Understand Journey

Tamisha led a meeting to discuss branding strategies and community engagement, focusing on how to effectively present businesses and organizations to target audiences through digital platforms and personal connections. The team explored ways to integrate financial services with community services, particularly through Primerica and Smart Mom initiatives, while developing personalized brand stories and marketing campaigns. Through the use of AI tools like ChatGPT, participants learned how to create digital resources and marketing materials to support their community outreach efforts, with Sharon specifically working on developing a brand story and marketing plan for the Pantiga Community Center.

Senior Services and Financial Planning
Sharon discussed her nonprofit, Pantiga Area Community Developers, which provides services to senior citizens in her community, including health education and social activities. She explained that before the pandemic, the organization offered programs like exercise classes and diabetes education. Sharon also shared that she uses her community connections to generate customers for her Primerica business, which offers financial products such as life insurance, auto and home insurance, and identity theft protection. While her nonprofit has a Facebook page, Sharon mentioned that their website is not currently operational.

Primerica Community Integration Strategy
Tamisha presented a strategy to integrate Primerica with community services, focusing on financial literacy and workforce development for parents. She explained how she combines Primerica with Smart Mom, an initiative that targets mothers with school-age children, offering incentives for obtaining Primerica licenses and securities certifications. The program aims to create a seamless brand story and attract a specific audience through automated processes, including a handbook for interested participants.