We lay out a simple, repeatable method to define your ideal client and turn that clarity into content that converts. Two sample personas show how message, channel, and follow-up change based on age, habits, and needs.

• why clarity on your ideal client matters
• how to build personas from your book and community
• two core personas: new homeowner and retiree
• content that fits each persona’s habits
• office tactics: scripts, flyers, and reviews
• targeting tools: ads, life events, and geofencing
• educating younger buyers on life insurance value
• aligning marketing, sales, and service around personas