Key Business Market Tools
Once you've established a collaboration with a strategic alliance, we can help you offer value-add services and solutions to their business clients. Use the following resources and tools to get started.
Target market
- Established businesses (10+ years in operation)
- $1M-$10M in annual revenue
- 1-30 employees
- Industry focus: professional, scientific and technical services, manufacturing, construction
Business Needs and Priorities Checklist (BB9557)
Start conversations with owners of closely held businesses by exploring their financial priorities with thought-provoking questions.
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Success Story — Key Person Insurance (BB11772)
See how a life insurance professional partnered with a P&C firm to deliver key person insurance to a business client.
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Success Story — Business Protection (BB11773)
This shows how a life insurance professional and a P&C firm teamed up to offer business protection to a client.
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Strategic Alliance Approach Email (LF337)
This highlights additional risk protection solutions available to a strategic alliance's business clients.
Get email (OFT)
Strategic Alliance Business Marketing Campaign (BB12325)
Use this step-by-step campaign to help market your solutions to a strategic alliance's business clients.
View (DOC)
Key Concepts
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