Your company is unique. Your products are distinctive. Your need for training, reference, and sales material may not always be met perfectly by our existing suite of materials. Sometimes, to meet your goals and continue to differentiate yourself from the competition, you must create something new.
PGI can help.
By partnering with us on custom-designed projects, you can be certain that your marketing, training, and new product information reflects your brand and your voice. Leverage our unique blend of financial and technological expertise to create the exact materials that meet your needs.
Talk to us about your vision. Together, we can make it a reality.
Perhaps your top producers are asking for materials to help them work with a particular market—materials you don’t have and your in-house team is too busy to create. Whether you’re looking for print, Word, PDF, PowerPoint, web-based material, video, or more, together we can make a plan to get you what you need within your timeframe and budget.
We have worked with companies to create custom materials for many unique areas. Often, companies want a comprehensive suite of materials, including some or all of the following:
Consumer brochure
Producer guide
Fact sheet/sales ideas
Talking points
One-pagers
Case studies
Sales presentations
FAQs
Factfinders
Pre-approach letters
Checklists
Seminars
Video "conversation starters"
Explanatory graphics
Articles
Sample Niche Markets
Small business owners
Farmers and ranchers
Owners of oil, water, and mineral rights
Construction business owners
The sandwich generation
Physicians
Divorcees
Women
Widows
Families planning for special needs
Foreign nationals
Nontraditional families
LGBTQ+
Sports enthusiasts
Sample Specialty Topics
Social Security
Liquidity
Life insurance for singles and couples
Inflation
IRA rollovers
Talking to children about money
Succession planning
Product Training
We can work with you to provide the material you need to introduce producers to a new product in your lineup, including:
Training courses and quizzes
Information sheets
FAQs
Marketing material
