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[NEW] Medicare Annual Enrollment - Lead Generation Campaign for Financial Advisors

13 Sep, 2024 BY Snappy Kraken

Medicare Annual Enrollment Lead Gen Campaign Blog Header Image

The "2024 Medicare Annual Enrollment Lead Generation Campaign" is designed to help financial advisors capture new leads by providing valuable information on Medicare enrollment. 

The campaign includes a free guide, landing pages, emails, and social media posts that educate prospects on the latest Medicare rules and how to choose the right plan.

This resource is important for pre-retirees and retirees to avoid costly mistakes and ensure they have the best coverage.

Advisors should use this campaign to get noticed, earn new contacts, and position themselves as knowledgeable experts.

Key Marketing Takeaways:

  • Emotional Appeal: Addresses the anxiety of choosing the wrong Medicare plan and the financial impact of unexpected medical bills.
  • Clear Call to Action: Encourages prospects to read the guide, book a session, or request more information, making it easy to engage.
  • Timeliness: Emphasizes the urgency of the annual enrollment period ending December 7th, creating a sense of urgency.
  • Authority Building: Positions the advisor as an expert, enhancing credibility with potential clients.

Content Takeaways:

  • Medicare Guide: A comprehensive, easy-to-follow guide explaining when and how to enroll in Medicare, the differences between Original Medicare and Medicare Advantage, and the need for Medigap coverage.
  • Practical Questions: Helps prospects determine eligibility, understand coverage options, and identify cost-saving opportunities.
  • Supportive Resources: Includes options for one-on-one sessions to help prospects make informed decisions.

This campaign not only provides valuable information but also creates multiple touchpoints for advisors to connect with and assist their audience, ultimately driving lead generation and engagement.

The campaign publishes the following content over 4 weeks:

  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email
  • Website Widget
 
 
 
 
 
 
 
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More about this campaign for Financial Advisors:

Title: Medicare Annual Enrollment

Type: Lead Generation Campaign

Description: Attract fresh prospects by offering a free guide that includes a lead-capture landing page, prospecting emails, and social media posts

Target Audience: Pre-retirees, prospects, and retirees

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks

 

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