Page 3 - WS_Marketing Strategies for Dynamic Growth

Email Campaign
3 95% of baby boomers use email (Forbes 2017).
3 Add an email campaign to your existing marketing efforts – to your existing or sourced
database.
3 Track those that have opened and/or clicked on your email to gauge interest and follow-
up accordingly.
3 Offer something of value, like a webinar or free in-home consultation, and use a form to
capture their contact info for follow-up.
3 Example email templates can be found on the AAG Wholesale Website - Marketing Drop
Down

TIP: Test your email subject lines for free on subjectline.com to see what works and what
doesn’t.
TIP: Make sure you include disclosures on your e-mail as required for a direct mail piece,
include an “opt-out” or unsubscribe capability, and otherwise follow the CAN-SPAM law
requirements.
ninety-five%

of baby boomers use email

- Forbes 2017

Community Outreach/Events Collateral (marketing materials, ATM/Deposit Receipts
mailers, statement stuffers, etc.)
3 Volunteer at a nursing home or 3 Anything and everything printed is
assisted living facility to help out 3 Add a HECM loan message to your a potential advertising opportunity.
at different senior center events, existing collateral and print ads or use Add a HECM loan message to ATM/
like holiday parties, or work with the AAG Customized Marketing Portal deposit receipts with “Now Offering”
organizations like Meals on Wheels to to brand and order collateral. or “Inquire Within” - include an
deliver food to local seniors in need. incentive for them to inquire.
3 Example statement stuffers and direct
3 Host a pancake breakfast or a “Lunch mail templates can be found on the 3 Deliver a high quality, low cost
& Learn” at a neighborhood restaurant AAG Wholesale Website - Marketing advertising message to a highly
or, even better, at your local senior Resources Tab. targeted audience.
center.

TIP: Double your audience by
incentivizing them to bring a
friend or family member.

Radio/TV
Point of Sale (POS) pieces in location 3 If you are already doing radio or
(window displays/clings, hanging/ TV commercials, this is a perfect
floor banners, posters, etc.) opportunity to target seniors about
3 Add HECM loans to your existing HECM loans. If not, start small – start
On Hold Messages (phone) POS efforts and be sure to include an local.
incentive for them to inquire.
3 Don’t forget about those who are
already calling you. Use your on-hold 3 Example POS retractable banners TIP: Use a dedicated toll-free number
phone message to talk about HECM can be found on the AAG Wholesale to track performance.
loans for them or someone they know. Website - Marketing Drop Down

Any creative developed must be approved by AAG, as specified in the partner contract.