RM Strategic Marketing

You're receiving this newsletter because you are a friend of RM Strategic Marketing.
Having trouble reading this email? View it on your browser.

In this Issue

RM Strategic Marketing eNews, Volume 3
Introducing Rich White, Financial Writer

Forward to a Friend

Know someone who might be interested in the email? Forward this email to a friend.

In Other News

A Tip From Andrew Boardman, Graphic and Web Designer

The beauty of web-based newsletters is that you have the ability to house your marketing list “off premises.” If your system fails, you have a back up and it's available 24/7. One powerful feature is the ability to split your list to focus on target markets—and to combine that with variations of content and design to learn what works best. Back-end analytics enable you to see not only your open rates but also review automatically outdated email accounts.

Rich White’s Marketing Tip

A ton of 10-year level term life insurance has been sold over the last decade, and there has also been huge turnover in agents who serve this book of business. Even when agents are still listed as serving these accounts, they often neglect to contact policyholders in the last year or two of coverage.

As a result, the only contact the policyholder may have is a series of impersonal (and sometimes cryptic) form letters from the home office. When long-term level term policies terminate, coverage can automatically revert (under policy terms) to annual renewable term, with enormous premium increases. This upsets policyholders and can send them scurrying to the Internet for more affordable insurance quotes. Don’t let this happen!

Whenever you meet a new client, prospect or referral, ask about any level-term coverage, and try to identify the carrier, face amount and expiration date. Don’t wait until the last few months of long-term coverage to offer assistance.

Rich White in Free ERISA

Check out Rich's latest article: Planning for Inflation-sensitive Clients at www.freeerisa.com

Unsubscribe

If you no longer wish to receive this email, you can unsubscribe instantly.

Why RM?

RM Strategic Marketing provides creative market planning and communications to the financial services industry. We offer professional resources in business planning, target marketing, copywriting, graphic design, website development, and multimedia presentation services. Learn more.

Monday February 22, 2010

RM Strategic Marketing eNews, Volume 3

At RM, we know that the ways of communicating your messages to clients and prospects have expanded over the past few years. Our eNews has generated some great conversations and business.

National Women’s History Month 2010 (March) begins in a few days, and we at RM Strategic Marketing would like to take a moment to say “thanks” to the women who have supported RM over the years. It is from talented women executives who blazed trails in the financial services industry that we received some of our first women’s initiative work, which is now a cornerstone of our business. We at RM enjoy facilitating new female recruiting approaches at established companies.

Looking ahead, I would like to point out a great opportunity for education: Life Insurance Awareness Month 2010 (September). An educational focus on the need for life insurance as protection, or how American women are under-insured, could be a great way to start a dialogue with potential clients. Delivered through a social media outlet can reach even more people than traditional methods.

In keeping with our introductions, I would like to introduce you to Rich White, an RM consultant, program developer and financial copywriter. Many of you know Rich’s work already. We at RM believe he is one of the most creative people in our business today.

Best,
Robin Murray

Introducing Rich White, Financial Writer

Rich White is a financial writer and editor with 25 years of experience. He has worked closely with Robin Murray since 1994, and has published several books for financial advisors including:

12 Steps to Your Personal Success in 401(k)s and Small Business Retirement Plans
How to Find and Keep High Net Worth Clients
A 21st Century Prospecting Guide for Financial Professionals
How to Build a Successful Business with Separate Accounts and Hedge Funds
16 Solid Gold Ideas for Helping Clients Increase Net-Net Investment Results
Make the Call Work! A Financial Pro's Guide to Proven Telephone Techniques

His books are available at judydiamond.com and freeerisa.com.

Rich also writes a monthly column at freeerisa.com/Insight.

He created training courses for the Canadian Association of Independent Financial Advisors (CAIFA) on financial planning, mutual funds and investment markets.

Formerly, he worked as the first full-time editor-in-chief for Financial Planning, the trade journal of the International Association of Financial Planning (IAFP).

He earned his BA in English from Vanderbilt University.