Our January 2023 sales kit will help you show clients how permanent life insurance functions as an asset - a solid, stable asset that helps balance their portfolio with cash value growth.
Most people think of life insurance as something transactional: they pass away, and the insurance company gives their loved ones money. They don't know that life insurance has more to offer, like living benefits and cash value accumulation. It's that accumulation that turns life insurance from a product into a portfolio asset. Our kit will help you highlight this aspect of permanent life insurance - as well as how to talk about assets and portfolios in a turbulent market.
What’s in the Kit
Our FREE 51-page kit includes:
- 4 pages of social media post text and images, ready to download and use
- 4-page article on how to handle client meetings during a bear market
- 7-page white paper on financial planning in a politicized climate
- 6-page producer guide to client conversations + 3 client profiles
- 2-page sales idea on life insurance as an asset to stabilize wealth transfer
- 1-page sales idea: index loans
- 8-page guide on financial planning in a volatile market
- 2-page consumer flyer on financial planning when inflation is high
- 2-page client flyer: financing retirement with life insurance for baby boomers
- 3-page client brochure: tax advantages of life insurance
- 2-page client brochure: using multiple life insurance policies to meet different financial needs
- 8-page client guide: life insurance as an asset
How to Use This Month’s Sales Kit
Use the four pages of social media images (and the post text provided) to start raising awareness about what life insurance can do. The images and post text hint at some of these lesser-known benefits, including tax advantages and retirement security. The rest of the materials in the kit are, as usual, full of stats and ideas you can pull out to use in emails or on calls. There are also a handful of materials specifically devoted to helping you bring up issues relative to investing and financial planning in turbulent markets. Some days, it seems like the long-predicted bear market has finally arrived. Then the market will rally for a day or two, bringing out the pundits proclaiming we're back to a bull market. The next day, those temporary gains vanish and we start the cycle all over again. It's enough to give any investor whiplash. So how do we address these concerns with clients? Let the pieces on inflation, politicization, and the bear market be your guide.
Get the KitNeed help with quotes, illustrations, or selecting the right product?
Our Brokerage Managers - Dave, Joshua, and David - can help. They have incredible depth and breadth in terms of product knowledge. Call 800-823-4852 and ask for a brokerage manager, or click the button below to email us!
Insureio Subscribers: Use Our January Marketing Campaign
Are you an Insureio subscriber? If so, you have access to our pre-written marketing campaign for January. It includes three emails for your clients and prospects, pre-scheduled for delivery throughout the month. These emails focus on general life insurance awareness, especially as it pertains to New Year's resolutions. The last two emails talk specifically about common resolutions, including becoming more financially savvy and saving more/spending less in the new year. As always, there's no discussion of a specific product. These are educational emails designed to raise awareness, not sell a particular carrier or product.
PRO TIP: Don't want to use the entire campaign? No problem. There are one-off emails about financial New Year's resolutions written for age groups by decade; select emails for clients in their 20s, 30s 40s, 50s, 60s, and 70s.
To preview the campaign:
- From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
- Scroll down and click January Newsletter Series: New Year's Resolution (Monthly Focus Topic). You'll see the list of pre-scheduled emails. To see what a template looks like, click any of the blue template title links. The template will open up in a new browser tab.
Want to learn more about Insureio marketing campaigns and how to enroll your clients and prospects? Click here to visit the tutorial in the Insureio Academy.
Download Our January 2023 Sales Kit Now!
