September 3, 2020
New Resources to Promote Retirement Homeroom
Share Retirement Homeroom with Educators, Plan Sponsors and TPAs.
A few weeks ago, we launched Retirement Homeroom to connect and prospect with educators on retirement. Designed to help agents breakthrough in the virtual school setting, Retirement Homeroom can be shared with educators, TPAs and Plan Sponsors.
We are excited to introduce new marketing materials that can be used to promote Retirement Homeroom. These resources also include blurbs on other educator-focused offerings, including TeacherTalks and LifeChanger of the Year.
- Retirement Homeroom Flyer for Plan Sponsors
- Retirement Homeroom Flyer for Educators
- Retirement Homeroom Intro Email for TPAs
- Found on the Agent Portal > Marketing > Plan Sponsor Marketing
- Retirement Homeroom Intro Email for Plan Sponsors
- Found on the Agent Portal > Marketing > Market Yourself > Plan Sponsor Marketing
- Retirement Homeroom Intro Email for Educators
- Found on the Agent Portal > Marketing > Market Yourself > Prospecting Emails
What should you do next?
- Become familiar with the enhanced Retirement Homeroom.
- Be sure to check out the further optimized interactive map experience!
- Use the new marketing materials to share the site with your educator network today!
Visit RetirementHomeroom.com
Currently only the outlook templates for the emails on the Agent Portal are working. If you aren’t using outlook, simply copy the content and then paste it into your email. HTML versions will be available early next week.
