Welcome! We have plenty of free resources for life insurance agents that can help you grow your business.

From sales kits to downloadable templates for customer profiles and more, we've got you covered. If you need help implementing any of the strategies you see here, ask us! We're happy to help. Click here to contact us, or call us at 1-800-823-4852 and ask to speak to a brokerage manager.

Pinney Insurance resources

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Agency Kits
Sales Kits
Templates
eBooks


Agency Kits

Pinney Insurance Media Kit

Agency Kit: Meet Pinney

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Meet the Pinney team and learn about all the services we offer our partners, from education and support to premier service.

Pinney Insurance Direct Marketing Solutions

Direct Marketing Solutions

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Looking for direct-to-consumer sales & marketing solutions? Find out how our tools, tech and team make us the ideal choice.

Sales Kits

January 2023 Sales Kit: Life Insurance as an Asset Class

Asset Class

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This 51-page kit includes:

  • 4 pages of social media post text and images, ready to download and use
  • 4-page article on how to handle client meetings during a bear market
  • 7-page white paper on financial planning in a politicized climate
  • 6-page producer guide to client conversations + 3 client profiles
  • 2-page sales idea on life insurance as an asset to stabilize wealth transfer
  • 1-page sales idea: index loans
  • 8-page guide on financial planning in a volatile market
  • 2-page consumer flyer on financial planning when inflation is high
  • 2-page client flyer: financing retirement with life insurance for baby boomers
  • 3-page client brochure: tax advantages of life insurance
  • 2-page client brochure: using multiple life insurance policies to meet different financial needs
  • 8-page client guide: life insurance as an asset
February 2022 Sales Kit: Give More Than Love

Give More Than Love

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This 41-page kit includes:

  • 8 pages of pre-made social media posts & images
  • 10 pages of sales ideas & client meeting tips
  • 4-page planning guide for clients
  • 1-page infographic with sharable facts about life insurance
  • 2-page sales idea for blended families
  • 12-page consumer guide to term life insurance
  • 2-page consumer guide to underwriting
March 2022 Sales Kit: Retirement Planning

Retirement Planning

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This 86-page kit includes:

  • 2-page producer flyer: estate planning after the SECURE Act
  • 4-page producer sales idea: preparing a tax-efficient future
  • 6-page producer guide: comparing types of retirement plans alternatives for business owners
  • 7-page sales idea: survivor supplemental retirement income funded by life insurance
  • 18-page client profiler
  • 4 pages of consumer brochures on retirement planning with life insurance
  • 4-page client guide to a tax-efficient retirement
  • 5-page client guide to sources of retirement income
  • 4-page client guide to the tax implications of living benefits
  • 3-page client conversation guide on inheriting an IRA
  • 4-page client retirement income worksheet
  • 8-page client guide to using annuities in irrevocable trusts
  • 7-page client guide to legacy planning
  • 8-page client guide to creating a will
April 2022 Sales Kit: Tax Strategies

Tax Strategies

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This 45-page kit includes:

  • 4-page producer guide to using a client's tax returns to grow your business
  • 4-page producer guide to identifying opportunities using taxes
  • 2-page detailed 1040 overlay
  • 12-page client guide to understanding taxes
  • 2-page guide to COLA adjustments for 2022
  • 6-page 2022 tax facts guide
  • 13-page guide to income taxation of life insurance
May 2022 Sales Kit: Disability Insurance

Disability Insurance

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This 173-page kit includes:

  • 1-page quote request form
  • 23-page producer guide
  • 7-page sales ideas guide
  • 3-page article on DI riders
  • 3-page article on DI for the self-employed
  • 2 pages of conversation starters
  • 20-page consumer guide to DI
  • 4-page article: is DI a luxury good in America?
  • 2-page article on disability and women
  • 106-page DI workbook
June 2022 Sales Kit: Business Planning

Business Planning

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This 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
July 2022 Sales Kit: Financial Independence

Financial Independence

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This 75-page kit includes:

  • 3 pages of social media images & pre-written post text
  • 2-page guide: having the market volatility conversation with a client
  • 1-page consumer flyer: annuities explained
  • 14-page article: Annuities 101 by Sheryl J. Moore via Wink.com, one of the best sites for information about annuities
  • 4-page best practices guide for talking to clients about protected lifetime income
  • 16-page SPIA case study guide
  • 1-page consumer chart: how an annuity enhances your retirement portfolio
  • 15-page consumer glossary of annuity terms
  • 6-page consumer buying guide to IUL (via Guardian)
  • 4-page summary on the pandemic's impact on workers' finances
  • 2-page consumer flyer: women and life insurance
  • 1 page infographic on women, wealth, and life insurance
  • 4-page paper on women's retirement outlook
August 2022 Sales Kit: Back to School

Back to School

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This 90-page kit includes:

  • 3 pages of social media posts & images
  • 27-page article with comprehensive state-by-state data on the average cost of college in 2022
  • 24-page consumer guide on paying for college
  • 8-page producer guide to college funding with permanent life insurance
  • 2-page case study on college funding with permanent life insurance
  • 1-page client profile worksheet
  • 4-page client brochure on using life insurance to help pay for college
  • 2-page consumer-facing article on using whole life to supplement college savings
  • 3-page article from Parents.com on using life insurance to pay for college
  • 14-page big-picture guide to education funding
Sales Kit: Tax-Free Income

Tax-Free Income

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This 40-page kit includes:

  • 8 pages of shareable social media images and post text, sized for Facebook, Twitter, Instagram, and LinkedIn - including rectangular, square, and vertical images
  • 3-page discussion guide with conversation starters - updated for 2022
  • 1 page of resources for more info, facts, and stats - updated for 2022
  • 2 sample client emails
  • 4-page sales strategy: The 0% Tax Bracket - updated for 2022
  • 18-page 2-part client guide to wealth strategies used by the top 25%
Sales Kit: Vision, Dental, Medicare Supplement

Vision/Dental/MedSupp

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This 20-page kit includes:

  • 1 page with individual download links for each kit
  • 5-page consumer guide to dental insurance
  • fillable quote request form for dental insurance
  • 3-page consumer guide to vision insurance
  • fillable quote request form for vision insurance
  • 6-page consumer guide to Medicare supplement insurance
  • fillable quote request form for Medicare supplement insurance
November 2022 Sales Kit: Long-Term Care

Long-Term Care

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This 110-page kit includes:

  • 3 pages of images & pre-written post text
  • 8-page article from LTCNews on states considering implementing long-term care tax
  • 13-page cost of care summary
  • 7-page cost of care state data tables
  • 9-page median cost of care data tables
  • 36-page analysis of the impact of caregiving
  • 4 pages of sales idea/case studies: LTC riders
  • 12-page white paper: using life insurance riders to pay for LTC
  • 6-page brief: addressing the "use it or lose it" concern with LTCi
  • 2-page article: LTC vs. chronic illness riders
  • 2-page consumer flyer on LTC riders
  • 3-page article: consumer conversation starters/checklist
  • 7-page article: how families can start the LTC conversation
December 2020 Sales Kit: Policy Review

Policy Review

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This 61-page kit includes:

  • 20 pages in two producer guides with tips and strategies for conducting a policy review
  • 1-page sales idea/case study
  • 1-page client profile
  • 16-page policy review workbook
  • 2-page prospect checklist
  • 8 pages of articles on constructing & performing annual reviews
  • 2-page client flyer asking if it's time for a review
  • 1-page sample email: convert term to perm
  • 4 pages on spousal lifetime access trusts
  • 2 pages on special needs trusts
  • 2 pages on family bank trusts
December 2022 Sales Kit: Asset Maximization and Charitable Giving

Asset Max & Charitable Giving

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This 74-page kit includes:

  • 3 pages of sharable social media images in multiple sizes with pre-written post text
  • 4-page article from Ed Slott: Year-End 2022: 5-Point Retirement Account Action Plan
  • 9-page client guide to year-end tax conversations that could save them money
  • 2-page sales idea: charitable gifting to help maximize your client's tax deduction
  • 8-page consumer guide to annual gifting exclusions for life insurance
  • 12-page consumer guide to asset repositioning to enhance their legacy
  • 3-page producer case study & sales idea: annuity maximization
  • 16-page producer guide to Social Security maximization
  • 4-page consumer guide to IRA maximization
  • 11-page consumer article on IRA maximization
October 2022 Sales Kit: Critical Illness Insurance

Critical Illness

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This 53-page kit includes:

  • 3 pages of sharable images & post text
  • 16 pages of video transcripts: sales tips, a sales presentation, a carrier presentation
  • 3-page article on how to grow CI sales
  • 16-page agent guide to selling CI
  • 2 pages of sales ideas
  • 1-page with 5 reasons to sell CI
  • 4-page consumer brochure
  • 2-page client flyer: CI eases financial worries
  • 1-page client flyer: mortgage protection
  • 1-page needs estimation worksheet
  • 2-page client flyer: CI and women
Sales Kit: Life Insurance Basics

Life Insurance Basics

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This 39-page kit includes:

  • 7 pages of shareable social media images & posts - we made them just for you!
  • 2-page 15-day social media calendar with more images & posts
  • 3-page consumer case study: how life insurance helped a widow get through a difficult time
  • 2-page client profiling worksheet
  • 10-page personal planner for your clients & prospects
  • 2-page consumer flyer on the difference between individual and employer-sponsored life insurance
  • 1-page infographic on life's unexpected expenses
  • 4-page consumer guide to life stages & insurance needs
  • 6-page consumer intro/guide to life insurance

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Templates

Final Expense Planning Chart

Final Expense Planning Chart

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This fillable PDF planner gives you an easy way to start and shape the conversation around final expense planning.

Customer Journey Map Template

Customer Journey Map

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This map helps you understand your prospects’ needs and target your marketing efforts. It can also help pinpoint areas where your conversions may be falling short.

Focus Topic Calendar Template

Focus Topic Calendar

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Find out how a focus topic calendar can simplify marketing by removing guesswork, helping you cross-sell and up-sell, identifying partnerships, and more - plus download our free template.

2022 Social Media Calendar

Social Media Calendar

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If you want to do more on social media in 2022 but aren’t sure what to post, we’ve got you covered. Here's a 2022 social media calendar with hashtags, holidays, and more, all done for you.

Brand Guidelines

Brand Guidelines

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Streamline your marketing efforts with brand guidelines - approved wording, brand colors, logo sizing, and more. Complete this document and share it with partner agents, freelancers, or office staff.

Buyer Persona

Buyer Persona

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It's easier to talk to one person than to hundreds or even thousands. Use this buyer persona template to profile your ideal client - then speak directly to them in your marketing.

Email Mini-Course Planner

Email Mini-Course Planner

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Combat your prospects' email fatigue by repackaging your automated email sequence into a mini-course, with a much higher perceived value. You've got the content - now repackage it to add more value (and flair).

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eBooks

Insurance 2.0: Insurance Sales in the 21st Century

Insurance 2.0: Insurance Sales in the 21st Century

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To be a successful agent today, you need to understand how customers shop...and why pricing, underwriting, products, and service don't matter...at least not in the traditional sense.

The 60-Day Plan for Social Media Success

The 60-Day Plan for Social Media Success

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Want to build your social media presence from the ground up? You can do it in 60 days with the tips in this book. Build your presence on Facebook, Twitter, YouTube, and more so prospects and clients see you as an online authority.

The Innovator's Edge: Sales 2.0

The Innovator's Edge: Sales 2.0

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To be a successful practitioner of Sales 2.0, you need to understand Customer 2.0. In this book, we'll explain what they want vs. what they need, and how you can add value to their experience to become their trusted advisor.

Gather Your Book of Business

Gather Your Book of Business

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To use a CRM, you need a consolidated and complete list of clients, contacts, and policy data to upload into the system. This guide will show you how to export data from Outlook, Gmail, Facebook, LinkedIn, carriers, and BGAs.

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