Our March 2023 sales kit will help you talk to clients and prospects about retiring with confidence and leaving the most they can to their loved ones.
Whether your clients have started planning for retirement or not, there are a few key issues you can help them think through: will they have enough? Have they set aside enough for healthcare costs? What if they outlive their savings? What do they want to pass down? Are they concerned with the tax burden their loved ones may inherit? Not all of those questions will apply to them, but everyone needs to think about the first three. And even if they've already done some planning, inflation is a great reason to take a second look - and you can help.
What’s in the Kit
Our free 74-page kit includes:
- 3 pages of social media images & post text
- 2 pages of retirement facts to share
- 4-page producer info on selling life insurance in inflationary times
- 4-page producer info on the role of whole life insurance in estate planning + case study
- 3-page producer guide on using life insurance as a hedge against Social Security
- 2-page sales idea on private premium financing
- 2-page sales idea on survivorship standby trusts
- 2-page sales idea on grantor retained annuity trusts
- 2-page consumer flyer on future health care expenses
- 2-page consumer flyer on supplemental retirement assets via life insurance
- 2-page consumer flyer on the role of Social Security in retirement
- 5-page client guide to bypass trusts
- 3-page client flyer on tax considerations for estate planning
- 20-page client guide to life insurance and estate planning
- 16-page client planner to use for estate & retirement planning
How to Use This Month’s Sales Kit
There are tons of good sound bites in this kit you can post on social or use in a teaser email. The consumer flyers and client guides are chock-full of eye-opening stats on healthcare costs, Social Security facts, and more. Use those to get your client or prospect's attention. When they comment on a social media post or reply to your email, you can go into more depth about how permanent life insurance and cash value can diversify and stabilize their retirement portfolio.
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 March Marketing Campaign
Are you an Insureio subscriber? If so, you have access to our pre-written marketing campaign for March. It includes five emails for your clients and prospects, pre-scheduled for delivery throughout the month. These emails focus on general questions to ask about retirement: are you ready? What should you do now vs. what should you do later? How can life insurance help? How does permanent life insurance compare to an IRA in terms of helping with retirement income? The last email in the sequence introduces IUL as a concept. 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.
To preview the campaign:
- From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
- Scroll down and click March Newsletter Series: Retirement 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 March 2023 Sales Kit Now!
