Our July 2023 sales kit will help you talk to clients about using permanent life insurance to create a future of financial independence.
This month's kit ties into the idea of independence, just in time for the Fourth of July. America's independence is something we all celebrate - but what would it take for your clients to achieve financial independence during retirement? What financial tools can help them get there sooner? Permanent life insurance is one of the best tools we have to create death benefit protection plus supplemental retirement income plus early access to the death benefit in case of a terminal illness, chronic illness, or long-term care situation.
What’s in the Kit
Our free 55-page kit includes:
- 3 pages of social media images & post text
- 2-page producer flyer on helping clients deal with inflation
- 4-page producer guide on managing sequence of return risk in retirement
- 4-page sales idea on filling the retirement gap for high earners
- 2-page sales idea on laddering coverage
- 10-page producer article on IUL as a stabilizing option in a turbulent market
- 3-page sales idea on the retirement income potential with IUL
- 1-page sales idea on index loans
- 7-page producer guide on growing your business by focusing on women
- 2-page consumer flyer on life insurance for women
- 2-page consumer flyer on growing retirement assets
- 8-page consumer guide to whole life insurance as part of a well-rounded retirement portfolio in a bear market
- 3-page consumer flyer on cash value life insurance as a Roth IRA alternative
- 2-page client flyer on the tax triangle
How to Use This Month’s Sales Kit
As always, the social media images & text are yours to use as you see fit. The pieces in the kit also have facts & stats you can pull out to use during discussions, in emails, or in additional social media posts. Read through the sales ideas (in the first half of the kit) to see if there are any strategies you've been under-using or overlooking. Next, browse the consumer pieces in the second half of the kit. The leading questions and stats in these pieces were designed to get a client's attention, so lead with them when asking questions or starting a conversation. If you need illustrations or case design help, don't forget - we're just an email or a phone call away.
Get the KitNeed help with quotes, illustrations, or selecting the right product?
Our Brokerage Managers - Dave, Joshua, and David - can help. They have incredible depth and breadth in terms of product knowledge. Call 800-823-4852 and ask for a brokerage manager, or click the button below to email us!
Insureio Subscribers: Use Our July Marketing Campaign
Are you an Insureio subscriber? If so, you have access to a pre-written marketing campaign for July. It includes four emails for your enrollees, pre-scheduled for delivery throughout the month. These emails focus on seasonal (4th of July) and big-picture topics about financial independence. Topics include using shared dollar life insurance as an affordable way to share the cost of coverage within the family, as well as how a permanent life insurance policy creates a hedge against market volatility that can adversely affect a traditional retirement account (like a 401(k) or IRA).
To preview the campaign:
- From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
- Scroll down and click July Newsletter Series: Financial Independence (Monthly Focus Topic). You'll see the list of pre-scheduled emails. To see what a template looks like, click any of the blue template title links. The template will open up in a new browser tab.
Want to learn more about Insureio marketing campaigns and how to enroll your clients and prospects? Click here to visit the tutorial in the Insureio Academy.
Download Our July 2023 Sales Kit Now!
