Tools to help you to solicit individuals

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™ (in the Marketing with Humor section).
Entertaining parodies of serious advice columns.
Master index