A set of over 60 flexible advanced markets presentations.
This sales tool of over 60 PDF presentations features:
Writing that covers complex topics in a way that simplifies, educates, and motivates clients to action
Built-in flexibility from the combination of critical talking points, a short summary, and often a useful graphic
The freedom to use the pieces in whatever way is most effective—perhaps using the talking points to walk a client through an important discussion, illustrating the concept with a take-home graphic, then emailing the short summary as a follow-up piece
Cover pages that can be personalized
A set of 32 case studies explores common planning situations, core issues, and solutions.
In a world where people are inundated with information, a well-told story stands out. This powerful set of PDFs is designed to:
Use targeted narratives to help train and educate producers on typical advanced planning cases
Show consumers common planning challenges with all their inevitable complexities and complications, along with tried-and-true solutions
Present cases that are realistic, colorful, and interesting—with multiple players, competing interests, and inter-generational issues—but simple enough to target core questions
Cover issues in the areas of business insurance, estate planning, retirement planning, and charitable giving
Provide an easy way to reach clients on a more emotional level and help them through the decision-making process
A set of 28 concise but thorough documents that explain the basics of common-but-complex topics in the advanced markets.
This powerful, multipurpose tool is designed to:
Provide a quick overview or memory refresher for producers, managers, or clients
Cover the most useful sales ideas in estate planning, business insurance, retirement planning, and charitable giving
Define the concept, explain how it works and why it’s useful, and include a supplementary illustration
Be used in a client meeting or as a seminar handout
Work well whether printed, on a laptop, or on a mobile device
A set of 15 flexible advanced marketing presentations.
The Personal Markets Playbook features presentations designed to provide practical support and structure to help producers cultivate, motivate, and close cases in the personal markets. Each PDF presentation:
Provides an easy way for producers to connect with prospects and clients, educate them on life insurance solutions, and motivate them to action
Addresses a complex topic by establishing the need, organizing critical issues, exploring the role life insurance plays in providing solutions, and listing relevant action steps
Reinforces the fundamental benefits of life insurance—protection for a lifetime, cash when it’s needed most, tax-free accumulation, emergency or supplemental income (through loans and withdrawals), and vital estate liquidity
Combines critical talking points, a short summary, and a useful graphic—elements that can be used as needed throughout the sales process
Includes personalization on the title page
Can be printed, emailed, or viewed on a computer or mobile device
A set of 15 flexible sales presentations to educate and motivate consumers on annuities.
The Annuity Playbook features presentations designed to help producers educate and motivate consumers when it comes to the role annuities can play in the retirement puzzle. Each PDF presentation:
Offers a compliance-tested tool to promote sales in the competitive annuity market
Begins with a mini case study and includes a bulleted overview, a detailed discussion, and a graphic element
Reinforces the idea that an annuity is uniquely designed to play an important and distinctive role in retirement planning
Can be printed, emailed, or viewed on a computer or mobile device
A set of compelling pre-approach videos to get the right discussion started.
These compelling pre-approach videos explain complex topics in the advanced markets for which life insurance can provide a solution. The videos:
Cover business planning, executive compensation, retirement planning, and charitable giving
Explain complex advanced markets concepts and promote the role they can play in meeting business and personal planning objectives
Educate clients and prospects and motivate them to move forward
Are easy to use online during a client meeting or to attach to an email
A set of 50 calculators that are useful to producers and add value to prospects and clients.
This set of 50 calculators is designed to help producers uncover new sales opportunities while providing a value-added service to prospects and clients. The calculators:
Address common financial issues (from compound interest to RMDs to life insurance needs)
Allow producers to illustrate common financial concepts and validate proposed solutions
Include detailed definitions of terms and an easily printed calculation report that illustrates how financial decisions affect the bottom line
Are updated quarterly to reflect changing rules and rates
Are designed for ADA use and work well on mobile devices
Consolidated useful tax numbers for two years.
This reliable, useful, proven tool:
Consolidates up-to-date tax information for the current and upcoming years
Includes tax rates, exemptions, deductions, contribution limits, and RMD information
Serves as a handy reference for producers and a value-added year-end outreach for clients and prospects
Can be posted on an agent portal, used on a computer or mobile device, attached to an email, or downloaded and printed
