Prospecting Resources
Marketing Made Easy
Explore sales strategies, download prospecting letters, access direct mail templates, and target prospects online with our pre-built social media campaign.
Sales Strategies
Term & Perm
Many clients may benefit from layered protection using a split sale with both a term and permanent policy.
Smarter IUL
Get your clients up to speed on multipurpose life insurance and deliver an effective message with our sales tools.
Gift For Life (Juveniles)
This strategy is designed to help provide a lifetime of life insurance protection for clients' children and grandchildren.
Long-Term Confidence
Give your clients a sense of confidence by helping them understand the impacts of caregiving and planning ahead.
Direct Mail Templates
Nearly one in three consumers say they are more likely to buy life insurance due to a major life event.1 Use these customizable postcard templates to reach out to prospects at the right time and get the conversation going.
Birthday
Another year older and another year wiser. It’s the perfect time for your clients to reflect on priorities, including helping to protect loved ones.
Marriage
Planning the wedding was just the beginning — newlyweds have a lot to think about as they build their future together.
New home
Home ownership comes with many perks, but also more financial responsibilities. Make sure your clients’ life insurance is keeping up.
New baby
After mastering the art of the diaper change, new parents may want to consider how to help protect their children long term.
Prospecting Letters
Use these compliance-approved letters to kick off your prospecting campaign.
Pre-Built Social Media Campaign
Reach clients online with our free, social media toolkits. Each toolkit is its own “campaign-in-a-box,” designed to resonate with a specific type of prospect.
Agent Prospecting Social Media Posts
Final Expense Consumer Campaign
Gift For Life (Juveniles) Campaign
Individual Planning With Life Insurance Campaign
Long-Term Confidence Campaign - Simplified Chinese
Long-Term Confidence Campaign - Spanish
Need for Life Insurance Campaign
Smarter IUL Insurance Campaign
Term & Perm Insurance Campaign
If you need help getting started with promoting your business on social media, visit our free Social Media University.
Meeting Resources
Review life insurance needs and help clients correctly designate their beneficiaries.
