Help More Seniors and Close More Loans With Our Proven 3-Tiered Marketing Strategy
What If You Could Generate Leads, Stay Compliant, and
Save Time—Without Doing It All Yourself?
More seniors than ever are looking for guidance—and you could be the one to help them.
I believe deeply in the power of reverse mortgages to transform retirement, and I’m here to help you reach the people who need you most. My three-tiered Reverse Mortgage Marketing Strategy is designed specifically to connect you with referral partners, build trust through strategic LinkedIn content, and stay top-of-mind with monthly email newsletters—all done for you.
What sets this program apart? Unlike most agencies that charge premium rates for just one of these services, my program includes all three tiers—for less than half the cost. If you're ready to attract more ideal clients and referral partners without doing all the heavy lifting yourself, let’s talk.
How it Works
We designed this proprietary strategy through YEARS of testing different marketing combinations and this method is our favorite. Your online marketing will be done for you - all you have to do is answer the calls!
Target, Connect and Nurture
We strategically identify your ideal referral partners and send personalized connection requests on your behalf.
Once they accept, we follow up with a thoughtful message to start the conversation—and we can continue nurturing with additional follow-ups and a compelling call to action.
When someone replies, that’s your cue to jump in and take the relationship to the next level.
Be Seen, Stay Relevant
Before accepting your connection request, most people will check out your profile.
That’s why we keep your feed active with professionally written, compliance-friendly posts focused on industry insights, financial education, and retirement lifestyle topics.
It’s the kind of content that builds trust and positions you as the expert you are.
Monthly Newsletter - Your Secret Weapon
To keep your name in front of prospects beyond LinkedIn, we create a custom monthly newsletter just for you.
Every month, we add your new LinkedIn connections to your email list—so your audience grows as your network expands.
Many of our clients say this simple but powerful step has been the game-changer for their reverse mortgage business. [Learn more about our newsletters here.]
What Our Clients Are Saying
We have been very blessed to work with many reverse mortgage professionals over the last 13+ years. Here are just a few testimonials - please visit our testimonials page to read more!
Want to do ALL of This System Yourself? This is for you...
If you prefer to learn how to do this entire system or have your virtual assistant do it on your behalf, you're in luck! Our Marketing Momentum Bootcamp is now available! EVERYTHING you need is in the bootcamp - every step of our process, every tool we use and all the content you need for a year!
Why LinkedIn?
LinkedIn is the first and primary social networking platform for business networking...think of it as a digital Chamber of Commerce.
People use LinkedIn to grow their professional networks, get industry news, and make valuable connections for sales, jobs and collaborations. It's expected and respected.
But it is also much more than that. It is a hardy, reliable platform for finding, communicating with and nurturing sales leads if you do it correctly.
It takes a solid strategy, a proven system and constant effort to fully utilize LinkedIn for lead generation. And we do it for you.
We know how to do it, what to say, and what really works. How do we know? Because we get 80% of our leads from our efforts on LinkedIn.
Types of Nurture Campaigns We Can Do
Not all LinkedIn campaigns are about making new connections. We have a variety of campaigns that not only nurture new connections, but also revive previous relationships with connections you already have.
Connection request and follow-up messaging sequences to grow your network with intention
Profile viewing activity to spark curiosity and get you noticed
Engaging messages to first level connections to remind them you're connected and start the conversations
Private messages to members of groups you're in to communicate with people you're not directly connected with
Event notification and invitation to improve attendance at your event
Personalized InMails to people who allow anyone to message them
Birthday and new job messages to first level contacts that keep you top-of-mind
Automatic following so you can engage with content others share
Strategic likes and skill endorsements to stay visible and relevant
Cold email outreach to new connections that bridges the LinkedIn inbox gap
Benefits You'll Love
- A complete Digital Marketing solution done-for-you
- Save hours each week with done-for-you outreach and follow-up
- Grow a network of real connections aligned with your goals
- Create conversations that lead to referrals and revenue
- Nurture your current contacts without being salesy
- Grow your email list and get in front of them every month
- Stay active without having to live online
- Get better visibility on LinkedIn when people search for your skillset