We’re Here to Support Your Marketing Efforts!
We are here to run illustrations and help you find the best fit for your client. Have a substandard case? No problem, it is our specialty.
Not comfortable explaining a particular product? Contact us! We’ll not only pull together marketing materials to make your job easier, but assist you with your presentation, if needed – bring in your client for a meeting or schedule a conference call or webinar.
Professional Development: The more you know, the better you can serve your clients and the more you’ll sell. On a regular basis, we offer a variety of CE courses, often free-of-charge, and product/carrier programs. We will notify you by email of these programs as well as post them on the home page of our website. Additionally, we will send you periodic updates on industry and carrier news.
Promotion & Communications
Social Media Posts
Life Happens (a nonprofit formally known as LIFE Foundation) was formed in 1994 by several leading insurance producer organizations.
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SALES IDEA TO GET STARTED
Send a client or prospect an email with a link to one of the Life Happens’ Real Life Stories videos, along with a short note that asks them to watch and saying you’ll follow up with a call. You can choose a video that fits your specific client: new parents, single mom, pre-retirees, business owner, and more. Then, be sure to follow up with a phone call to set up an appointment! You’ll be amazed to see what happens. Great resource: https://lifehappens.org/
Life Insurance 101 (purpose of life insurance and product overview)
Do You Have Enough Coverage? marketing piece (customizable)
Life Stats marketing piece (customizable)
What You Need to Know About:
- Cover Letter Sample
- Cover Letters for Foreign Nationals
- Field Underwriting
- Field Underwriting (heart disease)
- Financial Underwriting (business)
- Financial Underwriting (insurable interest)
- Foreign Nationals
- Inspection Reports
- Life Insurance Underwriting
- Medical Information Bureau
- Paramed Tips
- Rx Checks
- Senior Supplement Exam (preparing clients)
- Travel Risk, Foreign Nationals, and Foreign Residents