June 6, 2024
Establish Yourself with School Administrators to Access Employees This Fall
Take advantage of summer break with this five-step checklist.
Despite most school employees being away, this is a great time to get ready for hitting the ground running in the new school year 2024/2025.
Here’s your summer break checklist:
- Use the month of June to secure participation in any upcoming school employee’s Benefits Fair.
- Start a marketing campaign for your existing customers through the summer months to ensure they know you are able to help with their changing needs.
- Prepare a Life Changer of the Year strategy to introduce yourself to School Administrators.
- Use the months of July and August to visit the schools where you want to work. School Administrators and their support staff work during the summer months.
- Connect with your Retirement Consultant at the NLG Retirement Services team to locate school plans available for you to work.
Not sure where to start?
We’ve got you covered! National Life Group has made it easy for our agents to determine where to work.
- Attend any upcoming 403(b) K-12 Certified Training offered by NLGs Retirement Services Team to develop strategies to work with school employees.
- Access the 403(b)/457(b) Plan Opportunities Tool located in the agent portal was created to help you find all open and new prospect opportunities in your region.
- Reach out to our team directly – retirementservices1@nationallife.com
Annuity Clients Who Have Changed Jobs?
Our marketing experts have designed campaigns that seamlessly tailor uniquely to your business and you. In addition to your knowledge and personal skills, these campaigns will enable you to create lifelong loyal customers by communicating how you can assist them with their changing needs.
Access these Campaigns anytime on the Agent Portal > Marketing > Sales Concepts.
