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Archive for the ‘Life Insurance Marketing’ Category

Prudential – New Ad Campaign Builds Awareness of a Ready-Made Market

Prudential’s new ad campaign builds awareness of a market you can reach today – women who need death benefit protection and as caregivers themselves, understand the importance of preparing for chronic illness care. Contact your Creekmore representative today at 800-359-5102 to see how life insurance with BenefitAccess can fill both needs. Trouble viewing this document? […]



Get Organized with the Sales Activity Worksheet

Being organized and disciplined about prospecting can be the hardest part of an advisory practice. This worksheet will help you build your business by focusing your sales activities. Trouble viewing this document? Click here to view online or download.Embedded Document



Annual Review – Quick Guide to Personal Uses of Life Insurance

This client-approved marketing piece covers nearly every possible personal use of life insurance. Use it to assist with new client planning meetings and drive additional sales! Trouble viewing this document? Click here to view online or download.Embedded Document



Drive New Sales with Living Benefits

  September marks the 11th anniversary of Life Insurance Awareness Month, providing the perfect opportunity to grow your business through leveraging the consumer-awareness activities that Transamerica and other carriers have been participating in throughout the month. With over 95 million Americans having no life insurance protection whatsoever1 , now is a great time to talk to clients […]



Are Your Clients Prepared for Health-Related Expenses?

  Today clients want more assurance from uncertainties. They need protection during their career years for income replacement and expenses due to health-related risks. During Life Insurance Awareness Month, discuss with your clients the importance of planning for health-related expenses. Life insurance with accelerated benefits riders can provide flexibility for enhanced protection in the event of […]



Annual Business Review – Quick Guide to Business Uses of Life Insurance

This client-approved marketing piece covers nearly every possible business use of life insurance. Use it to assist with new client planning meetings and drive additional sales! Trouble viewing this document? Click here to view online or download.Embedded Document



Prudential – BenefitAccess Rider Consumer Workshop Kit

This kit provides the materials you’ll need to host your own BenefitAccess consumer workshop. Build your business by talking to clients about the need to plan for chronic illnesses, and use these ready-to-go materials. Trouble viewing this document? Click here to view online or download.Embedded Document Trouble viewing this document? Click here to view online […]



Prudential – Gear up for Fourth Quarter with Term Conversions

Fourth Quarter is fast approaching and now is a good time for you to revisit the Term Conversion process for both Prudential and Hartford Term products. Review these highlighters prior to submitting paperwork to help ensure a smooth conversion process. Trouble viewing this document? Click here to view online or download.Embedded Document Trouble viewing this […]



Lincoln Leader – Life Version – September 15, 2014

September 15, 2014 KEY HEADLINES Volume 12, Issue 14 Updated and new Supplemental Retirement Planning advisor training videos Policy Rate of Return added to VUL Annual Statements Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended throughMarch 2015! Hooper Holmes No Longer Offering Medical Requirement Services Lincoln and ExamOne Announce New […]



Top 2 Client Concerns When Purchasing Life Insurance

    Making the right assessment to determine your clients’ life insurance needs According to LIMRA1, the two most important questions clients want answered when purchasing life insurance are: How much do I need? How much will it cost? For your clients and prospects who may have been price-sensitive in the past, we are happy to offer […]



New Retirement Insurance Concept Training Materials

  ‘Retirement Insurance’ with unparalleled financial security and flexibility Help your clients protect their retirement plan with one permanent life insurance policy that can cover them in three situations: an untimely death, a chronic illness or simply outliving retirement funds. AG Asset ProtectorSM is unique to the marketplace! Learn more in our new market opportunity […]



Advisor’s Guide to High Net Worth Foreign Nationals Marketing – Part 3

Focuses on producer eligibility and solicitation guidelines



Advisor’s Guide to High Net Worth Foreign Nationals Marketing – Part 2

Outlines the importance of this market with focus on underwriting guidelines, jurisdiction classification and more



Lincoln Leader – Life Version – June 30, 2014

Inside this issue of the Lincoln Leader: Coming Soon: Changes to the Life Competitive Intelligence Website Lincoln MoneyGuard® II now available in Connecticut Lincoln Premium Financing Guidelines & Best Practices for all ages and face amounts E-strategy for Lincoln Life Business – Full steam ahead! (Reprint) Trouble viewing this document? Click here to view online or download.Embedded Document



Premium Deposit Accounts and Advance Premiums

Design Whole Life Single Pays that Make Sense A premium deposit or “advance premiums” account is an efficient way to fund a life insurance policy via a single payment. This kind of account offers considerable flexibility for the client, including allowing them to withdraw a substantial amount of the advance deposit with minimal penalties. A […]