LTCI Update: Generating leads

July 08, 2010 at 08:00 PM
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Generating leads through all stages of your career
Wednesday, Aug. 25 | 2 p.m.
Honey Leveen, President, Your Insurance Specialist LLC

Not many people get to hear royalty speak in person. That will change for attendees of a presentation by Honey Leveen, LUTCF, CLTC, LTCP, owner of Your Long Term Care Insurance Specialist, LLC, in Houston, Texas. Leveen is the self-proclaimed "queen of long term care insurance." It's a whimsical title but in fact Leveen is an experienced and successful producer who has focused exclusively on LTCI since the early '90s. She has qualified for the Million Dollar Round Table several times and is ranked among the top 100 LTCI producers.

Leveen's presentation will cover lead generation, and she will share her experience of trying multiple methods over the years. In the early part of her career, she used mailings and cold calling. "Direct mail worked beautifully in the early '90s but for some reason, it's not that effective these days," she says. "Maybe people are getting too deluged or maybe people resort to the Internet more." Some methods have been less successful than others. For example, Leveen has tried print advertising but with weak results.
Nowadays, however, she relies on a busy networking schedule. She's an active member of the West University Rotary Club and president of Houston Area Continuity of Care. Leveen also belongs to a business women's book club that meets monthly as well as another professional women's group that meets once a month.

Her participation in Houston Area Continuity of Care ties in directly with her work. The group "encourages the mutual sharing of information among health care professionals involved in continuity of care and discharge planning." Leveen says the membership comprises health care agency owners, durable medical equipment providers and marketing staff from assisted living facilities.

Leveen's program will focus on how different lead generation strategies can work differently for different people and at different stages of their careers. She plans to cover three distinct phases–starting out, mid-career and experienced–in an interactive session using videos. The presentation will draw on her experiences and recognition of how her techniques have evolved. "When I think of how I generated business in the early part of my career, I really was meeting myself coming and going," she says. "I was much more phone intensive. I planted many seeds during these years and now I'm reaping what I've sown over the past 20 years."

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