[NEW] Medicare Annual Enrollment - Lead Generation Campaign

This Medicare campaign is designed to help advisors build trust and drive action during the high-stakes Annual Enrollment Period, which ends December 7th.

The lead magnet—a “Simple 3-Step Medicare Guide”—removes confusion around Medicare choices and shows prospects how to avoid surprise costs and penalties.

Paired with high-converting emails, texts, landing pages, and social content, this campaign guides prospects toward clarity, encourages them to book a 1-on-1 meeting, and builds advisor authority at a time when people need help navigating information-rich and confusing coverage rules.

It’s a timely, practical campaign that does double-duty: it educates while opening the door for personal conversation.

Key Marketing Takeaways

• Urgency is crystal clear. The Dec. 7th enrollment deadline is repeated across all assets without being pushy—nudging people to act before they’re locked into costly choices.
• Emotional appeal hits home. Real-life examples stir emotion and paint a vivid picture of what is at stake when people misunderstand Medicare coverage.
• Smart segmentation. Whether someone is new to Medicare or already enrolled, the messaging speaks to both audiences and gives them a reason to engage.
• Advisor positioned as a helper, not a seller. Throughout every touchpoint, the advisor is framed as a trusted guide who’s offering helpful, no-pressure support—just what people want when navigating complex choices.
• Multi-channel strategy. From landing pages to emails to text and social, this campaign shows up everywhere with a consistent voice, building recognition and boosting response.
  
  

Content Takeaways

• Step-by-step guidance. The 3-Step Medicare Guide walks readers through when to enroll, how to choose the right plan, and what questions to ask—making it feel manageable, not overwhelming.
• Explains complex topics in plain English. It breaks down Original Medicare vs. Medicare Advantage, supplemental coverage, and prescription drug options using clear language and relatable scenarios.
• Highlights what’s new in 2025. Points out key changes and updates to Medicare coverage and cost caps so prospects know why this year’s enrollment is different.
• Frames Medicare as a major financial decision. Emphasizes that health care is a top retirement expense, and choosing the wrong plan can lead to unnecessary costs and penalties.
• Book a meeting CTA baked in everywhere. Whether someone reads the guide, clicks a button, or opts in, they’re always a step away from scheduling a free session with the advisor.
• Flexible entry points. Whether people enter from a pop-up, website widget, email, or social post, the message and value proposition stay consistent, making conversion easier.
  

Why This Campaign Matters 

Medicare is one of the most stressful and confusing financial decisions people face in retirement. With multiple plan types, shifting costs, and strict enrollment deadlines, it’s no wonder that many feel overwhelmed or even paralyzed by the choices.

This campaign gives advisors the tools to show up at exactly the right time—with a clear, simplified guide and a consistent presence across multiple channels. By addressing real concerns and clearing away the fog of Medicare complexity, advisors create trust, relief, and action.

The Annual Enrollment Period is also short—just a few weeks long—so standing out requires messaging that is both urgent and empathetic. Advisors who launch this campaign aren’t just marketing; they’re showing up as the solution when people need it most.

In Short

This campaign is made to engage and convert. It checks all the right boxes: empathy, urgency, simplicity, and clear action steps. If you’re an advisor who wants to start real, helpful conversations during Medicare season, this campaign isn’t just a “nice to have”—it’s a must-launch.

About This Campaign

Title: Medicare Annual Enrollment

Type: Lead Generation Campaign

Description: Attract fresh prospects by offering a 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

Campaign Touchpoints

1 Confirmation Page	1 Landing Page

7 Emails

2 Text Messages
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12 Social Media Posts

3 Web Pages