Campaign in a box

Posted by admin on Thursday, September 21st, 2017 in Uncategorized
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Retire Stronger – Campaign in a Box

–campaign in a box–

grab-and-go promotions, prospecting tools & training

Promotions/
Prospecting

Promotions/Prospecting

  • • Emails
  • • Social media outreach
  • • eNewsletter stories

Training

Training

  • • Scripted presentations
  • • On demand training & videos
  • • Brochures/Flyers

Selling
Strategies

Selling Strategies

  • • Innovative sales approach
  • • Easy to use sales tools
  • • Helpful videos

Choose a topic below

Supplement Retirement Income

Tax diversification is crucial to optimizing retirement strategies due to uncertain
income taxes & economic downturns.

 Use grab and go promotions 

Promotions for Financial Professionals
eNewsletter stories »
Blog: Leverage IUL Insurance for Retirement »

Prospecting to Consumers
Social Media (Texts, Tweets, Posts, Thumbnails) »
Blog: Leverage IUL Insurance for Retirement »

 Set up turn-key agent training 
Reference Materials
Brochure: Life insurance strategy »
Infographic: Will you have enough
money for retirement? »

 Use compelling resources to help clients during the sale 
Share sales scenarios with clients
Video: Tax Diversification of Retirement Assets »
Customizable PDF »

Simplify IUL sales with charts, scenarios & videos
Life To The Max sales tool »
Road to Retirement video »
Two IULs to choose from
Cash Value Accumulation IUL (Max Accumulator+) »
Death Protection IUL (Value+ Protector) »

LTC or Chronic Illness – Which One is Right for Your Client?

Minimize unexpected financial strain due to a chronic illness by providing access to
funds while living.

 Use grab and go promotions 

Promotions for Financial Professionals
eNewsletter stories »
Emails to financial professionals »
Blog content »

Prospecting to Consumers
Social media (texts, tweets, posts, thumbnails) »
Email to consumers »
Blog content »

 Set up turn-key agent training 
Reference Materials
LTC vs CI white paper »
Infographic: Long Term Care
Illness Expenses »
Infographic: Eye Opening
Health Statistics »

20-minute Training Package
Key talking points »
Customizable webinar / meeting invite »
Scripted training presentation »
Follow up actions (BGA and producer) »

 Use compelling resources to help clients during the sale 
Share customizable sales scenarios with clients
Going on and off claim »
Chronic illness hits close to home »
Protection of family assets »
Share customizable infographics with clients
Long Term Care Illness Expenses »
Eye Opening Health Statistics »

Three products that offer a chronic illness rider
Guaranteed Universal Life
(Secure Lifetime GUL 3) »
Cash Value Accumulation IUL
(Max Accumulator+) »
Death Benefit Protection IUL
(Value+ Protector) »

Retirement Protection

People don’t lay awake at night and worry about life insurance, they worry about
retirement. Wouldn’t it be great to offer retirement protection?

 Use compelling resources to help clients during the sale 
Engage clients with a simple “napkin” approach
Video: Whiteboard training »
Cheat sheet »
Present concept to clients
Scripted PPT: Consumer presentation »
Share customizable infographics with clients
Will you have enough money for retirement? »
Long Term Care Illness Expenses »
Eye Opening Health Statistics »
View informative videos with your clients
Road to retirement »
Become the beneficiary of your own life insurance policy »
New generation of life insurance »

Three products that offer retirement protection features
Guaranteed Universal Life
(Secure Lifetime GUL 3) »
Cash Value Accumulation IUL
(Max Accumulator+) »
Death Benefit Protection IUL
(Value+ Protector) »

IUL Basics

Eliminate confusion and uncover the power that Index Universal Life (IUL) products can provide in a portfolio.

 

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