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.
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Agency Kits
Sales Kits
Templates
eBooks
Agency Kits
Agency Kit: Meet Pinney
Meet the Pinney team and learn about all the services we offer our partners, from education and support to premier service.
Direct Marketing Solutions
Looking for direct-to-consumer sales & marketing solutions? Find out how our tools, tech and team make us the ideal choice.
Sales Kits
Asset Class
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
Give More Than Love
This 50-page kit includes:
- 5 pages of social media images & text
- 2-page guide on effective client communication
- 2-page guide on getting maximum engagement in client meetings
- 2-page guide to proactive client communication
- 2-page guide to asking good questions
- 2-page guide to personalizing client interactions
- 2-page client guide to avoiding common life insurance mistakes
- 4-page client guide to figuring out how much life insurance they need
- 2-page client flyer: life insurance and Generation X
- 2-page client flyer: life insurance and Millennials
- 1-page client flyer: laddering term life
- 8-page client guide to benefits of life insurance
- 2-page client flyer on different ways people use life insurance
- 12-page consumer guide to term life insurance
Retirement Planning
This 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
Income Tax Planning
This 54-page kit includes:
- 4 pages of images & post text for social media
- 4-page guide to using your clients' tax returns to grow your business
- 4-page conversation guide on the tax benefits of annuities
- 2-page quick tax reference
- 12-page 2022 and 2023 tax guide
- 1-page list of 2023 retirement plan contribution limits
- 4-page article on growing your business by working with CPAs
- 12-page consumer guide on key tax-planning strategies
- 6-page consumer article on tax changes in 2023
- 3-page consumer guide on the tax advantages of life insurance
Disability Insurance
This 153-page kit includes:
- 5 pages of pre-written social media posts & sharable images
- 1-page fillable DI quote request form
- 3-page producer article on selling DI to clients
- 3-page producer article on opportunities to sell DI
- 3-page article on whether DI is worth it
- 3-page article on short term vs. long term disability
- 8-page consumer brochure on the odds of experiencing a disability & evaluating DI needs
- 8-page consumer guide introducing DI
- 8-page consumer guide to DI including an explanation of riders and their benefits
- 106-page DI workbook
Business Planning
This 95-page kit includes:
- 4 pages of pre-written social media posts & sharable images
- 41-page client guide to business planning concepts & products
- 8-page fact finder
- 2-page guide to types of business entities
- 2-page guide to business opportunities
- 8-page client guide/insights on business planning using insurance
- 12-page client guide to key employee retention
- 2-page client flyer on key employee benefits
- 2-page client guide to bridging your key employees' retirement gap
- 4-page client guide to taxation of owner-employed insurance
- 4-page client guide to living benefit buy-sell coverage
- 2-page client guide on cash value surrender strategies
- 2-page client guide on business succession planning
Financial Independence
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
Back to School
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
Tax-Free Income
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%
Vision/Dental/MedSupp
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
Long-Term Care
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
Policy Review
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
Asset Max & Charitable Giving
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
Critical Illness
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
Life Insurance Basics
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
Templates
Final Expense Planning Chart
This fillable PDF planner gives you an easy way to start and shape the conversation around final expense planning.
Customer Journey Map
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
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.
Social Media Calendar
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
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
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
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).
eBooks
Insurance 2.0: Insurance Sales in the 21st Century
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
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
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
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.
