June 2024 Sales Kit: Business Planning

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Our June 2024 sales kit will help you find more opportunities to help your business-owning clients protect what they've worked so hard to build.

Business owners have needs that go beyond a single life insurance policy. Are you doing everything you can to educate them about these needs and how you can help? From key person coverage to business succession, buy-sell agreements, valuation and executive compensation, life insurance can address these needs and more. If you already have clients who own businesses, focus on getting to know them better so you can serve them better with more planning strategies and opportunities.

What’s in the Kit

June 2024 Sales Kit: Business Planning

Our free 106-page kit includes:

  • 4 pages of pre-written social media posts & downloadable images
  • 2-page customer opportunity profile
  • 2-page sales idea: split dollar life insurance for executives
  • 4-page sales idea: cash value key person life insurance
  • 2-page key employee case study
  • 2-page sales idea: funding executive bonus w/life insurance
  • 2-page sales idea: multi-life key employee executive bonus using IUL
  • 28-page producer guide to planning with & for your business clients
  • 14-page guide to small business opportunities by company stage
  • 4-page business & life insurance needs analysis questionnaire
  • 8-page business owner priority survey results
  • 12 page client guide to business risk management
  • 4-page client guide on living benefit buy-sell agreement
  • 8-page guide to buy-sell best practices
  • 8-page guide to key employee retention & retirement
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How to Use This Month’s Sales Kit

Use this kit to create a list of questions you can ask your business-owning clients during your next call or meeting. You can start with the preliminary list on page 22, as well as the conversation starters on page 23. Or flip to the pre-written questionnaire on page 62 for a more in-depth approach. Once you know what they know - and what they don't - you can ask them about business succession, their key employees, retirement planning, estate planning, and more.

Here are just a few stats in the kit that caught our eye:

  • 5.4 million new business applications were filed in 2021, breaking the record set in 2020. All those new business owners probably don't know what they should be doing to prepare for retirement, wealth transfer, and employee & executive benefits that go beyond the basics. Even if they're not ready to take action yet, you could make an impact by being the first person to bring up these topics with them.
  • Only 44% of business owners surveyed have a plan for income protection. Whether that comes from life insurance, disability insurance, or both, they need help figuring out how to safeguard the money they're making.
  • As of 2022, almost 2/3 of small business are currently profitable. That's a bright spot from a 2022 Guidant survey of small business trends, especially considering the doom and gloom new business owners often see about failure rates. That means every year, you have more potential clients to find and help as these new businesses start, succeed, and grow.
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Need help with quotes, illustrations, or selecting the right product?

Our Brokerage Managers - Dave 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 June 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 newsletter campaign viewed in the Insureio Marketing Campaigns dashboard

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 2024 Sales Kit Now!

June 2024 Sales Kit: Business Planning

Get the Kit