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3 Tips for Keeping in Touch with Clients During the Holidays and Beyond

happy holidays card with evergreen background
Mary Sizemore
Mary Sizemore December 8, 2023

With over 25 years of experience, Mary shares her industry knowledge by helping agents and their clients navigate various insurance products. She also stays up to date on current products and trends to support, mentor, and guide her teammates.

The holidays are upon us. While it’s the busiest time of the year for many, the holidays are also a time when your clients may be getting together with loved ones that they haven’t seen in quite some time.  In many cases, this could be when your clients notice the effects of aging that have taken place within their own families. None of us are immune to aging. That’s why it’s so crucial to have a plan for caregiving and aging in place.

Read More: How to Start the Long-Term Care Planning Conversation with Clients

As a financial professional, it’s important to keep a line of communication open with your clients. But how do you stand out from the rest? Here are three tips for keeping in touch with your clients during the holidays and beyond:

1. Send Holiday Cards

The holiday season is always a good time to thank your clients for their past business. You may want to consider a Happy New Year card rather than a Happy Holidays card and send it near the end of the year. This will differentiate your card from the slew of other holiday cards they receive. When appropriate, consider adding a personal message and including information about the products and services you offer.

2. Make Birthday Phone Calls

Review your client list and see who has a birthday coming up in the next 90 days. A personal phone call to wish them a Happy Birthday can go a long way. During your call, schedule a later time to review their circumstances. Has anything in their life changed? Divorce, retirement, widowhood, and other life events will affect their financial situation. It’s also a great opportunity to help them put a plan together for a long-term care crisis.

3. Update Your Social Media

During the holidays, your clients may browse social media more often to see pictures of family and loved ones. Plus, many of them may find themselves with more downtime during the holiday season or after the new year. Write an upbeat holiday blog and share it on your social media. You could even include a success story from the previous year and any new products or services that you are offering. Keep your blog going monthly with case studies, trending topics on aging, or caregiving tips.

Read More: 6 Holiday Marketing Tips to Stand Out

Stay consistent in your messaging across these avenues, and make sure to encourage your clients to plan for longevity and aging. By being a resource in this area, you can approach the subject of long-term care planning and insurance with clients when applicable. Remember, everyone should have a plan for long-term care, and those with assets at risk should consider purchasing long-term care insurance.

If you need assistance with a specific client or you’d like to learn about the options available in your state, contact our office!