Our June 2021 sales kit is all about business planning.
This month's kit will help you start a conversation with your business-owning clients about protecting that business with life insurance. Most business owners probably have no idea how many ways life insurance can play a role in executive bonuses, succession planning, employee retention, and more.
What’s in the Kit
Our FREE 67-page kit includes:
- 2-page conversation starter: approaching small business owners
- 1-page business owner prospecting letter
- 6-page business fact finder
- 6-page interview guide for marketing to business owners
- 1-page portal to an interactive white paper on planning strategies for business owners
- 2-page sales idea: cross-purchase endorsement split dollar life insurance arrangement
- 2-page sales idea: key person coverage
- 2-page sales idea: offer benefits for employers and employees
- 4-page sales idea: executive bonus strategies
- 4-page producer summary: business succession planning
- 12-page producer guide: business succession planning
- 2-page consumer flyer on deferred compensation benefits
- 4-page consumer flyer on buy-sell agreements funded with life insurance
- 4-page consumer flyer on key person insurance
- 5-page consumer guide: guide for small biz owners
- 8-page consumer guide: business life insurance solutions
How to Use This Month’s Sales Kit
This month's kit includes everything you need to get the conversation started, set up appointments, and assess a client's needs. There's a sample prospecting letter, plus producer and consumer guides with facts and stats you can pull out and post on social media. There are conversation starters, an interview guide, and a fact finder to guide that initial discussion. And once you have that information, you'll be in a better position to assess your client's needs. If you need help, you can always turn to us once you've had that initial interview. Our brokerage managers specialize in case design, and they can help point you toward the best products to meet your clients' needs.Get the Kit
Insureio Subscribers: Use Our June Email Marketing Campaign
Are you an Insureio subscriber? If so, you have access to a pre-written marketing campaign for June. It includes five emails for your clients and prospects, pre-scheduled for delivery throughout the month. These five emails focus on general subtopics within business planning, including insuring key employees, using buy-sell agreements, and insuring the life of the business owner.
To preview the campaign:
- From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
- Scroll down and click June Newsletter Series: Business Continuation Planning (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.