Life Insurance Approaches
There are multiple approaches for selling life insurance (BB12262) (PDF). Whether you have a specific program in mind for reaching out to clients and prospects, or want a more general approach, we have the tools and resources for you to get started.
For financial professional use only.
Key materials listed below.
Protect What Matters Most (BB9135)
Share this guide to life insurance prior to reviews to help clients and prospects better understand their life insurance needs.
View (PDF) | I Order
Annual Review Checklist (BB10013C)
Use this with clients to help identify new or changing insurance needs. May be customized with contact information, then saved and printed locally. Must also provide English version of all materials shared in Spanish.
View (DOC)
Annual Review Checklist Letter (BB10010)
This letter accompanies the Annual Review Checklist (BB10013C). You can edit the letter to include additional information. Must also provide English version of all materials shared in Spanish.
View (DOC)
Financial Needs Pyramid (BB10301C)
Help clients understand the hierarchy of all the components of a well-rounded financial strategy.
View (PDF) | Order
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