by Jon Elder, Life Sales Relationship Manager
Your clients have chosen to partner with you to help them prepare for what’s to come in life – both the expected and the unexpected. From births and graduations to weddings and funerals, life’s most influential events mark each calendar year, and your clients’ finances feel every ebb and flow. Sometimes, these life-changing events can leave clients feeling vulnerable and confused, unsure of what to do next, and whether or not their finances remain protected. Help ease the transitions by accessing our personalized, non-carrier-branded materials and guiding clients through the planning process.
Last fall, we introduced you to the first in this series of materials, our beneficiary review booklet. This resource has already made a difference in a number of our agents’ practices, allowing them to uncover assets clients may not have mentioned and ensure these assets are distributed according to their wishes. We’ve expanded on our initial success by developing pamphlets you can use to help determine when clients are in need of a review, steps they can take after a loved one passes, and what to expect from a paramedical exam should they choose to purchase a life insurance policy that requires this.
With the "Is It Time for a Review?" brochure, we’ve created a comprehensive list of life events you can discuss with clients to determine if it might be time to walk through the strategies they have in place to prepare for and last through retirement. Often times, clients are so caught up in handling the events, they overlook how their financial situations are being impacted. This presents the perfect opportunity for a review. When the event is a death in the family, consider sharing our "When a Loved One Passes" booklet. From locating important papers and settling an estate to contacting appropriate people and claiming insurance benefits, this resource walks clients through the most critical "to-dos" and can be very comforting during a difficult time.
Lastly, should your clients purchase a life policy, they may need to undergo a paramedical exam. The process can seem intimidating, but our "What is a Paramedical Exam?" guide prepares individuals for the procedures that are included, addresses frequently asked questions and provides a list of helpful hints to streamline the process.
Unlike marketing materials you may have handed clients in the past, these full-color booklets are easily customizable, allowing you to position yourself as the "go-to" resource at every stage of life. Once you meet the qualification requirement, simply visit the Dynamic Marketing Portal, select the quantity of each booklet you’d like to order, insert your contact information and company logo, and place your order. It’s never been easier to assert your expertise and help clients strategically plan around all of life’s significant events. Call your Life Sales Relationship Manager to get started!
FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. 12155 – 2012/1/23
Agents may not give tax, legal, accounting or investment advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this