A phone call is always great but also sending an email invite will give your potential attendees something tangible to read and share. Go ahead and use our approved email invite here and then make sure to send the confirmation email to any registrants.

The email templates included in each presentation kit below are intended to aid you in your communication to consumers to attend a webinar, hosted by you. We have included suggested steps to help you in using them.

When your clients register via the link you provide them, they will receive an appointment on their calendar from the video conferencing platform containing a direct link to access the webinar. We also recommend reaching out to your attendees and clients to confirm their registration and provide a reminder of the webinar information. Use the Confirmation Email provided to provide a direct link to the meeting as well as your contact information.

STEP 1: For each session you plan to present you will need to set up a meeting appointment via your preferred video conferencing platform (Zoom, Skype, Ring, etc.). Remember to double-check that the time, date, and length of meeting all match what you’re looking to offer your clients.

ESI representatives, be aware of your restrictions for conducting webinars and setting appointments. See ESI’s Written Supervisory Procedures regarding electronic communications such as appointment setting applications.

STEP 2: Copy and paste the registration links into the [ADD LINK HERE] section on the Invite Email provided.

STEP 3: Update the other areas necessary in the Invite Email (date, time, agent name, and contact information). Do not change or delete any of the disclosures at the end of the email, including the opt-out language.

STEP 4: If you change anything other than personalizing the email with your information, submit email for compliance approval via AdTrax. If not, you may send it after personalizing it.

STEP 5: Once approved, send email to prospects and current clients to drive up your audience attendance for your webinar, as well as set up private appointments.

STEP 6: Use the confirmation email template(s) for each of the sessions your prospects and clients have registered for.

Social media is an informal approach to tease some of the larger topics that you can help with, without going into too many details upfront. It also provides you with the insight on who is interacting with your content and how, potentially providing you with a short list of prospective clients to follow up with personally.

We have created a few social posts for you to utilize in your own marketing on social media platforms to make saving for retirement (while getting out of debt) more relatable to your different audience pools.

IMPORTANT REMINDERS!

Non-registered agents: See the L&A Compliance Manual for information regarding social media use.

RRs and IARs of ESI: In addition to the above, see ESI’s Written Supervisory Procedures on the Agent Portal for information on social media use and additional requirements.