Archive for the ‘Life Insurance Marketing’ Category

Life & LTC Product NewsBlast (01.28.16)

HIGHLIGHTS THIS WEEK: • AIG – Two New GUL Sales Ideas – Engage With ROP • American National – Earn Conference Credits Twice as Fast, New Strategy – Uncapped Potential • AXA Equitable – What’s New at AXA • John Hancock – Make Life Easier and More Rewarding • Legal & General America – Term […]



2016 Financial Advisor Workshop Series starts Wednesday, January 27th

Creekmore Insurance Group, Inc. and Hoyt & Bryan, LLC are pleased to present the 2016 “Fourth Wednesdays” Advisor Workshop Series!  These events will cover personal financial planning, business planning, and practice development for financial advisors and insurance agents.  Lunch will be provided, and attendees will be eligible for continuing education credit. This series of workshops […]



Sound Sales Principles are Still the Foundation of Our Business

“Selling is 98 percent understanding human beings and 2 percent product knowledge.” – Joe GandolfoCheck out this great article from the November 2015 issue of Broker World. Click HERE or the image below to access/download in PDF format.



How to Host Events That Build Business – WSJ

Three consultants to financial advisers offer tips on the types of programs that deepen connections with clients—and entice them to bring their friends and family along. Source: How to Host Events That Build Business – WSJ



4 Steps to Becoming a Generational Expert

We have a new and exciting campaign addressing the differences in the generations to help you grow your business. This program can help you improve sales effectiveness by becoming familiar with the needs and communication preferences of each generation. • Learn rules of engagement with clients from various generations • Make solid connections with your […]



Searching for the right words? You’re in luck!

  MetLife’s Long Term Care Acceleration of Death Benefit Rider (LTC ADBR) stacked on top our MetLife Promise Whole LifeSM Portfolio1 provides not only the death benefit clients need but also the ability to cover long-term care costs many of them will encounter.Now you can make that message crystal clear by using Words That Work. […]



Big Challenges for Growing Businesses – Client Ready Video

This consumer-approved presentation is perfect for turning business prospects into active clients. Creekmore offers four great ways for independent advisors to use this material: Custom-branded YouTube presentation you can send your clients We can give you the slide deck to make in-person presentations to your clients Invite your clients to a live, private webcast – […]



Marketing Opportunity: Have You Met The Insurables?

      Over the summer, Transamerica introduced us all to an interesting group of people: The Insurables. This collection of client “personas” represent clients in each and every producer’s book of business. Transamerica has developed a treasure trove of market intelligence that will help producers identify these clients, identify likely pain points and match them up with a […]



John Hancock Vitality – Adding Vitality to Existing Policies and Term Conversions

This flyer describes the process for adding Vitality to existing John Hancock policies, including conversions and exchanges. Click here to view the document online, or download Vitality-Internal-Replacements-and-conversion-guideline-4-23-15.pdf. Embedded Document



Using Life Insurance to Leverage Alternative Assets

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. […]



Understanding Social Security Marketing Program

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 […]



Creekmore ClientCoach is here – a step by step guide to building an insurance sales practice

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 […]



Introducing ClientCoach – Sales Training for Independent Advisors

  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 […]



Life Insurance Awareness Month is coming – get prepared with a free eKit

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!



Unlocking the Affluent Market with John Hancock Vitality

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 […]