LIFE & FINANCIAL SERVICES MARKETING TOOLS
Tools to help you to solicit individuals and groups
This area contains a creative collection of marketing tools for the promotion of life insurance and financial planning.
Promotional tools »
Life Insurance • Illustrative sales letters.
Group Health • Illustrative sales letters.
Internal Life Insurance Referral Form - for agency CSR use.
Inserts • Various policy types.
Dear Aunt Shurance™ (in the Marketing with Humor section).
Entertaining parodies of serious advice columns.