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    • Illustrative Personal Lines Letters
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    • Insurance Inserts
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    • Life & Financial Services
      • Letters - Life Insurance
      • Letters - Group Health
      • Inserts - Various Types
      • Promos - Retirement Planning
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  • Terms of Use
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  • New!
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  • Store Home
  • Master Index
    • Commercial Producer Sales Tools
    • Personal Lines CSR Sales Tools
    • Illustrative Personal Lines Letters
    • Illustrative Commercial Lines Letters
    • Standard Insurance Sales Letters
    • Referral Generation Tools
    • Lost Policy Recovery Tools
    • Insurance Inserts
    • Surveys and Questionnaires
    • Email Marketing Tools
    • Social Media & Newsletter Content
    • Life & Financial Services
      • Letters - Life Insurance
      • Letters - Group Health
      • Inserts - Various Types
      • Promos - Retirement Planning
    • Postcard Templates
    • Radio Ads - 30 Second
    • Miscellaneous Marketing Tools
    • Comic Adventures of Ernest Agent™
  • Terms of Use
  • Pricing & Ordering
  • Contact Us
  • FAQ
  • New!
  • Tools2Use Blog

LIFE & FINANCIAL SERVICES MARKETING TOOLS
Tools to help you to solicit individuals

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This area contains a growing collection of marketing tools for the promotion of life insurance and financial planning. Additional resources for these and other products will be added periodically, so check back often.

Promotional tools »

Life Insurance • Illustrative sales letters.

Group health • Illustrative sales letters.

Inserts • Various policy types.

Retirement planning.

Dear Aunt Shurance™ and “If We Talked (both located in the Social Media section of the store).
An entertaining “advice column” that parodies serious advice columns and a transcript of an imaginary chat about retirement planning.

Master index


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