Complete List of Everything Included in the Successful Senior Marketing System

Transcription

1 Complete List of Everything Included in the Successful Senior Marketing System STARTUP INSTRUCTIONS ON THE SSM TRAINING WEBSITE 1. What Is Successful Senior Marketing? 2. Introduction and Overview of the Startup Training 3. Step One Understand the Marketing Philosophy behind SSM 4. Step Two Organize a Local Council Team 5. Step Three Prepare for Promoting Services 6. Step Four Promote and Set up Workshop Presentations 7. Step Five Prepare for and Deliver the Workshop Presentation 8. Step Six Contact and Meet with Sign-Up Respondents 9. Step Seven Turn Sign-Up Respondents into Clients SUPPORT DOCUMENTS ON THE SSM TRAINING WEBSITE The 7 Principles of Successful Senior Marketing SSM Marketing Demographics of Elkhorn, Wisconsin and Vicinity Community-Based Residential Facilities in Southeastern Wisconsin Residential Care Apartment Complexes in Southeastern Wisconsin Continuing Care and Retirement Communities within 30 Miles of Elkhorn Most Promising Communities to Contact within a 30 Mile Radius of Elkhorn Potential Council Members in Southeastern Wisconsin Colleges and Universities in the Vicinity of Elkhorn Complete List of Everything Included in the Successful Senior Marketing System

2 CONTENTS OF THE SUCCESSFUL SENIOR MARKETING SYSTEM SHIPPED WITH YOUR PURCHASE "Read This First" orientation Printed samples of startup promotional brochures Printed sample of a startup workshop workbook Printed samples of other promotional brochures Printed full-color sample mailer for veterans benefits Printed sample booklet Community Solutions for Eldercare Printed sample booklet When Employees Become Caregivers Printed piece Helpful Hints for Starting a Planning Council Printed piece Organizing a Planning Council Built on Life Resource Planning Successful Senior Marketing Instruction Manual 220 pages DVD Startup Training which contains the following: Training Piece 1 The 7 Principles of Successful Senior Marketing Training Piece 2 How to Obtain Potential Member Lists and Organize a Local Planning Council Training Piece 3 How to Find and Approach Senior Living Retirement Communities Training Piece 4 How to Print and Use the Marketing Pieces That Come with the Startup Material Training Piece 5 How to Set Up a Self-Sponsored Education Class at a Local College or University Training Piece 6 How to Obtain Lists for Placement of Brochures Training Piece 7 How to Set Up a Veterans Benefits Mailer Training Piece 8 How to Be an Expert Presenter Using the Presentation Subject Training Manual Training Piece 9 How to Deal with the Issue of VA Accreditation Training Piece 10 How to Deal with Veterans Benefits Applications Training Piece 11 How to Get Workshop Attendees to Sign up with You (video training) PowerPoint entitled Government Benefits for Aging Seniors

3 PowerPoint entitled 12 Little-Known Benefits for Senior Veterans or Their Survivors Attendee workbook print file entitled Government Benefits for Aging Seniors Attendee workbook print file entitled 12 Little-Known Benefits for Senior Veterans or Their Survivors Full color brochure print file entitled For Senior Veterans or Their Surviving Spouses Full color brochure print file entitled Government Benefits for Aging Seniors Single page handout print file entitled 12 Little-Known Benefits for Senior Veterans or Their Survivors Single sheet handout entitled Evaluation and Information Request Form Full-color sample mailer postcard print file Veterans Mail Piece Multipage handout entitled Sample Planning Council or Individual Introduction Sheet A 168 page textbook entitled Presenter s Knowledge Training Manual DVD Video Training for the Successful Senior Marketing System which contains the following: Introduction to Successful Seminar Marketing MPG4 Introduction to State Planning Councils MPG4 Session 1 Understanding Our Seminar Marketing Approach MPG4 Session 2 Identifying and Securing Your Presentation Venues MPG4 Session 3 Promoting Your Presentation Venues to the Public MPG4 Session 4 Designing Presentations for Each of Your Venues MPG4 Session 5a Organizing and Preparing for Your Presentations MPG4 Session 5b Introduction to the Sample Presentations MPG4 Session 6 Delivering Your Presentations MPG4 Session 7 Following Up after Your Presentations MPG4 Session 8 Grow Your Business Using NCPC Support MPG4 Session 9 Using the DVD That Comes with the System MPG4 Session 10 Steps for Creating Your Customized PowerPoint Presentation DVD Successful Senior Marketing Sales Support Materials which contains the following: 1. Contents of This DVD DVD Table of Contents PDF 2. Slide Presentation System Slide Set #1 The Challenges of Growing Older PPT Slide Set #2 Aging Seniors the Need for Planning PPT Slide Set #3 Planning Options for Aging Seniors PPT Slide Set #4 Reduced Spending Power PPT Slide Set #5 Evaluating Savings and Investments PPT Slide Set #6 Converting Assets to Income PPT Slide Set #8 Understanding Medicare PPT Slide Set #9 Medicare Advantage and Supplement Plans PPT

4 Slide Set #10 Maintaining Good Personal Health PPT Slide Set #11 Strategies for Successful Aging PPT Slide Set #12 Living Arrangements for Aging Seniors PPT Slide Set #13 Support Services for Aging Seniors PPT Slide Set #14 Government and Community Aging Services PPT Slide Set #15 Planning for Long Term Care PPT Slide Set #16 Informal Family Caregivers PPT Slide Set #17 The Family Care Plan and Caregiving Agreement PPT Slide Set #18 Medicare Temporary Care Services PPT Slide Set #20 Benefits for Senior Veterans PPT Slide Set #21 Long Term Care Insurance and Short Term Care Insurance PPT Slide Set #22 Planning for Final Years Legal Issues PPT Slide Set #23 Planning for End-Of-Life Dying PPT Slide Set #24 Planning for End-Of-Life Final Arrangements PPT Slide Set #25 Planning Considerations for Aging Seniors PPT A File Introduction and Administration Slides _Presentation Building Template PPT a Title Slide place your title or subtitle on this slide PPT b Introduction Slide This Educational Encounter Covers One of Many Issues Slide PPT c Introduction Slide Understanding the Issues with Planning for Aging Slide PPT d Evaluation and Information Request Form Slide PPT e Slide Set #1 The Challenges of Growing Older PPT f Let s Take a Break Slide PPT g Thank You for Attending Slide PPT B File Planning Imperatives Slides Evaluation and Information Request Form Slide Slide Set #2 Aging Seniors the Need for Planning PPT Slide Set #3 Planning Options for Aging Seniors PPT Slide Set #25 Planning Considerations for Aging Seniors PPT C File Assets and Income Slides (Subject 1) Slide Set #4 Reduced Spending Power PPT Slide Set #5 Evaluating Savings and Investments PPT Slide Set #6 Converting Assets to Income PPT D File Estate Planning and Asset Preservation Slides (Subject 2) Slide Set #22 Planning for Final Years Legal Issues PPT E File Medicaid Slides (Subject 3) Slide Set #20 Benefits for Senior Veterans PPT F File Caregiving and Living Arrangements Slides (Subject 4) Slide Set #12 Living Arrangements for Aging Seniors PPT Slide Set #16 Informal Family Caregivers PPT Slide Set #17 The Family Care Plan and Caregiving Agreement PPT

5 G File Successful Aging Slides (Subject 5) Slide Set #10 Maintaining Good Personal Health PPT Slide Set #11 Strategies for Successful Aging PPT H File Planning for Long Term Care Slides (Subject 6) Slide Set #12 Living Arrangements for Aging Seniors PPT Slide Set #15 Planning for Long Term Care PPT Slide Set #18 Medicare Temporary Care Services PPT Slide Set #20 Benefits for Senior Veterans PPT I File Services for Aging Seniors Slides (Subject 7) Slide Set #13 Support Services for Aging Seniors PPT Slide Set #14 Government and Community Aging Services PPT J File Planning for Final Years Slides (Subject 8) Slide Set #22 Planning for Final Years Legal Issues PPT Slide Set #23 Planning for End-Of-Life Dying PPT Slide Set #24 Planning for End-Of-Life Final Arrangements PPT K File Health Insurance Options for Seniors Slides (Subject 9) Slide Set #8 Understanding Medicare PPT Slide Set #9 Medicare Advantage and Supplement Plans PPT Slide Set #21 Long Term Care Insurance and Short Term Care Insurance PPT Slide Set #18 Medicare Temporary Care Services L File Veterans Benefits Slides (Subject 10) Slide Set #20 Benefits for Senior Veterans PPT 3. Workbook Design and Construction A. Workbook Design 1 Workbook Print Sequencing Table WORD 2 Workbook Cover PDF 3 Workbook Title Page WORD 4 Title Slide PPT 5 Sample Planning Council or Individual Introduction Sheet WORD 6 Evaluation and Information Request WORD 6 Evaluation and Information Request PDF Divider between the Slides in Study Guides PDF Landscape Slide Blank PDF Portrait Slide Blank PDF B. Workbook Slides _Thank You for Attending Slide BW PDF _Title Slide PPT (create and then convert to PDF) Evaluation and Information Request Form Slide BW PDF Introduction Slide This Educational Encounter Covers One of Many Issues COLOR PDF Introduction Slide Understanding the Issues with Planning for Aging BW PDF Let s Take a Break Slide BW PDF Slide Set #1 The Challenges of Growing Older COLOR PDF Slide Set #2 Aging Seniors the Need for Planning COLOR PDF

6 Slide Set #3 Planning Options for Aging Seniors BW PDF Slide Set #4 Reduced Spending Power COLOR PDF Slide Set #5 Evaluating Savings and Investments COLOR PDF Slide Set #6 Converting Assets to Income COLOR PDF Slide Set #7 Transferring Assets to the Next Generation BW PDF Slide Set #8 Understanding Medicare BW PDF Slide Set #9 Medicare Advantage and Supplement Plans BW PDF Slide Set #10 Maintaining Good Personal Health BW PDF Slide Set #11 Strategies for Successful Aging BW PDF Slide Set #12 Living Arrangements for Aging Seniors BW PDF Slide Set #13 Support Services for Aging Seniors BW PDF Slide Set #14 Government and Community Aging Services BW PDF Slide Set #15 Planning for Long Term Care BW PDF Slide Set #16 Informal Family Caregivers BW PDF Slide Set #17 The Family Care Plan and Caregiving Agreement BW PDF Slide Set #18 Medicare Temporary Care Services BW PDF Slide Set #19 Medicaid Long Term Care BW PDF Slide Set #20 Benefits for Senior Veterans BW PDF Slide Set #21 Long Term Care Insurance and Short Term Care Insurance BW PDF Slide Set #22 Planning for Final Years Legal Issues BW PDF Slide Set #23 Planning for End-Of-Life Dying BW PDF Slide Set #24 Planning for End-Of-Life Final Arrangements BW PDF Slide Set #25 Planning Considerations for Aging Seniors BW PDF C. Workbook Slide Study Guides (#matches corresponding slide set #) Slide Set #1 The Challenges of Growing Older PDF Slide Set #2 Aging Seniors the Need for Planning PDF Slide Set #3 Planning Options for Aging Seniors PDF Slide Set #4 Reduced Spending Power PDF Slide Set #5 Evaluating Savings and Investments PDF Slide Set #6 Converting Assets to Income PDF Slide Set #7 Transferring Assets to the Next Generation PDF Slide Set #8 Understanding Medicare PDF Slide Set #9 Medicare Advantage and Supplement Plans PDF Slide Set #10 Maintaining Good Personal Health PDF Slide Set #11 Strategies for Successful Aging PDF Slide Set #12 Living Arrangements for Aging Seniors PDF Slide Set #13 Support Services for Aging Seniors PDF Slide Set #14 Government and Community Aging Services PDF Slide Set #15 Planning for Long Term Care PDF Slide Set #16 Informal Family Caregivers PDF Slide Set #17 The Family Care Plan and Caregiving Agreement PDF Slide Set #18 Medicare Temporary Care Services PDF Slide Set #19 Medicaid Long Term Care PDF Slide Set #20 Benefits for Senior Veterans PDF Slide Set #21 Long Term Care Insurance and Short Term Care Insurance PDF Slide Set #22 Planning for Final Years Legal Issues PDF Slide Set #23 Planning for End-Of-Life Dying PDF Slide Set #24 Planning for End-Of-Life Final Arrangements PDF Slide Set #25 Planning Considerations for Aging Seniors PDF

7 4. Sample Presentations A. Sample 30 Minute Presentation 30 Minute Presentation Description, Title and an Outline PDF Sample 30 Minute Slide Presentation PPT Workbook for Sample 30 Minute Presentation PDF B. Sample 60 Minute or Longer Presentation 60 Minute Presentation Description, Title and an Outline PDF Sample 60 Minute Slide Presentation PPT Workbook for Sample 60 Minute Presentation PDF C. Sample 120 Minute or Longer Presentation 120 Minute Presentation Description, Title and an Outline PDF Sample 120 Minute Slide Presentation PPT Workbook for Sample 120 Minute Presentation PDF 5. Articles for Marketing Use About Hospice Care WORD Care Management WORD Caregiver Burnout WORD Community Aging Services and Senior Centers WORD Dealing with the Sudden Crisis of the Eldercare WORD Elder Abuse WORD Elder Attorney WORD Elder Mediation Results Family Conflicts WORD Employers Support for Caregiving Employees WORD Getting Your Affairs in Order WORD Home Health Agency Care WORD Impending Crisis for the Elderly WORD Ensuring Your Retirement Funds WORD Keeping Mom and Dad Safe at Home WORD Life Insurance and Annuities for Long Term Care Planning WORD Long Term Care Insurance WORD Medical Care at the End-of-Life WORD Misconceptions about the Need for Long Term Care WORD Personal Care Home Health Services WORD Planning for Your Elder Years WORD PreNeed (Pre-Paid) Funeral and Burial Plans WORD Putting Home Care in Perspective WORD Reverse Mortgage Home Equity Loans WORD Senior Relocation Services WORD Strategies to Reduce Caregiver Stress WORD The 4 Steps of Long Term Care Planning WORD The Bias of Medical Care Providers Towards Aging WORD The Financial Health of Aging WORD The Problem with Government Long Term Care WORD Veterans Benefits WORD

8 6. Brochures and Booklets A. Inexpensive Trifold for Education Site Workshops WORD B. Inexpensive Trifold for Community Sponsored Workshops WORD C. Booklet "When Employees Become Caregivers" PDF D. Booklet "Community Resources for Eldercare" PDF E. Sample Brochure for a Planning Council WORD 7. Presenter's Source Material Handbook Presenter's Source Material Handbook PDF 8. Study Guide Archive in Word Format Slide Set #1 The Challenges of Growing Older WORD Slide Set #2 Aging Seniors the Need for Planning WORD Slide Set #3 Planning Options for Aging Seniors WORD Slide Set #4 Reduced Spending Power WORD Slide Set #5 Evaluating Savings and Investments WORD Slide Set #6 Converting Assets to Income WORD Slide Set #7 Transferring Assets to the Next Generation WORD Slide Set #8 Understanding Medicare WORD Slide Set #9 Medicare Advantage and Supplement Plans WORD Slide Set #10 Maintaining Good Personal Health WORD Slide Set #11 Strategies for Successful Aging WORD Slide Set #12 Living Arrangements for Aging Seniors WORD Slide Set #13 Support Services for Aging Seniors WORD Slide Set #14 Government and Community Aging Services WORD Slide Set #15 Planning for Long Term Care WORD Slide Set #16 Informal Family Caregivers WORD Slide Set #17 The Family Care Plan and Caregiving Agreement WORD Slide Set #18 Medicare Temporary Care Services WORD Slide Set #19 Medicaid Long Term Care WORD Slide Set #20 Benefits for Senior Veterans WORD Slide Set #21 Long Term Care Insurance and Short Term Care Insurance WORD Slide Set #22 Planning for Final Years Legal Issues WORD Slide Set #23 Planning for End-Of-Life Dying WORD Slide Set #24 Planning for End-Of-Life Final Arrangements WORD Slide Set #25 Planning Considerations for Aging Seniors WORD