June 2022 Sales Kit: Business Planning

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Our June 2022 sales kit is all about helping your clients protect their businesses.

Most of your business-owning clients probably have no idea how many ways life insurance can play a role in executive bonuses, succession planning, employee retention, and more. This month's kit will help you start that conversation so they understand what steps they can take now to protect that business's financial future.

What’s in the Kit

June 2022 Sales Kit: Business Planning

Our FREE 81-page kit includes:

  • 6-page interview guide for marketing to business owners
  • 3 pages of ideal client profiles
  • 2 pages of conversation starters
  • 4-page business fact finder
  • 4-page producer guide to a buy-sell business review
  • 4-page buy-sell client guide
  • 21-page buy-sell review proposal sample
  • 4-page key employee producer guide
  • 8-page key employee client guide
  • 2-page key employee client flyer
  • 8-page key employee review proposal sample
  • 8-page client guide to protecting their business
  • 5-page client guide to business planning
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How to Use This Month’s Sales Kit

This month's kit includes everything you need to get the conversation started. In the beginning of the kit, you'll find an interview guide with specific prompts for your opening and follow-up questions. There's also a fact finder to use to guide that initial conversation. You can also use the conversation starters as thought-provoking questions to post on social media.

The middle of the kit contains buy-sell and key employee materials for you and your client, along with a review proposal sample for each. The samples are provided so you can get a feel for what that review might entail. You don't have to perform that review - but it's a good idea to be able to explain what a carrier's analysts are going to look for.

The last two pieces in the kit are client guides with general information you can share about business protection and life insurance. There are lots of good definitions, explanations, and sales ideas you can pull out of these two to share on social media or in an email.

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Insureio Subscribers: Use Our June Email Marketing Campaign

Are you an Insureio subscriber? If so, you have access to a pre-written marketing campaign for June. It includes five emails for your clients and prospects, pre-scheduled for delivery throughout the month. These five emails focus on general subtopics within business planning, including insuring key employees, using buy-sell agreements, and insuring the life of the business owner.

June 2021 Sales Kit: Business Planning

To preview the campaign:

  • From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
  • Scroll down and click June Newsletter Series: Business Continuation Planning (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 June 2022 Sales Kit Now!

June 2022 Sales Kit: Business Planning

Get the Kit

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