For Insurance Financial Planners ·
What you'll accomplish
By the end of this guide, you'll use ChatGPT to generate a complete dinner seminar content package — including the invitation letter, event outline, talking points, follow-up email sequence, and phone script for appointment setting. What normally takes 3–4 hours of content work gets done in under 90 minutes, with better copy quality than most advisors produce manually.
What you'll need
Before opening ChatGPT, answer these questions:
What you should have: A completed brief — 5–6 bullet points — to paste into your ChatGPT prompts.
Open ChatGPT and paste:
Write a dinner seminar invitation letter for a retirement income planning event.
Seminar details:
- Topic: [your topic]
- Target audience: [age range], primarily concerned about [key concern]
- Restaurant: [name]
- Date and time: [specifics]
- Key message: [what you want them to remember]
- Host: [your name and firm name]
Requirements:
- Direct mail letter format (date, greeting, body, RSVP section)
- Compelling headline at the top
- 3 specific reasons to attend (framed as client benefits)
- Urgency element (limited seats)
- Clear RSVP instructions with phone number [your number] and deadline
- Warm, professional tone — not corporate, not salesy
- Under 350 words
What you should see: A complete, formatted invitation letter ready to customize and send to your mailing list.
In the same conversation (or a new one), paste:
Create a 60-minute dinner seminar outline on the topic: "[your topic]"
Audience: [age range], primarily concerned about [concern]
Format: After dinner, before dessert. Presentation with Q&A.
Include:
- Opening: personal connection/story (2 min)
- Problem framing: why this matters now (10 min)
- Educational content: 3 key concepts explained simply (20 min)
- Solution overview: how an insurance-based approach addresses the problem (15 min)
- Stories/examples (without naming clients) (8 min)
- Close and call to action (5 min)
- Q&A structure
Provide bullet-point talking points for each section.
What you should see: A complete seminar outline with section-by-section talking points — your roadmap for the event.
After the seminar, you need to follow up with attendees who didn't book immediately. Generate this sequence:
Write a 3-email follow-up sequence for dinner seminar attendees who did not book an appointment.
Context:
- Seminar topic: [topic]
- Key message: [your message]
- Audience: [age range]
- Goal: Book a complimentary one-on-one consultation
- Emails spaced: Day 2, Day 5, Day 10 after seminar
Each email needs:
- Subject line
- Opening that references the seminar specifically
- One piece of relevant educational content (not a sales pitch)
- Clear, low-pressure call to action
- Under 150 words per email
What you should see: Three emails with subject lines — ready to send from your email provider on the appropriate days.
For calling non-responders, you'll need a warm phone script:
Write a 60-second phone script for calling seminar attendees who haven't booked an appointment.
Context:
- You're calling 3 days after the seminar
- They attended but didn't book at the event
- Goal: Book a 30-minute complimentary consultation
Script should:
- Open with a specific reference to the seminar (not generic)
- Acknowledge they may have more questions after thinking it over
- Offer a specific appointment time (not "whenever works for you")
- Have a natural response if they say "I'm not ready yet"
- Be warm and non-pushy throughout
What you should see: A natural-sounding script you can practice and use with confidence.
Seminar invitation:
Write a dinner seminar invitation for [topic]. Audience: [age range], concerned about [concern]. Restaurant: [name]. Date/time: [specifics]. Host: [name]. Compelling headline, 3 client-benefit reasons to attend, urgency, RSVP. Under 350 words.
Seminar talking points for one concept:
Write 5-minute talking points explaining [annuity concept] to a non-financial audience (ages 60-70). Use a simple analogy. No jargon. End with how this concept connects to their concern about [fear].
Follow-up email (one email):
Write a post-seminar follow-up email for an attendee who didn't book. Reference [specific seminar topic]. One educational insight. Low-pressure call to book a consultation. Under 150 words with subject line.
Phone script for follow-up calls:
Write a 60-second phone script for calling seminar attendees 3 days after the event. Goal: book a 30-minute consultation. Warm, specific, non-pushy. Include response to "I'm not ready."
Social media post promoting the seminar:
Write a Facebook post promoting a free dinner seminar on [topic] for [audience]. Include the key benefit of attending and a clear registration CTA. Under 100 words. Friendly, not corporate.