The Annual NAPFA Collaborative Marketing Program Journey Starts Here!

NAPFA collaborative event marketing opportunities

1. NAPFA IDI Program (May)
NAPFA will provide an updated Group LTD list
NAPFA will provide an updated NAPFA member list
NAPFA will send 1 email prior to the start of enrollment
DSI will make 2 phone calls and 2 emails over 4 weeks
*Phone call followed by email

2. NAPFA Spring Virtual Conference (May 5 – 7)
SC LinkedIn Networking – Connecting, Messaging, & InMailing

3. SC DIAM Webinars
Fee-Only Advisors Panel Discussion – 5/18 
Comprehensive DI Planning (CFP credit approved) – 5/20

NAPFA Resource Partner
NAPFA will send 3 emails
NAPFA will do 1 mailing (TBD)

NAPFA Members – Two Objectives
DSI – For Advisors – IDI Program
SC – For Clients – Concierge Services Program

1 Week Before Open Enrollment – Week of 4/26

NAPFA IDI program pre-announcement

Week 1 – NAPFA soft launch

 

Make sure the email is seen and opened quickly using an attention-grabbing subject line. Use a simple structure to present all of the information such as the:

1. Open enrollment dates

2. Set future communications expectations from DSI and SC

3. Where and how to apply 

4. Direct questions to the NAPFA members joint program landing page

 

Week 2 – NAPFA and DSI kicks off ROUND 1 outreaches

Make sure the email is seen and opened quickly using an attention-grabbing subject line. Use a simple structure to present all of the information such as the:

1. Open enrollment dates

2. Set future communications expectations from DSI and SC

3. Where and how to apply 

4. Direct questions to the NAPFA members joint program landing page

Week of 5/3

NAPFA IDI Program Open Enrollment Kicks Off

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Event Date: 5/5 – 5/7

NAPFA Spring Virtual Conference

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Week 3 – DSI continues with ROUND 1 outreaches

Email subject: NAPFA Individual Disability Income Plans for Advisors – Open Enrollment!

The message is personalized to the first name and it will come from John Martin at DSI.

Other information will include a short checklist of necessary information for the quote request and a link to the NAPFA members landing page.

Week 4 – DSI kicks off with ROUND 2 outreaches

Make sure the email is seen and opened quickly using an attention-grabbing subject line. Use a simple structure to present all of the information such as the:

1. Open enrollment dates

2. Set future communications expectations from DSI and SC

3. Where and how to apply 

4. Direct questions to the NAPFA members landing page

Week of 5/17

SC Fee-Only Advisors Panel Discussion (5/18)

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Week of 5/17

NAPFA Spring Virtual Spring Conference (5/20)

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Week 5 – DSI continues with ROUND 2 outreaches

Email subject: NAPFA Individual Disability Income Plans for Advisors – Response Requested

The message is personalized to the first name and it will come from John Martin at DSI.

Other information will include a short checklist of necessary information for the quote request and a link to the NAPFA members landing page.

Week 6 – DSI FINAL outreaches and wrap up!

Capture last minute participation!

Week 7 – SC post enrollment outreaches

Review IDI program’s success and capture enrollment experience.

Week 8 – SC continues post enrollment outreaches

Redirect NAPFA members to the Concierge services program for their clients.

The Annual NAPFA Collaborative Marketing Program Journey Ends Here!