Client needs for life
Split Sale Strategy
Welcome to the Client Needs for Life page!
This page will be a central hub for marketing concepts and tools you can use to show your clients the many applications of life insurance! These concepts will provide awareness and education for clients who depend on you to help secure their financial future. We’ll be providing you the tools and resources to target, prospect, and follow up to help protect these clients and their families.
This page will be updated frequently with new concepts and tools so make sure to bookmark this page and start sharing the content now!
Income replacement
For generations, everyday people from all walks of life have depended on life insurance to help provide relief during life’s most difficult moments. According to a recent study, 44% of American households would face significant financial difficulties within six months if they lost the primary wage earner in the family.*
Income replacement is a key use for life insurance and while we can’t predict the future, we can certainly prepare for it. Share this campaign to drive awareness and education for the clients who depend on you to help secure their financial future. Please see the tools and resources to target, prospect, and follow up to help protect these clients and their families.
*“Life Insurance Statistics, Data and Industry Trends 2024”, Forbes Advisor, 2024
Video
Share this video with your clients and communities to introduce them to the concept of Income Replacement and how life insurance and the death benefit it provides can help people from all walks of life continue living their best lives.
Leave behind tri-fold
The death benefit of a life insurance policy can help replace income when it may be needed most. Download this flyer to reinforce the reasons why members of your community may want to look at utilizing a life insurance policy for income replacement!
Home ownership protection
As a homeowner, your clients know the responsibilities that come with purchasing a house. Over the years, they probably invested time and money to increase its value, creating a safe and comfortable home for their family. But have they done all that they can to safeguard their investment?
While homeowners insurance may protect from theft or damage, what would happen to their home if something happened to them? We all know why we buy life insurance — to help protect our loved ones in the event of the unthinkable. But a death benefit can have many applications, including helping your family cover the remaining mortgage of a home.
Home ownership protection is a key use for life insurance and while we can’t predict the future, we can certainly prepare for it. Share this campaign to drive awareness and education for the clients who depend on you to help secure their financial future. Please see the tools and resources to target, prospect, and follow up to help protect these clients and their families.
Video
Share this video with your clients and communities to introduce them to the concept of Home Ownership protection and how life insurance and the death benefit it provides can help people from all walks of life continue living their best lives.
Leave behind tri-fold
The death benefit of a life insurance policy can help when it may be needed most. It could be used for many purposes including help a family continue living in their home during the most trying times. Download this flyer to reinforce the reasons why members of your community may want to look at utilizing a life insurance policy for home ownership protection!
Life insurance for end of life planning
Traditional life insurance options like whole life, term life, and index universal life insurance can bring great relief by helping offset your family’s recurring bills, mortgage, or to help pay for your children’s college. But there’s another cost area that’s easy to overlook: end-of-life expenses. The costs associated with end-of-life expenses are different for everyone. Thankfully, your clients can give their loved ones some peace of mind with the death benefit from a life insurance policy. By working with you, they can build a plan to help address common end of-life expenses and make sure your loved ones are protected.
Please utilize the tools below to share with your clients and help them understand how life insurance can help with end of life expenses.
Video
Share this video with your clients and communities to introduce them to the concept of planning for end of life expenses and how life insurance and the death benefit it provides can help people from all walks of life continue living their best lives.
Leave behind tri-fold
The death benefit of a life insurance policy can help when it may be needed most. It could be used for many purposes including helping plan for end of life expenses. Download this flyer to reinforce the reasons why members of your community may want to look at utilizing a life insurance policy and how it could benefit them and their loved ones!
Retirement supplement
Showing your clients on the possible uses of cash value life insurance can give them and their families tax-free access to the cash value* of their policy at any time, for any use. This cash value growth potential may provide a little extra breathing room to help address life’s unexpected expenses in retirement. Help clients see the full potential of life insurance by demonstrating how far their policy can go! Utilize the video and leave behind below!
Video
Share this video with your clients and communities to introduce them to the concept of supplementing some of their retirement expenses and how life insurance can help people from all walks of life continue living their best lives.
Leave behind tri-fold
Retirement looks different for everyone. Download this flyer to introduce your clients to the concept of utilizing a life insurance policy to supplement their retirement expenses. Show members of your community to look at utilizing a life insurance policy and how it could benefit them!