Welcome! We have plenty of free resources for life insurance agents that can help you grow your business.

From sales kits to downloadable templates for customer profiles and more, we've got you covered. If you need help implementing any of the strategies you see here, ask us! We're happy to help. Click here to contact us, or call us at 1-800-823-4852 and ask to speak to a brokerage manager.

Pinney Insurance resources

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Agency Kit
Sales Kits
Templates
eBooks


Agency Kit

Pinney Insurance Media Kit

Agency Kit: Meet Pinney

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Meet the Pinney team and learn about all the services we offer our partners, from education and support to premier service.

Sales Kits

January 2021 Sales Kit: Life Insurance as an Asset Class

Asset Class

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This 63-page kit includes:

  • 14-page producer guide to using life insurance for accumulation
  • 2-page sales idea on life insurance as an asset that stabilizes market fluctuations
  • 9 pages of sales ideas for selling life insurance as an asset
  • 12-page financial discussion guide
  • 1-page financial analysis worksheet
  • 4-page consumer guide on life insurance mistakes to avoid
  • 2-page consumer infographic on tax challenges
  • 8-page consumer guide to life insurance as an asset...and more!
February 2021 Sales Kit: Give More Than Love

Give More Than Love

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This 54-page kit includes:

  • 5 pages of shareable social media posts (images + text)
  • 2 consumer infographics
  • 12-page consumer guide to term life insurance
  • 2-page consumer guide on life insurance as part of a complete financial plan
  • 2-page producer guide with case study
  • 2-page guide to life insurance for blended families
  • 3-page sales idea on basic protection needs
  • 2-page consumer guide on life insurance for blended families
  • 3-page sales idea for blended families
  • 3-page sales idea on estate equalization
  • 16-page consumer guide on wealth transfer to leave a legacy
March 2021 Sales Kit: Retirement Planning

Retirement Planning

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This 59-page kit includes:

  • 8-page producer guide to indexed IUL
  • 4-page producer guide to estate planning with life insurance
  • 7-page sales idea on survivor supplemental retirement income
  • 7-page financial worksheet for legacy planning
  • 2-page consumer flyer on life insurance in retirement planning
  • 8-page consumer guide to managing healthcare costs in retirement
  • ...and lots more!
April 2021 Sales Kit: Tax Strategies

Tax Strategies

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This 58-page kit includes:

  • 4-page producer guide to identifying opportunities using a client's 1040
  • 5-page producer article on using a 1040 review to introduce deferred annuities
  • 12-page tax table guide for 2020 and 2021
  • 6-page easy reference tax guide 2021
  • 4-page sales idea: state and inheritance taxes
  • 2-page sales idea: international marriage and estate tax
  • 3-page sales idea: living benefits & tax implications
  • 4 pages of sample client outreach letters for CPAs, recommending you to their clients - inspiration to strike up a partnership!
  • 2-page client flyer on using Form 1040 to identify opportunities
  • 2-page client worksheet to calculate tax diversification among assets
  • 12-page client guide with answers to 7 commonly asked tax questions
May 2020 Sales Kit: Disability Insurance

Disability Insurance

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This 46-page kit includes:

  • 11 pages of sales ideas, from mortgage protection to self-employed clients
  • 6 pages of informational articles from NAHU - good background info for you, if you've never sold DI before
  • 12-page agent marketing guide
  • 4 pages of conversation starters
  • 2-page glossary of DI-related terms
  • 8-page consumer guide to DI
  • 1-page quote request form
June 2020 Sales Kit: Business Continuation

Business Continuation

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This 96-page kit includes:

  • 18 pages of producer guides to working with business owners
  • 12-page client guide to business insurance
  • 11-page producer guide to types of business insurance
  • 5-page comparison chart of types of business entities
  • 3-page business underwriting tip sheet
  • 8-page fact finder
  • 6 pages of producer guides to buy-sell arrangements
  • 3 pages of producer guides to key employee life insurance
  • 4 pages of consumer FAQs on key employee life insurance
  • 5 pages of producer & consumer materials on estate equalization for business owners
  • 7 pages of sales ideas on executive bonus arrangements
  • 12-page consumer guide to executive compensation strategies using life insurance
July 2020 Sales Kit: Financial Independence

Financial Independence

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This 50-page kit includes:

  • 2-page sales idea: cash value life insurance in retirement planning
  • 2-page case study: permanent life insurance in retirement planning
  • 4-page sales idea: IUL in retirement planning
  • 6-page producer marketing guide to longevity planning
  • 12-page financial objectives conversation starter/discussion guide
  • 2-page client flyer on managing when and how you're taxed
  • 4-page article on using a diversified portfolio to help manage volatility
  • 2-page article on the power of tax deferral
  • 6-page consumer guide to life insurance and financial planning for women
  • 4-page consumer guide to longevity planning
  • 4-page consumer guide to permanent life insurance
August 2020 Sales Kit: Back to School

Back to School

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This 55-page kit includes:

  • 8-page agent guide to using cash value life insurance for college funding
  • 1-page client profile
  • 12-page discussion guide
  • 4-page client guide to using cash value life insurance for college funding
  • 2-page case study
  • 2-page client brochure on using whole life insurance to help pay for college
  • 1-page interactive college funding calculator
  • 6 pages of reference articles for consumers on using life insurance to pay for college
  • 17-page guide to the average cost of college & tuition for in-state, out-of state, 2-year schools, 4-year schools, and more
Sales Kit: Tax-Free Income

Tax-Free Income

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This 34-page kit includes:

  • 3 pages of shareable social media images & posts - we made them just for you!
  • 3-page discussion guide
  • 1 page of resources for more info, facts, and stats
  • 2 sample client emails
  • 4-page sales strategy: The 0% Tax Bracket
  • 18-page 2-part client guide to wealth strategies used by the top 25%
Sales Kit: Vision, Dental, Medicare Supplement

Vision/Dental/MedSupp

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This 19-page kit includes:

  • 5-page consumer guide to dental insurance
  • fillable quote request form for dental insurance
  • 3-page consumer guide to vision insurance
  • fillable quote request form for vision insurance
  • 6-page consumer guide to Medicare supplement insurance
  • fillable quote request form for Medicare supplement insurance
November 2020 Sales Kit: Long-Term Care

Long-Term Care

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This 74-page kit includes:

  • 12 pages of pre-written social media materials
  • 1-page client prospecting guide
  • 9-page Genworth Cost of Care survey results
  • 1-page Lincoln guide to care planning
  • 1-page of client profiles + funding sources
  • 3-page article: why women should care about LTC
  • 5-page guide: how to start the LTC conversation
  • 4-page article: the case for affluent clients buying LTC coverage
  • 5-page article on creative care design
  • 7 pages of sales ideas
  • 2-page article on how the SECURE Act affects LTC
  • 2-page article with caregiving resources
  • 4-page glossary of LTC terms
  • 8-page client guide on alternatives to traditional LTC coverage
  • 4-page client guide on talking about LTC
  • 2-page client flyer on planning for LTC
  • 1-page client flyer on having a balanced retirement strategy, including long-term care
December 2020 Sales Kit: Policy Review

Policy Review

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This 61-page kit includes:

  • 20 pages in two producer guides with tips and strategies for conducting a policy review
  • 1-page sales idea/case study
  • 1-page client profile
  • 16-page policy review workbook
  • 2-page prospect checklist
  • 8 pages of articles on constructing & performing annual reviews
  • 2-page client flyer asking if it's time for a review
  • 1-page sample email: convert term to perm
  • 4 pages on spousal lifetime access trusts
  • 2 pages on special needs trusts
  • 2 pages on family bank trusts
December 2019 Sales Kit: Asset Maximization and Charitable Giving

Asset Max & Charitable Giving

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This 51-page kit includes:

  • 2-page income maximization sales idea
  • 6 pages of IRA max sales ideas
  • 2-page qualified plan max sales idea
  • 2-page muni bond max sales idea
  • 3-page annuity max sales idea
  • 2-page Social Security maximization sales idea
  • 5-page estate and gift tax provision highlights
  • 1 page producer guide to leveraged gifting prospecting
  • 7-page producer guide to charitable remainder trusts
  • Client brochures, fact finders, and more!
October 2020 Sales Kit: Critical Illness Insurance

Critical Illness

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This 49-page kit includes:

  • 16-page seller's guide
  • 1-page client profile
  • 12-page social media kit
  • 6 pages of sales ideas, from high-deductible health insurance to MedSupp clients to stay-at-home parents
  • 2-page client flyer
  • 1-page client worksheet
  • 9 pages of client brochures, addressing different needs: men, women, mortgage protection, etc.
Sales Kit: Life Insurance Basics

Life Insurance Basics

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This 39-page kit includes:

  • 7 pages of shareable social media images & posts - we made them just for you!
  • 2-page 15-day social media calendar with more images & posts
  • 3-page consumer case study: how life insurance helped a widow get through a difficult time
  • 2-page client profiling worksheet
  • 10-page personal planner for your clients & prospects
  • 2-page consumer flyer on the difference between individual and employer-sponsored life insurance
  • 1-page infographic on life's unexpected expenses
  • 4-page consumer guide to life stages & insurance needs
  • 6-page consumer intro/guide to life insurance

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Templates

Focus Topic Calendar Template

Focus Topic Calendar

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Find out how a focus topic calendar can simplify marketing by removing guesswork, helping you cross-sell and up-sell, identifying partnerships, and more - plus download our free template.

2021 Social Media Calendar

Social Media Calendar

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If you want to do more on social media in 2021 but aren’t sure what to post, we’ve got you covered. Here's a 2021 social media calendar with hashtags, holidays, and more, all done for you.

Brand Guidelines

Brand Guidelines

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Streamline your marketing efforts with brand guidelines - approved wording, brand colors, logo sizing, and more. Complete this document and share it with partner agents, freelancers, or office staff.

Buyer Persona

Buyer Persona

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It's easier to talk to one person than to hundreds or even thousands. Use this buyer persona template to profile your ideal client - then speak directly to them in your marketing.

Email Mini-Course Planner

Email Mini-Course Planner

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Combat your prospects' email fatigue by repackaging your automated email sequence into a mini-course, with a much higher perceived value. You've got the content - now repackage it to add more value (and flair).

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eBooks

Insurance 2.0: Insurance Sales in the 21st Century

Insurance 2.0: Insurance Sales in the 21st Century

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To be a successful agent today, you need to understand how customers shop...and why pricing, underwriting, products, and service don't matter...at least not in the traditional sense.

The 60-Day Plan for Social Media Success

The 60-Day Plan for Social Media Success

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Want to build your social media presence from the ground up? You can do it in 60 days with the tips in this book. Build your presence on Facebook, Twitter, YouTube, and more so prospects and clients see you as an online authority.

The Innovator's Edge: Sales 2.0

The Innovator's Edge: Sales 2.0

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To be a successful practitioner of Sales 2.0, you need to understand Customer 2.0. In this book, we'll explain what they want vs. what they need, and how you can add value to their experience to become their trusted advisor.

Gather Your Book of Business

Gather Your Book of Business

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To use a CRM, you need a consolidated and complete list of clients, contacts, and policy data to upload into the system. This guide will show you how to export data from Outlook, Gmail, Facebook, LinkedIn, carriers, and BGAs.

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