SALES & MARKETING TOOLS
We want to provide you with everything you need to be able to market life insurance effectively and consistently. This is why we provide you with
access to needs calculators, intelligent spreadsheets, and have even created marketing kits for common topics that generate interest in life insurance. We also provide a fee service – SalesLink – where we handle the marketing
for you.
PLANNING AND EDUCATION SUPPORT
You will find a vast library of resources to help you provide better protection plans for your clients, as well as solutions to grow your business through proven marketing resources. We also offer a service where we can do life insurance marketing for you through SalesLink.
ADVANCED MARKET
RESOURCES
When it comes to advanced planning concepts sometimes it helps to have a starting point. The Advanced Markets Resource Center is just that.
INTELLIGENT
SPREADSHEETS
You know it’s important for your client to just a product that isn’t based on price alone. These intellisheets provide insights on challenging underwriting issues.
LEARNING
CENTER
We have an educational learning center, which includes articles and videos to increase your knowledge of the industry and risk management solutions.
CASE STUDIES
From planning concepts to resources available to you through TBA, we have case studies that support the risk management strategies that are core to protecting your client’s legacy.
![Book Cover](/wp-content/uploads/Marketing-Manual-Cover.jpg")
SALESLINK
SalesLink is a proprietary service that we offer to our advisors. It allows you to embed a custom term quoter on your website, and we publish all the marketing emails and social media posts to your book of business so you’re consistently marketing the importance of life insurance without the extra work.
PRE-MADE MARKETING PACKAGES
Below are six pre-made marketing campaigns that you can use to communicate the importance of life insurance to your clients. All packages are free and offer complimentary customization. Each one contains one flyer, two marketing emails, and three social media images.
PERMANENT INSURANCE
Click below to see each piece
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TERM INSURANCE
Click below to see each piece
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RETIREMENT PLANNING
Click below to see each piece
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BUY-SELL PLANNING
Click below to see each piece
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LONG-TERM CARE
Click below to see each piece
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DISABILITY INSURANCE
Click below to see each piece
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Social Media Image #3
