Our May 2021 sales kit is all about disability income insurance.
This month's kit will help you get clients and prospects thinking about how they can protect their paychecks with DI. It's chock-full of tidbits you can pull out to use in emails and on social media to get the conversation started.
What’s in the Kit
Our FREE 144-page kit includes:
- 2-page index with links to a 7-part video series on DI
- 1-page DI quote request form
- 1-page article: Lifespan vs. Healthspan
- 20-page Guardian Income Protection study
- 1-page consumer article: Understanding a DI policy amid COVID-19
- 3-page consumer article: DI riders explained
- 3-page consumer article: DI for the self-employed
- 2-page consumer article: How to use DI for financial help
- 3-page consumer article: Is DI worth it?
- BONUS: 106-page Questions and Answers Disability Insurance Workbook, courtesy of Maxwell Schmitz of Yetworth
How to Use This Month’s Sales Kit
Browse the consumer articles and the Q&A workbook to find questions, stats, and tidbits you can use to get your audience thinking. Decide where you're going to be sharing these tidbits, and what your strategy is. Are you using teasers to generate calls or emails? Are you posting a question on social, and answering it later that same day? Play around with approaches to see what generates the most interest. Use the included quote request form to gather the information we need to run your quote, and email it to us. Our brokerage sales support team will get you the quotes, illustrations, and answers you need.Get the Kit
Insureio Subscribers: Use Our May Email Marketing Campaign
Are you an Insureio subscriber? If so, you have access to a pre-written marketing campaign for May. It includes five emails for your clients and prospects, pre-scheduled for delivery throughout the month. These five emails focus on general disability income insurance planning, including what it covers, why it's better not to rely on luck, long-term vs. short-term disabilities, and how to compare DI plans.
To preview the campaign:
- From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
- Scroll down and click May Newsletter Series: Disability Income Insurance (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.