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

Term for Diabetes

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

Bridge Term

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