May 2019 Sales Kit: Disability Income Insurance

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It's that time again - May is Disability Insurance Awareness Month! If you don't normally talk to clients about disability insurance, this is a good time to start.

Awareness months are a great time to bring up products you've never talked to clients about before. Your intro is practically done for you - all it takes is a simple text, email, or social media post that goes something like this: "Did you know May is Disability Insurance Awareness Month? If you and your family depend on every paycheck to make ends meet, or save for goals like college or retirement, let's talk about disability insurance."

What’s in the Kit

May 2019 Sales Kit: Disability Income Insurance

In this month's kit, we have 40 pages of resources to help you introduce clients to disability income insurance. These materials will take you through every part of the process, from prospecting to communicating to requesting a quote.

Our FREE 40-page kit includes:

  • 12-page producer marketing guide
  • 4 pages of pre-written social media materials
  • 2 pages of case studies
  • 2-page glossary of common disability terms
  • 4 pages of approach tips & conversation starters
  • 5 pages of sales ideas
  • 8-page consumer guide
  • 1-page fillable DI quote request form
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How to Use This Month’s Sales Kit

The first piece in the kit, a producer marketing guide, offers a good starting place to look for prospects in your book of business. Look for clients who are:

  • Are 30-55
  • Earn at least $40,000 per year
  • Work at least 20 hours per week
  • Work in occupations with little to no manual duties

Next, use the conversation starters and approach tips (pages 22-25) to reach out to those prospects you've identified as a good fit. To broadcast a wider message, use the pre-written social media materials (pages 14-17) all month on your favorite networks. When a prospect reaches out, go over the consumer guide with them (pages 31-38) so they understand (a) what disability insurance is, and (b) how it protects their financial future if they become disabled. To get them a quote, just fill in the DI quote request form with them (page 39), and email it to us (the address is on the form).

Insureio Subscribers: Use Our Disability Income Insurance Email Campaign

Are you an Insureio subscriber? If so, you can access May's pre-built email marketing campaign. It includes five emails that will be automatically delivered throughout the month. The emails introduce the concept of disability insurance and briefly explain how it helps protect your prospect's financial future. Topics include an introduction to disability insurance, long-term vs. short term disability insurance, how to compare policies, and more. Each page links to corresponding content on your Insurance Division site, so your prospect can learn more at their own pace and contact you when they're ready. No hard sell required!

May 2019 Insureio Marketing Campaign: Disability Income Insurance

To preview the campaign:

  • Click Marketing and then Marketing Campaigns from your left-hand navigation menu in Insureio.
  • Scroll down and click May Newsletter Series: Disability Awareness (Monthly Focus Topic). You'll see the list of five pre-scheduled emails. Click any title to preview the template in a new browser tab.

Want to learn more about Insureio marketing campaigns, including how to enroll your clients and prospects? Click here for a complete tutorial in the Insureio Academy.

Download Our May 2019 Sales Kit Now!

May 2019 Sales Kit: Disability Income Insurance

Get the Kit