Helping More People Secure Their Future with Wills

Have you ever heard stories of families struggling for years to claim their loved one’s assets because there was no will in place? 😟 It’s a sad reality, but one that can be easily avoided.

As a Koha Legacy Planner (LP), your mission is to educate, build trust, and guide people toward protecting their family’s future. But how do you attract leads, build credibility, and turn prospects into paying clients?

Here’s a 5-step lead generation and sales strategy to position yourself as the go-to estate planning expert and grow your business. Let’s dive in! 💡

📌 Step 1: Create Awareness & Position Yourself as the Expert

👉 What to Do:

Your goal is to educate, not sell. Most people don’t realize how important estate planning is, so your job is to create awareness in a friendly, non-salesy way.

👉 How to Do It:

1.Social Media Content (FB, IG, TikTok, LinkedIn, WhatsApp Status)

•Share simple tips:

“Did you know that without a will, your assets could be frozen for years?”

•Post real-life case studies:

“A friend’s family is struggling to claim their father’s assets. Here’s what happened…”

•Myth-busting posts:

“Only rich people need a will? Not true! Here’s why…”

•Engagement polls:

“Do you have a will? Yes / No / Planning to do it soon”

2.Community Engagement

•Join Facebook groups, WhatsApp groups, or Telegram channels related to finance, family, and investments.

•Answer questions without selling, offer advice, and become the go-to expert.

•Create a WhatsApp Broadcast List with estate planning tips.

🎯 Outcome:

You become a trusted authority on wills and estate planning, making it easier for people to reach out to you when they’re ready.

📌 Step 2: Offer Something Free & Valuable (Lead Magnet)

👉 What to Do:

Most people hesitate because they don’t know where to start. Give them an easy way to engage with you by offering something valuable for FREE.

👉 Examples of Free Offers:

•Checklist: “10 things you need to prepare before writing a will” (PDF download)

•Estate Distribution Report: “Want to know how your assets will be distributed? I’ll calculate it for free!”

•Live Webinar / Q&A Session: “Will Writing 101: Everything you need to know about writing a will in Malaysia”

•Free Consultation: “Let’s check if you need a will—FREE 15-min chat!”

👉 How to Distribute It:

•Use WhatsApp, FB Messenger, or IG DMs to send the offer.

•Post on social media: “Comment ‘YES’ and I’ll send you my FREE will preparation checklist!”

•Create a simple landing page or Google Form to collect leads.

🎯 Outcome:

You now have warm leads—people who are interested but need more education before making a decision.

📌 Step 3: Set Up a Zoom / In-Person Meeting

👉 What to Do:

Convert leads into one-on-one conversations where they can understand the urgency of having a will.

👉 How to Invite Them:

•Follow-up message on WhatsApp:

“Hey [name], I saw you got the checklist. Want me to explain it in detail? We can do a quick Zoom or meet over coffee!”

•Scarcity tactic:

“I only have 5 slots this week for free estate planning sessions. Want one?”

•Create urgency:

“Do you know Malaysia has over RM90 billion of unclaimed assets? Let’s make sure yours isn’t one of them. Let’s chat!”

👉 During the Session:

•Use real-life stories to make it relatable.

•Help them visualize the consequences of NOT having a will.

•Give a strong call to action (CTA):

“Let’s get your will done today—it only takes 15 minutes!”

🎯 Outcome:

The prospect understands the urgency and is ready to proceed.

📌 Step 4: Close the Sale (Encourage Action!)

👉 What to Do:

Make it easy and irresistible for them to say YES!

👉 How to Do It:

1.Simplify the process:

•“No need to worry about complicated processes, I’ll guide you step by step.”

2.Reduce objections:

•“It’s affordable—only RMXX, and you can update it anytime.”

3.Create urgency:

•“Do it now while it’s fresh in your mind! If you delay, it might never happen.”

4.Offer an extra incentive:

•“If you sign up today, I’ll also give you my exclusive ‘Estate Planning Checklist’ for free.”

🎯 Outcome:

A paid client! 🎉

📌 Step 5: Post-Sale Follow-Up & Get Referrals

👉 What to Do:

Happy clients = more referrals = easier sales!

👉 How to Do It:

•Send a thank-you message:

“Congrats on taking this important step! Your family will thank you for this.”

•Ask for a referral:

“Do you know anyone who might also need a will? I’d love to help them too!”

•Collect testimonials:

•“Can you share your experience? It’ll help others see the importance of having a will.”

🎯 Outcome:

More referrals = more sales with less effort! 🚀

🔑 Summary: The 5-Step Plan

1️⃣ Create Awareness – Share valuable content & engage in communities.

2️⃣ Offer a Freebie – Give them a reason to reach out to you.

3️⃣ Book a Meeting – Educate & make them see the urgency.

4️⃣ Close the Sale – Remove objections and guide them to take action.

5️⃣ Follow Up & Get Referrals – Turn clients into more clients.

With this plan, you’ll attract more leads, build trust, and close more sales effortlessly! Ready to start? 🚀

❓ FAQs

1. Why do I need to educate first instead of selling directly?

People don’t like being sold to, but they love learning new things. Educating first builds trust, making sales much easier.

2. What if I don’t have a big social media following?

Start small! Engage in Facebook groups, post in WhatsApp statuses, and share valuable content regularly. Over time, your audience will grow.

3. How do I handle people who say they don’t need a will?

Ask them questions to make them think: “If something happens to you, who will take care of your assets?” or “Do you want your family to go through legal battles?”

4. How long does it take to see results?

If you follow this plan consistently, you can generate leads within a few weeks and start closing sales within 1-2 months.

5. What’s the most important step?

Step 1: Creating Awareness. If people don’t see you as an expert, they won’t trust you enough to do business with you.

Now, go out there and help families secure their future! 🚀💼