Marketing Tools
Member Agent Marketing Tools
Educational Workshop Flyer
Educational workshops are a great way to demonstrate your expertise in Medicare and/or Social Security.
These workshops can be in-person or online, depending upon your audience.
Here is a brochure that promotes the virtues of an educational workshop.
Marketing to Financial Advisors
Financial advisors can be a great resource for obtaining Medicare prospect referrals.
The strategy is to help Financial Advisors help their clients with Medicare, while they are trusting you to not approach the client about other financial services.
Financial advisors might also be able to help your clients with Social Security and retirement income planning, if you choose to refer clients to them.
Marketing to P&C Agencies
Home and auto insurance agents often have a significant clientele that you could market Medicare plans to.
Sometimes you need to be creative with a possible upside to these agents for their kind referrals. Referral fees are permitted and something to consider when approaching P&C agents.
WeCanHelpYou.org Business Cards
Member Agents in good standing are permitted to use WeCanHelpYou.org branded business cards.
These business cards are double sided and feature an @wecanhelpyou.org email address which forwards to your business or personal email address.
If you have not ordered business cards in the past, you can request a design using the link below.
WeCanHelpYou.org Buckslip Brochures
Buckslip brochures are like large business cards that explain a little bit more about how you can help people with their Medicare planning.
You have the option to feature a Spanish translated version on the opposite side, with either your own contact information or that of an agent you refer Spanish speaking prospects to.
Letterhead with Medicare Icons
This letterhead is specifically designed to be sent to Medicare prospects concerning Medicare.
Basic Letterhead
This letterhead features the We Can Help You green dot only.
The reverse side can feature the Spanish version of the green dot logo if you prefer.
Generic Thank You Card
These cards feature the We Can Help You green dot only.
The reverse side can feature the Spanish version of the green dot logo if you prefer.
Presentation for HR Professionals
Here is a short presentation that you can use with HR professionals or at networking groups, explaining the highlights of what people can learn when they offer or attend one of your educational workshops..
English
Spanish