Personal & Digital Brand
This digital or printed document helps you introduce your business to new contacts by e-mail, at events or through a COI.
Agent Flyer/Brochure
This strategy allows you to connect casually with various types of consumers in social, professional or community settings. It's prospecting everywhere all the time.
Personal Observation
This "good business habit" involves using the latest platforms to mine your book of business for immediate planning opportunities.
ClientMine Routine
This activity involves a number of agents meeting regularly to share ideas and best practices to support each other's personal and business growth.
Study Group
These approved social platforms allow you to have an online presence, share content, make connections and get referrals, as well as enhancing SEO.
Facebook, LinkedIn, Instagram
This strategy - when executed properly - generates a continuous flow of warm introductions to qualified prospects from a single source.
Center of Influence
This referral strategy helps you get more referrals that match your "ideal client profile"
Cloning Your Best Clients
This business strategy allows agents to leverage each other's skills and talents to capitalize on new business opportunities.
[Informal] Teaming
These digital assets give you a branded online presence with the opportunity to capture leads and enhance online search rankings.
Agent Page + MySite Websites
This strategy provides you with an extended marketing team - people who are promoting your business and making connections to consumers.
Networking Groups
Mailed 3x per year, these allow you to remain top-of-mind with clients and prospects
InTouch Newsletters
This feature in Sales Central and ClientMine allows agents in teaming relationships to share access to client and prospect data.
Sharing (SC Partnership)
This group of strategies - including advertising, events and sponsorships - helps you to become well-known in your home area.
Community Marketing
This strategy allows you to engage many consumers at once while promoting your services and your brand.
Event Marketing
Hosted by agents, the G.O. or the H.O., these sessions offer a way to engage clients/consumers and provide a value-added service.
Educational Webinars
This teaming program allows newer Eagle advisors to work on cases with experienced advisors and receive enhanced commissions/fees.
Eagle Teaming
This branding strategy allows qualified agents to create a separate business identity - without losing your affiliation with New York Life.
DBA
This digital marketing system allows you to nurture consumers and maintain top-of-mind awareness through consistent messaging.
Marketing Central / Yext
This campaign emphasizes the need for clients to meet with you and update their plans based on changing conditions.
Client Check-In or Insurance Update
This important program allows for the orderly transfer of clients from one agent to another upon retirement, disability or death.
Succession Planning