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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Sales Kits
Templates
eBooks


Sales Kits

January 2020 Sales Kit: Life Insurance as an Asset Class

Asset Class

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This 61-page kit includes:

  • 15-page agent marketing guide
  • 12-page discussion guide
  • 8-page consumer guide to leaving a financial legacy
  • 8-page consumer guide on the little-known benefits of life insurance
  • 2-page consumer infographic...and more!
February 2020 Sales Kit: Give More Than Love

Give More Than Love

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This 71-page kit includes:

  • 3 pages of shareable social media posts (images + text)
  • 3-page sales idea: using life insurance for basic financial planning
  • 5 pages of sales ideas for blended families
  • 3-page article on maximizing the estate planning value of life insurance
  • 4-page guide on the impact of state-specific estate and inheritance taxes
  • 30-page guide to the five levels of estate planning
  • 3-page sales idea on estate equalization
  • 16-page client guide to wealth transfer
  • 2-page estate planning checklist
March 2020 Sales Kit: Retirement Planning

Retirement Planning

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This 60-page kit includes:

  • 2-page 2020 retirement and tax reference guide
  • 12-page producer marketing guide for using life insurance during retirement
  • 2-page sales idea using indexed IUL during retirement
  • 8-page producer marketing guide on retirement planning with life insurance
  • 2-page sales idea on cash value life insurance in retirement planning
  • 8-page consumer guide to a deferred income annuity as part of retirement planning
  • ...and lots more!
April 2020 Sales Kit: Tax Strategies

Tax Strategies

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This 60-page kit includes:

  • 12 pages of tax tables and helpful info for 2019 and 2020
  • 1-page income protection grid
  • 12-page discussion guide
  • 3-page producer info on tax implications of living benefits
  • 2-page client flyer with little-known facts about Social Security benefits
  • 24-page advisor guide to Social Security benefits
  • 4-page client guide to minimizing taxation of Social Security benefits
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 2019 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, courtesy of OneAmerica
  • 1-page infographic with stats you can share on social media & in your newsletter
  • 5-page guide on starting the LTC conversation with clients
  • 18-page booklet on the "aging at home" strategy using LTC products
  • 3-page guide to tax implications for living benefits
  • 4 pages of client profiles
  • 12-page guide on the difference between 7702B and 101(g) riders
  • 4-page guide on LTC coverage and affluent clients
  • 5-page guide on creating a care program based on how LTC benefits are paid
  • 8-page consumer guide on alternatives to traditional LTC policies
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 2018 Sales Kit: Critical Illness Insurance

Critical Illness

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This 18-page kit includes:

  • 3 pages of sales ideas
  • 3 pages of information about Mutual of Omaha's critical illness product options
  • 2-page AIG brochure on accelerated benefits riders that cover critical and chronic illnesses
  • 4-page Mutual of Omaha CI consumer brochure
  • 1-page CI premium worksheet
  • 3 Assurity sales ideas: preferred life underwriting, high-net worth clients, clients who can't buy DI due to their occupations
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.

2020 Social Media Calendar

Social Media Calendar

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If you want to do more on social media in 2020 but aren’t sure what to post, we’ve got you covered. Here's a 2020 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.

Pinney Insurance Media Kit

Media Kit

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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.

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