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Our Approach
Some traditional, old school marketing methods still work in some regions. However, the world has gone digital, including MANY of our seniors, their adult children AND their advisors.
It's our goal to give you the tools, resources, education and services to help you maximize your digital presence and grow your business serving our elder community!
Ways We Can Help
Connection
We help you utilize the power of LinkedIn to connect to potential referral partners, like financial advisors, Realtors®, CPAs, fiduciaries, estate attorneys and more.
Once they accept your connection request, we send a series of messages to them through their LinkedIn message inbox.
Our objective is to send relevant, informational and valuable messages that build trust and familiarity.
Of course, at several points, we request a conversation to help you move the relationship forward.
Content
We KNOW you don't have time to sit in front of a computer and hammer out content all day long...you're busy helping our elders!
We have customizable templates, ready-to-share images, articles, videos and captions created for your retiree clients and referral partners. Perfect for those who enjoy DYI marketing.
Don't want to do it yourself? When you sign up for our bundled marketing program, posting is included!
Communication
Reaching people on the social platforms is great, but we take it a step further by creating amazing, custom monthly newsletters.
Imagine a newsletter you can be proud of which brings your professional and personal worlds together.
Continued communication keeps you top of mind, builds trust and ultimately, brings you new business!
Bring it All Together With Our 3-Tiered Marketing Solution
When you sign up for our bundled, 3-tiered marketing service, you're gaining tremendous value and extending your marketing and lead generation reach across LinkedIn, consumer social platforms, AND through email.
Our multi-tiered approach is a proven method for growing your business.
NEW!
Educational Videos for Reverse Mortgage
Reverse Mortgage Explainer and Educational Videos
Video is a powerful way to teach people the fundamentals of reverse mortgage; dispel any old myths or stigmas; and provide edu-tainment to your audience.
Most of our videos are customizable with a free Canva account.
Get a Website You Can be Proud of
Don't all reverse mortgage websites seem to look the same? Not with us!
We will customize a website based on YOUR brand, style, voice AND compliance. For an add-on service, we will even write the content for you AND set up and write a beautiful blog every month for you.
Why I LOVE What YOU Do
That's my Dad at his 90th birthday celebration in 2023. He has 3 daughters, 2 son-in-laws, 9 grandchildren and 7 great-grandchildren. His wife - my mom - passed in 2020.
I truly believe that if we knew about reverse mortgages back in 2008/2009, it would have let him and my mom have less financial pressure. They could have potentially kept the house and still lived comfortably.
I truly believe in the reverse mortgage programs! I think it's a wonderful, safe option for seniors to age in place.
I'm also very aware of the stigmas and misconceptions that still exist. THAT is why I want to help you get the proper messaging out - so YOU can reach and help more seniors!
~ Claudia
What Our Clients Say
