about estate planning to protect herself and
her loved ones.
The Event: Plan a special for women only event,
focusing on women’s roles as mothers and daughters. The event should be
fun and upscale. A Mother-Daughter Tea,
offered at mid-morning is a perfect budget-friendly solution.
The Possible Players:
- Your Own Client Base is a great place to start. Invite
all of the women in your client base as an appreciation event. Encourage them to bring their own mothers, daughters,
grandmothers, siblings, nieces, etc. This is a terrific way to
expand your influence and generate client referrals. Plus, you will
certainly find that many of your own clients have additional needs
to be addressed as their own circumstances change.
- Banks Are a Natural for Joint Marketing This Type of Event.
A larger bank could sponsor several such events at various locations
within their market area. Mailing to their account-holders, posters
on-site, flyers inserted with deposit slips at the teller window or
with bank statements by mail are all excellent ways to promote the
event. Additionally, in order to generate new business, local
newspaper and radio advertising would be effective. Banks also may
want to invite local businesses in a joint marketing effort to honor
mothers, to include florists, restaurants, caterers, salons, spas
and health clubs.
- Financial & Insurance Advisors could sponsor this event
for their own client base with a simple post card mailing, or expand
it to include a purchased list of women business owners. The Tea
could be hosted as a client appreciation event, and all current
clients encouraged to bring their mothers and/or daughters to
generate new referrals.
- Health Clubs, Spas and/or Salons could host and
co-sponsor this event for their clients and members. It would even
be permissible to charge a small fee for admission, especially if
various “goodies” are included such as beauty samples, complimentary
chair massage, paraffin treatment, or gift certificates, etc.
These are just a few of the marketing opportunities. Using these
ideas as a springboard, you may be able to come up with many more. What
about a church group? Or a women’s association? Or even an upscale
homeowners association? The country club? Women golfers?
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Get Started, and Save Money with the Basic Package
Women, Money & the Law workshop on CD and Ready-to-Print companion
brochure
Regular price for workshop on CD ($250), ready-to-print brochure
($125) and set-up ($125): $500
Buy the bundled package now for $425 and save $75!
Buy Now for $425
Women, Money & The Law describes women's unique roles and special needs
as they relate to comprehensive estate planning. This program explains the
importance of incapacity planning, estate planning and financial issues
and introduces an overview of risks involved.
Women, Money & The Law is a turn-key workshop designed to be
presented in about an hour (or less). It is appropriate for women of all
ages (and their family members) as well as their financial advisors. Be sure to use the companion brochure,
Women & The Law,
as a hand-out on-site to maximize your seminar opportunities!
View Five Sample Slides
(Requires Adobe Acrobat Reader Version 5 or later)
Review Companion Brochure:
Women & The Law
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Outsource Your Promotional Campaign to
Integrity Marketing Solutions
Put the professionals at Integrity Marketing Solutions to work for
you, and keep your staff on-task serving clients! Utilize our turn-key
service to create, customize, manage and mail your promotional and
follow-up communications. Send us your own lists, or let us select
consumer or business lists for you. We will then execute the entire mail
campaign, leaving you and your staff free to better serve your clients!
Campaign Management & Licensing Fee: $375
List Options
We will work with you to select an appropriate targeted list for your
campaign. There is no additional fee for list selection and planning,
only for the actual cost of any final, purchased list(s).
1. Provided (client or customer) list – no charge
2. Selected consumer list (demographic selection) – 5-cents per name
3. Selected business list – 15-cents per name
Promotional Postcard Mailing
Your campaign includes management of up to three separate mailings to
a single list, along with customization of your choice of up to three licensed post cards. You will be billed
separately for the actual cost of your postcard printing and postage (see
below).
| Quantity Per
Mailing |
Price Per
Each* |
Postage |
| 200-499 |
99-cents |
44-cents |
| 500-999 |
85-cents |
32-cents |
| 1,000-2,500 |
79-cents |
32-cents |
|
*Price does not include list purchase
|
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Follow-Up Postcard Mailing Option
Your campaign management, of course, includes essential follow-up! Send us your final attendee list, we will customize your follow-up
postcard and drop it into the mail within 2 business days. Turn-key
service gets your follow-up message out on time, so you don’t miss any
opportunities! You will be billed separately for the cost of your
postcard printing and postage (see below).
| Quantity Per
Mailing |
Price Per
Each |
Postage |
| 1-25 |
$1.80 |
44-cents |
| 26-49 |
$1.67 |
44-cents |
| 50-99 |
$1.35 |
44-cents |
| 100-199 |
$1.02 |
44-cents |
| |
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Request a FREE SAMPLE POSTCARD mailed
directly to your office.
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Optional e-Newsletter Promotion & Website Registration Page
(Available only to current IMS website & e-newsletter clients)
Use your current IMS-hosted website and e-newsletter to promote your
event online! We will add a promotion and registration page* to your
website, located at www.yourwebsite.com/tea. Then, we will create
a special version of your e-newsletter and send it to your current
distribution list, with a hyperlink to the online registration.
Additionally, the address can be included on your postcard mailings, to
draw people online to register. The page will remain live until your
event registration is closed.
Click Here to View
Sample Web Page
Click
Here to View Sample e-Newsletter Invitation
One-time set-up fee: $275*
* Includes one registration form & e-newsletter announcement for
one workshop. If you host multiple workshops, ask for a final design
quote to accommodate your needs.
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