Life • Group • Retirement Planning
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Cross-Sell: Life Insurance - Missing Policy.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Families that need life insurance.
File format:
Word document.
Headline:
Life Insurance.
Image:
Silhouetted family at the beach with one parent missing (stylized).
Design format.
8.5" x 11" B&W insert. Send to current clients (who have families) along with other insurance policies or financial services printouts. Encourages auto, home, and other insureds to contact you for their personal life insurance.
Item number: LIFE-PI-001
Group Insurance - Watchdog.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Businesses that need group health insurance.
File format:
Word document.
Headline:
Who is your group insurance watchdog?
Image:
Siberian husky (stylized).
Design format.
8.5" x 11" color insert. Send to current business insurance clients or new leads. This Word file is suitable for self-printing and distribution.
Item number: GROU-CI-001
Retirement Planning - Baby Boomers.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Baby boomers who need professional retirement planning advice.
File format:
Word document.
Headline:
Answer these two questions before you retire.
Image:
Boy at a 1950's TV set (stylized).
Design format.
8.5" x 11" color insert. Send to current clients or to new leads. This Word file is suitable for self-printing and distribution.
Item number: RETI-PI-001
If We Talked "Transcript" - Retirement Planning for Baby Boomers.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Baby boomers who need retirement planning advice.
File format:
Word document.
Headline:
If We Talked. The transcript of an imaginary conversation between you and [name of your agency] about retirement planning.
Image:
Comfy "retirement" chair.
Design format.
8.5" x 11" text document. 8.5" x 11" text document.
Item number: CONT-FS-002
Life & financial services index • Master index