Wednesday, October 14, 2020

The Surf Financial YouTube Channel

As mentioned in a previous post a few weeks back, Surf Financial Brokers has made a serious effort to expand our social media footprint. We added an Instagram page to our group of platforms recently and now we have a full-fledged YouTube channel. 

We hope both Instagram and YouTube will be great for our business. Recognizing that many people are visual learners and that not everyone wants to read a blog, we hope that short informational videos on topics like life insurance, disability insurance, long term care insurance and our other products will help our viewers understand how these policies work, along with reasons why people should look into them. 

Did you know that YouTube is now the number two search engine, behind their parent company, Google? People search on YouTube for all kinds of information, from how to repair the thermostat on a 2005 Chrysler to the best way to make a pan-fried steak. Personally, it can be a lot easier for my brain to retain information when someone is explaining it to me, rather than reading a blog. 

We had a couple of reasons for wanting to do all of this work from a marketing standpoint. First, the traditional way of prospecting, asking for referrals and networking is good, but it can wear an insurance agent down. And we had a feeling we were missing out on a more social media savvy segment of the population. (see "younger people")

Making Surf Financial Brokers more of a virtual agency was starting to look appealing over a year ago.Then the pandemic arrived and sped things up a bit. Since we had already decided to make the adjustments, the virus just expedited the process. 

The internet has changed the way almost everyone does business. From marketing to the delivery of products and services, nearly every industry has had to make changes in the last 25 years. The life insurance industry still has a few holdouts though, who maintain that policies need to be "sold" in person by a trusted agent. 


This old school way of thinking kept agents, for the most part, limited to a geographical location. By expanding our social media footprint, we hope to cast a wider net of prospects. And we provide tools for our clients to use that can help them do some homework before setting an appointment with us.

As we have seen with auto insurance, more and more people are comfortable looking for coverage online. And almost all of the major car insurance companies have a strong social media presence. We hope this translates to other lines of insurance, including life, disability and long term care.

By making Surf Financial Brokers a "hybrid" agency, we can give the personal touch of having a live person on the phone if you have a question, as well as a virtual aspect for those who want to do their own research. As one of our taglines says, we're the "No Pressure Insurance" company. 

A great way to convey that message is through our various social media pages. You can find us on Facebook, LinkedIn, Twitter, Instagram and YouTube. With a mix of memes, blogs and short videos, we hope to get the word out that Surf Financial Brokers here to help people protect themselves and their loved ones. 

Look us up on YouTube and subscribe to our channel. And please, stay healthy.

Chris Castanes is the president of Surf Financial Brokers, helping people find affordable life and disability insurance coverage. He's also is a professional speaker helping sales people be more productive and efficient and has spoken to professional and civic organizations throughout the Southeast. And please subscribe to this blog!

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