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 Kit
Sales Kits
Templates
eBooks


Agency Kit

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.

Sales Kits

January 2022 Sales Kit: Life Insurance as an Asset Class

Asset Class

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This 53-page kit includes:

  • 2-page sales idea: life insurance as an asset
  • 3-page sales idea: life insurance as a diversification strategy
  • 6-page sales idea with client profiles: 4 things life insurance offers
  • 2-page sales idea: accumulation & protection
  • 8-page client guide: life insurance as an asset
  • 2-page client guide: avoiding life insurance mistakes
  • 5-page client brochure: life insurance options
  • 4-page client brochure: the value of permanent life insurance
  • 2-page client flyer: identifying gaps in planning
  • 3-page client flyer: tax advantages of life insurance
  • 2-page client flyer: life insurance in retirement planning
  • 12-page discussion guide on financial objectives
February 2021 Sales Kit: Give More Than Love

Give More Than Love

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This 54-page kit includes:

  • 5 pages of shareable social media posts (images + text)
  • 2 consumer infographics
  • 12-page consumer guide to term life insurance
  • 2-page consumer guide on life insurance as part of a complete financial plan
  • 2-page producer guide with case study
  • 2-page guide to life insurance for blended families
  • 3-page sales idea on basic protection needs
  • 2-page consumer guide on life insurance for blended families
  • 3-page sales idea for blended families
  • 3-page sales idea on estate equalization
  • 16-page consumer guide on wealth transfer to leave a legacy
March 2021 Sales Kit: Retirement Planning

Retirement Planning

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This 59-page kit includes:

  • 8-page producer guide to indexed IUL
  • 4-page producer guide to estate planning with life insurance
  • 7-page sales idea on survivor supplemental retirement income
  • 7-page financial worksheet for legacy planning
  • 2-page consumer flyer on life insurance in retirement planning
  • 8-page consumer guide to managing healthcare costs in retirement
  • ...and lots more!
April 2021 Sales Kit: Tax Strategies

Tax Strategies

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This 58-page kit includes:

  • 4-page producer guide to identifying opportunities using a client's 1040
  • 5-page producer article on using a 1040 review to introduce deferred annuities
  • 12-page tax table guide for 2020 and 2021
  • 6-page easy reference tax guide 2021
  • 4-page sales idea: state and inheritance taxes
  • 2-page sales idea: international marriage and estate tax
  • 3-page sales idea: living benefits & tax implications
  • 4 pages of sample client outreach letters for CPAs, recommending you to their clients - inspiration to strike up a partnership!
  • 2-page client flyer on using Form 1040 to identify opportunities
  • 2-page client worksheet to calculate tax diversification among assets
  • 12-page client guide with answers to 7 commonly asked tax questions
May 2021 Sales Kit: Disability Insurance

Disability Insurance

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This 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
June 2021 Sales Kit: Business Continuation

Business Planning

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This 67-page kit includes:

  • 2-page conversation starter: approaching small business owners
  • 1-page business owner prospecting letter
  • 6-page business fact finder
  • 6-page interview guide for marketing to business owners
  • 1-page portal to an interactive white paper on planning strategies for business owners
  • 2-page sales idea: cross-purchase endorsement split dollar life insurance arrangement
  • 2-page sales idea: key person coverage
  • 2-page sales idea: offer benefits for employers and employees
  • 4-page sales idea: executive bonus strategies
  • 4-page producer summary: business succession planning
  • 12-page producer guide: business succession planning
  • 2-page consumer flyer on deferred compensation benefits
  • 4-page consumer flyer on buy-sell agreements funded with life insurance
  • 4-page consumer flyer on key person insurance
  • 5-page consumer guide: guide for small biz owners
  • 8-page consumer guide: business life insurance solutions
July 2021 Sales Kit: Financial Independence

Financial Independence

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This 67-page kit includes:

  • 14-page article, "Annuities 101," by Sheryl J. Moore - you can also find that article here, on WinkIntel.com
  • 2-page consumer brochure on using cash value life insurance in retirement planning
  • 4-page guide to talking to your clients about protected lifetime income
  • 16-page guide (with case studies) to SPIA
  • 6-page producer marketing guide to longevity planning
  • 1-page advisor prospecting worksheet for longevity planning
  • 4-page client brochure on longevity planning
  • 4-page risk profile questionnaire to use during a client meeting
  • 2-page article for advisors on discussing market volatility with clients
  • 4-page sales idea: the costs that come with waiting to buy IUL
  • 1-page sales idea: when clients need more coverage than final expense allows
  • 2-page sales idea: IUL vs. guaranteed UL
  • 2-page consumer brochure on uncovering gaps in a retirement plan
  • 3-page consumer brochure on the tax advantages of life insurance
August 2021 Sales Kit: Back to School

Back to School

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This 54-page kit includes:

  • 17-page report on the cost of college in 2021, with averages and estimates for all 50 states
  • 2-page article for producers on using cash value for college funding
  • 8-page producer guide on using permanent life insurance as a college funding source
  • 2-page case study
  • 1-page client profile
  • 4-page client guide to using life insurance as a college funding source
  • 12-page discussion guide
  • 2-page consumer article on using a permanent policy to help pay for college
  • 2-page consumer article on different financial vehicles that can help save and pay for college
  • 2-page consumer article on how to start preparing for a child's college expenses now
Sales Kit: Tax-Free Income

Tax-Free Income

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This 34-page kit includes:

  • 4 pages of shareable social media images & posts - updated for 2021
  • 3-page discussion guide - updated for 2021
  • 1 page of resources for more info, facts, and stats - updated for 2021
  • 2 sample client emails
  • 4-page sales strategy: The 0% Tax Bracket - updated for 2021
  • 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 2021 Sales Kit: Long-Term Care

Long-Term Care

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This 71-page kit includes:

  • 28 pages of data from Genworth's Cost of Care Survey (December 2020 edition)
  • 3-page article on Americans' lack of readiness for extended care
  • 2-page case study on an LTC rider
  • 2-page flyer on indemnity vs. reimbursement
  • 2-page sales idea: chronic illness rider
  • 2-page flyer on LTC rider vs. chronic illness rider
  • 2-page flyer on women's LTC needs
  • 2-page fact sheet on women's LTC needs
  • 4-page conversation starter for women and LTC
  • 2-page sales idea: The SECURE Act
  • 2-page sales idea: use income instead of assets to pay for LTC
  • 2-page sales idea: use qualified funds to pay for LTC
  • 2-page sales idea: annuity-based LTC solutions
  • 2-page sales idea: use IRA to pay for LTC
  • 12-page guide to asset-based LTC benefits
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 2021 Sales Kit: Asset Maximization and Charitable Giving

Asset Max & Charitable Giving

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This 69-page kit includes:

  • 4-page article from Ed Slott: Year-End 2021: 5-Point Retirement Account Action Plan
  • 2-page article on proposed changes to the estate and gift tax provisions
  • 3-page article on further proposed tax changes
  • 6-page tax guide with 2021 contribution limits, as a refresher for year-end strategies
  • 8-page client guide to annual gifting exclusions for life insurance
  • 4-page client guide to charitable legacies
  • 7-page producer guide to charitable legacies
  • 7-page client flyer on charitable giving with life insurance
  • 7-page client flyer on charitable giving and tax strategies
  • 15 pages of sales ideas on asset maximization (life insurance, IRA, qualified plan, muni bond, annuities and Social Security)
  • 4-page client guide to lifetime giving
October 2020 Sales Kit: Critical Illness Insurance

Critical Illness

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This 49-page kit includes:

  • 16-page seller's guide
  • 1-page client profile
  • 12-page social media kit
  • 6 pages of sales ideas, from high-deductible health insurance to MedSupp clients to stay-at-home parents
  • 2-page client flyer
  • 1-page client worksheet
  • 9 pages of client brochures, addressing different needs: men, women, mortgage protection, etc.
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

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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