Term insurance marketing shelf

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

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