Term insurance marketing shelf

Evolve Term

PDF/Form Number	Title and description	Who it's for and length
810-5227	Evolve Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs.	Clients 14 pages
810-5255	Evolve quick reference guide Your Evolve Term cheat sheet. See target markets, term length suitability, a case study and get help to start a conversation with Clients.	Advisors 5 pages
810-5248 Email	Advisor to Client engagement kit - individuals Engage individual Clients. Use this email template and Client-facing one-pager to start the conversation and reach prospects. Download the corresponding PDF to attach in the prospecting email.	Clients 2 pages
810-5249 Email	Advisor to business owner engagement kit Helpful resources to engage business owner Clients. Use this email template and Client-facing one-pager to start the conversation and reach prospects. Download the corresponding PDF to attach in the prospecting email.	Clients 2 pages

PDF/Form Number	Title and description	Who it's for and length
810-5246	Essential Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs.	Clients 7 pages
810-5247	Achievers Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs.	Clients 7 pages
810-5258	Term for Diabetes quick reference guide Your Term for Diabetes cheat sheet. Get a quick glimpse at the different product solutions for Clients with diabetes and get help to start a conversation with Clients.	Advisors 4 pages
810-5264 Email	Advisor to Client engagement kit Engage individual Clients. Use this email template and Client-facing one-pager to start the conversation and reach prospects. Download the corresponding PDF to attach in the prospecting email.	Advisors 1 page
810-5284	Diabetes Care Program Client-facing one-pager Use the Diabetes Care Program Client-facing one-pager as a discussion opener with prospects and Clients who could benefit from this wellness offering.	Advisors 1 page
810-5289	Getting life insurance while living with diabetes - Client-facing FAQ Share this PDF with Clients who disclose diabetes to help open a conversation. This piece can help Clients understand they have protection options.	Advisors 2 page

PDF/Form Number	Title and description	Who it's for and length
810-5245	Bridge Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs.	Clients 7 pages