Relationships are key to growing your business. And to build strong relationships, it’s important to know when clients are experiencing a major life event — and to help them through it.
That’s where these marketing resources come in. We offer tools to help you start a conversation with clients and learn whether they’re going through a life change. You can also reach out using more specific materials about getting married, buying a home, having a child and other life events.
By helping clients ensure their financial needs are met at these moments, you’ll be able to build their trust and solidify your relationship.
Start the conversation about life events:
Life Insurance Social Media Content Bank (BB10909)
Find social media campaign content on life events and other concepts in this bank.
Client Email for Life Event (RF1613)
Email to send to clients when a life event occurs.
Reach out about specific life events:
Pre-Approach Congratulatory Letter for Life Event (RF1618)
Congratulatory letter to send to clients when a life event occurs.
Pre-Approach Sympathy Letter for Life Event (RF1618A)
Sympathy letter to send to clients when a life event occurs.
This content is designed for use by financial professionals. Consumers may learn more about products and services on principal.com.
Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal National and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.
For Financial Professional Use Only. Not for Public Distribution.