Life insurance review
Keep your clients' coverage in stepSee new approach package
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.
Principal Business Center Mailer (BB10109C)
For Business Centers of the Principal®. Mail this customizable tri-fold approach piece to prospects and new customers to help position The Principal and your Business Center as a resource to help meet financial needs. Customize with your contact information. To customize and/or order, select “Customizable” below.
View (PDF) • Customizable
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.
Are You Covered? (BB9731)
Use this high-level brochure with clients to overview the need for life insurance and the types available. Includes both Spanish and English.
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.