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State Care Planning Council Marketing System

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Marketing system to double or triple your current business. Designed for estate planning attorneys, Elder Law attorneys, insurance agents, financial planners and home care companies.

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State Care Planning Council Marketing System

  1. 1. State Care Planning Council Marketing System The US population is aging. 78 million baby boomers are moving into their senior years. Changing demographics create a growing need for long term care support services.
  2. 2. What is Long Term Care or Eldercare?  A need for physical, emotional or supervisory support from a caregiver  70% of care Is provided by family in the home  Changing demographics are making family-provided care difficult
  3. 3. Statistics  22% of seniors currently receiving eldercare  60% of us will need eldercare at sometime  40% of all seniors will spend some time in a nursing home  44.4 million adult caregivers in this country – 21% of the population  Provide 21 hours a week of care  4.3 years average time spent providing care
  4. 4. Most Seniors Fail to Plan for Eldercare  57% worry about paying for care  69% have done little or no planning  Another 20% mistakenly think the government will cover their care and as a result do nothing
  5. 5. Dilemma of Finding Eldercare Services  Families did not plan  The need for care usually occurs without warning  Working caregivers end up in panic mode  No central source for locating help or advice
  6. 6. The National Care Planning Council  The Council was created to help solve the national dilemma of poorly prepared families  The National Council through its state care planning council referral services, provides a one-stop shop for information, advice and services  The Council also helps people to plan for long term care and avoid operating in a crisis mode when the need for care rises
  7. 7. The NCPC Website
  8. 8. State Care Planning Councils  Basic level members & Advisory Board members  Single source for eldercare providers and advisers  Council members educate the public  Council members provide services for eldercare  Council recommends appropriate government services  Council members provide reliable services or advice
  9. 9. The Power of State Care Planning Councils For the Public…  A state care planning Council solves the dilemma created by a lack of planning for long term care  The Council provides a one-stop shop for elder care services and advice  All services through one single referral source
  10. 10. The Power of State Care Planning Councils For its Advisory Board members…  The team eldercare service approach allows members to market more effectively by pooling marketing efforts for one single purpose  Allows members to reach out to a larger population of people needing help  Creates new clients and customers by opening doors in a way that would not be possible through individual business-centered marketing
  11. 11. Advisory Board Collaborative Marketing  A team of long term care providers and advisers pooling their expertise, marketing funds and their time (absolutely no fee sharing with this model)  Much more effective than networking  Potentially double or triple your current business or practice
  12. 12. Collaborative Marketing Group vs. Networking  An Advisory Board is not a networking group but is a collaborative marketing group.  This is an important distinction. Networking groups tend to disintegrate over time.  Similar to co-op marketing and no fee sharing. Commission overrides are not considered fee sharing.  Collaborative marketing groups, if structured properly, tend to become more successful over time.  Board members meet monthly to receive training, to identify and execute marketing opportunities and to share experiences and common goals.
  13. 13. State Council Websites
  14. 14. Source of Sales Leads Generated by the State Council Marketing System  Promotion of the veterans aid and attendance benefit  State Council website-generated requests for assistance  National Council website-generated requests for assistance  Seminar marketing in the community  The veterans benefits package, Internet-generated leads  Brochures, booklets and articles released into the community  National Council-provided board member websites with related search engine optimization  Email marketing campaigns  Community networking activities  Board member networking activities
  15. 15. Steps to Becoming a Director of a Board  Fee Requirements  A one-time setup fee of $2,500 to get the National Council designing and setting up websites, providing marketing materials and providing startup support (payment plan possible)  A monthly membership fee of only $15  Choose Listing Categories  Choose as many categories as you want under your state on the National Council and on your State Council website  Once your setup fee is paid your monthly membership of $15 stays the same. Includes all listings and other support
  16. 16. Becoming a Director Continued…  Launch Date  120 days from signing License Agreement  Launch Date Significance  It is the date by which you agree to have 8 or more specialty services on your Advisory Board besides your own  The Advisory Board fees are assessed in the month of the launch date
  17. 17. More on Becoming a Director…  Assigned Service Area  Director organizes an Advisory Board for service area  Members agree to provide their services to the community in the service area  The National Council will not assign any other director or Advisory Board to your area  Code of Conduct  All Board members agree to follow  Violation could result in membership termination
  18. 18. Council Marketing System Startup Package  State Council Website set-up for Director and for Advisory Board members  Enhanced member websites for Director and Advisory Board members  Once monthly update of articles/news releases on enhanced member webpages  sample color brochures  Copies --"The 4 Steps of Long Term Care Planning" books  "About the State Care Planning Council" presentation  30 booklets -- "Community Elder Care Resources“  "Community Resources" seminar marketing system-- this includes 11 different slide presentations on 11 different subjects.  Resource materials on CDs and also hard copy in a resource binder  "Advisory Board Director's Handbook"  Startup support and training from the National Care Planning Council
  19. 19. Veterans Consultants Marketing Component
  20. 20. The Veterans Consultants Package Includes…  "Operations Manual for the Veterans Benefits Consultants Package" 260 pages.  "Aid and Attendance Handbook for Professionals and Consultants" with software. 495 pages.  "How to Apply for the Veterans Aid and Attendance Benefit” 209 pages.  "Medicaid Secrets" Medicaid planning strategies since the Deficit Reduction Act. 247 pages. This book is written by Elder Law Attorney Gabriel Heiser and published by Phyllis Publishing.  A uniquely targeted, one-year listing of your services as a veterans benefits consultant that is tied to the most highly visited page on the National Council website  Creation and hosting of a uniquely targeted website that creates sales inquiry leads from traffic driven from the National Council website.  A PDF template for a color brochure to promote veterans benefits consulting.  A packet of 20 veterans benefits booklets titled "Long Term Care Benefits for Veterans."  A seminar marketing system for educating groups on long term care benefits for veterans.  An article and news release packet containing 22 ghostwritten articles on veterans benefits
  21. 21. Veterans Consultants Marketing Component  An indispensable component of the State Care Planning Council Marketing System  A self-contained marketing system that will generate a sizeable number of leads for all Board members and drives membership participation  The veterans benefits consultant Board member should be someone who will create personal new business by using this marketing tool.
  22. 22. Recruiting an Advisory Board  Care management, guardianship, conservatorship or dispute resolution  Non-medical home care provider  Home health agency – Medicare-covered home care and hospice  Veterans benefits consultant for the aid and attendance pension benefit  Reverse mortgage specialist  Elder law advice, Medicaid advice and attorney-based estate planning*Some of the categories could represent more than one individual or company. Each additional company or individual under a service category is responsible for the $20 monthly advisory board service fee in addition to the $15 monthly basic level membership fee. Key Board Specialties*  Insurance products, investments, retirement planning and financial advice  Care facility or new home search, relocating, downsizing and real estate services
  23. 23. Recruiting an Advisory Board  Home maintenance, deep cleaning, remodeling and yard work  Geriatric health care practitioner or house call doctor  Non-attorney estate planning, tax planning, trust management services or end-of-life planning and services  Medical equipment and disability aids  Home safety systems  Funeral and burial preplanning *Some of the categories could represent more than one individual or company. Each additional company or individual under a service category is responsible for the $20 monthly advisory board service fee in addition to the $15 monthly basic level membership fee. Other Recommended Board Specialties*
  24. 24. Advisory Board Member Commitments  Must share lead requests generated by the Advisory Board marketing efforts  Must not refer services away from other Board members for leads generated by Board marketing efforts  Must agree to uncover planning opportunities for other Board members  Failure to abide could result in dismissal from the Board
  25. 25. For More Information  Contact Tom at the National Care Planning Council at 800-989-8137 or email Tom@careUtah.com  For a more detailed description of this package please go to www.CouncilDirector.com  to learn more about the national care planning Council go to www.longtermcarelink.net

Marketing system to double or triple your current business. Designed for estate planning attorneys, Elder Law attorneys, insurance agents, financial planners and home care companies.

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