There are many benefits to life insurance ownership—whether it’s owned by a trust or an individual. Life insurance can provide a financial hedge to your clients’ portfolios for assets that are earmarked for wealth transfer. Our new sales idea brochure highlights two scenarios where leveraging alternative assets using life insurance may help maximize wealth transfer. […]
Archive for the ‘Life Insurance Marketing’ Category
Client seminar presentation Client brochure/workbook Invitation (mailer) Invitation (formal) Poster Seminar print ad “8 Things You Should Know” flyer Prospecting mailer (“8 Things You Should Know”) Prospecting mailer (seminar follow-up) Annual retirement checklist Social Security timeline flyer Prospecting letter Advisor guide Online planning tool: Social Security Explorer (Myprotective.com login required. Upon logging in, click on […]
ClientCoach is a step-by-step guide to the life insurance sales cycle. Learn about specific types of clients and gives you strategies and resources to help make a sale. ClientCoach gives you a roadmap for the sales process: Identify Realize new sales opportunities by exploring different client types. Approach Connect with clients and learn their needs by asking the right questions. Demonstrate Use […]
ClientCoach is a step-by-step guide to the life insurance sales cycle. Learn about specific types of clients and gives you strategies and resources to help make a sale. ClientCoach gives you a roadmap for the sales process: Identify Realize new sales opportunities by exploring different client types. Approach Connect with clients and learn their needs by asking the right questions. Demonstrate […]
Download our 2015 LIAM eKit to learn more about the opportunities and find materials you can use with prospects and clients. A successful LIAM campaign starts with great LIAM materials…don’t miss out!
Did you know that clients in the affluent market are generally ideal candidates for the JH Vitality Program? From concern for fitness and value, to a desire for travel and loyalty rewards, studies are showing that the these clients provide a great opportunity to leverage the value of Vitality. Take a look at the attached flyer for […]
The question is common and insurance agents and financial advisers hear it often, “Where should I put my money to get the most benefit for me and my family?” Often, the answers are also common. From stocks and bonds to annuities and CDs, and each has positive and negative aspects and may or may not […]
This marketing kit contains materials used in the Practice Building with Chronic Illness Riders webinar. Materials in the kit include client brochures, sample prospecting letters, a product comparison showing all of the top carriers offering hybrid life insurance products, sample illustrations, and white papers. For more information or to have a case quoted, contact the […]
Join us for our exclusive spring Business Building webinar series for independent agents and financial advisors. In this series of 20-minute webinars, we will explore topics that advisors can put to work immediately to add revenue and increase client value. Multiple dates and times are available for each event. Build Your Practice with Policy Review […]
In this month’s issue of the Assurity Triangle newsletter, Ken Smith, director of health product sales, discusses ways for life and health producers to leverage the Affordable Care Act and make money after open enrollment ends.
Life insurance prospecting using pension plans is the perfect way to build your business in 2015! Find out where to look for prospects Where to look and how to uncover prospects in your target market. Uncover professional sales ideas Our pension case designers have over 20 years experience Learn what to say and how to […]
Life Insurance in the Fast Lane(R) just got faster, with MetLife Enhanced Rate Plus – standard becomes best class, with no paramedical exams or lab work! Contact your Creekmore rep today at 800-359-5102 for more information. Our MetLife Promise Whole LifeSM portfolio may not be top of mind, but producers with your firm might […]
Better riders to a better ride. Win one of two pre-paid leases on a BMW 528i by selling a powerful combination of living benefits riders READY TO HIT THE ROAD? We are pleased to announce a sales contest for living benefit riders available on our life insurance policies: Lifestyle Income SolutionSM (LIS)—longevity rider (available on […]
Show clients an innovative way to use life insurance to protect their retirement assets with a new training program on RetireStronger.com called “Making the Sale”. With this program, you can make the sale by accessing a step-by-step guide to: 1) Learn more about your clients’ needs 2) Discover innovative solutions to fill those needs 3) […]
Below are seven suggestions to help grow your business in the Foreign Nationals market by locating potential clients. Sources for Potential Foreign National Prospects Your Own Book of Business Are you working with a client who is married to, or has connections with, a non-U.S. citizen? Real Estate Agents Recent changes in the U.S. real estate […]