Target market
Consider clients, typically between the ages of 29 and 45, who are parents of young or teenaged children.
A three-step approach to family protection
This approach can help you simplify the conversation with families when multiple solutions are needed to protect each family member. It's a flexible way to help you drive the conversation and tailor solutions to fit their needs and budget. When speaking with clients and prospects, keep these three steps in mind:
- Protect parents using life insurance
- Protect each member of the family with CII
- Protect children with life insurance
For example, with new clients you may want to start at step one and explore their needs. For existing clients, you may want to acknowledge the positive steps they've already taken and then proceed to the remaining ones.
Marketing and support materials