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™ 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
