This document provides information for driving life insurance sales in 2015. It outlines Oberlin Marketing's services which include a marketing strategy, client relationship management, and physical office space. It details marketing approaches like referrals, targeted events, printed materials, and social media. The document also includes a calendar of networking events and a sample client schedule. It emphasizes the importance of preparation and having a plan to meet sales goals through clear communication and repetition. Contact information is provided to discuss customizing a marketing program for the new year.

1. Driving Life Insurance Sales in 2015

2. Joshua Powell
Director of Marketing & Sales
Oberlin Marketing, Inc
Toll free– 800-486-9739
Direct- 260-417-1672
Jpowell@OberlinMarketing.com

3.  Marketing Strategy
 Calendar of Events

 Client Relationship Management (CRM)
 Inc. Small Business (LLC, C or S Corp.)
 Dedicated E-mail and Phone

4.  Physical Office
 Website
 Marketing Appeal
 Staff
 Automation

5.  HTMLs
 Training Workshops
 Agent Webinars
 Outbound Support
 Resource
 Meetings
 Leads, CE, and E & O

6.  Relatives
 Friends
 Acquaintances
 Neighbors
 Church Contacts
 School Contacts
 Former Co-workers
 Fitness Centers
You can’t get Referrals unless others know what you do!

7.  B2B P&C Agencies, Financial Planners, Home Health Agencies
 Senior Community Events / Expos
 Area Agency on Aging – MMC Presentations
 LAM Events
 Churches
 Networking Groups
 Provider Marketing (PCP, Dental)
 Food Pantries / Banks
 Centers of Influence

8. Printed Materials
 Products & Services: Agent Product Guides, Tip
Sheets, Flyers, Brochures, Postcards
 Sales Concept Kits: Agent & Consumer Brochures,
Agent Checklists & Case Studies, Consumer
Worksheets, Agent
& Consumer Postcards

9.  Training Workshops
 Agent Webinars
 Outbound Support
 Resource
 Meetings
 HTMLs
 Plan Development

10. Centers of Influence
Food Pantries
Networking Groups
Targeted Events
Organizations you belong to…Church, etc
Donate Time

11. Hoosier Monthly
Networking
Luncheon 11:30-
1pm
Katy Business
Healthcare
Network 9-
10:30am
The Medical
Resort at Bay
Area Networking
Breakfast 8:30-
9:30 am
In office setting
10 appts for next
week
The New Windsor
Houston Provider
Networking
Breakfast 9:30-
10:30am
Fort Bend
Connect 8:30-
10am
Parkview
Hospital Lunch &
Learn 11am-1pm
Autumn Leaves
Networking
Breakfast 9am-
10:30am
United Way
ESPN
Networking
group
10am-12pm
The Broadmoor
at Creek side
Park Grand
Opening 4-7 pm
9 am Appt
12 pm Appt
9 am Appt
12 pm Appt
4 pm Appt
10 am Appt
12 pm Appt
3 pm Appt
12 pm Appt
3 pm Appt
5 pm Appt
10 am Appt
1 pm Appt
3 pm Appt
9 am Appt
12 pm Appt
3 pm Appt
In office setting
10 appts for next
week
1 pm Appt
5 pm Appt
2pm Appt
4pm Appt
In office setting 10
appts for next
week
• Fill calendar with events already scheduled
• Plug in appointments from Meetings and In-homes
Set 10 appts for
next week

12. “To every person, there comes in their lifetime, that special
opportunity when they are offered the chance to do
something great…What a tragedy if that moment finds
them unprepared for the opportunity which could be their
finest hour.”
- Winston Churchill

13. 1. Schedule Quick Start
2. Customize Marketing Program
3. Schedule Sales Webinar and or Routine Ideas
4. Constant and Clear Communication to meet your
goals!
5. Rinse and Repeat

14. Please let us know your thoughts,
so we may make 2015 our best year
ever!
800-486-9739
www.OberlinMarketing.com