Life Insurance Approaches
There are multiple approaches for selling life insurance. 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.
Key materials listed below.
Secure Your Future (BB9117)
Use this leave behind tri-fold brochure to overview the four-step Financial Strategies process during an initial meeting with a client. Includes both Spanish and English.
Protect what matters most (BB9135)
Share this guide to life insurance prior to one-one reviews to help clients and prospects better understand their life insurance needs.
View (PDF) | I Order | View Spanish (PDF) | Order
Annual Review Checklist Letter (BB10010SPAN)
This Spanish-language letter accompanies the Spanish Annual Review Checklist (BB10013CSPAN). You can edit the letter to include additional information. Must also provide English version of all materials shared in Spanish.
Annual Review Checklist (BB10013CSPAN)
Use this with Spanish-speaking 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.