Conversation starters and sales concepts

For clients who don’t have life insurance — or who may only have it through their employer — it’s important to explain the value and benefits of an individual life insurance policy. Use these flyers and worksheets to help get conversations started.

Why life insurance

Life insurance is for the living. Learn how your client's can protect, access and build wealth all while providing financial security for those they love.

View the life insurance client guide
Life insurance planning guide

Determine the right amount of financial protection for your clients and ensure they have sufficient coverage.

View the life insurance planning guide
Life insurance infographic flyer

Explore the top 5 reasons clients own life insurance and how it can help them meet their evolving needs.

View the life insurance infographic flyer
Policy review evaluation worksheet

Understand your client's motivations and priorities around life insurance coverage with this comprehensive review.

View the policy review evaluation worksheet
Take control of taxes

See a simple exercise you can do with your clients to help them understand how they can control their taxes in retirement.

View the control taxes client guide
Tax efficiency worksheet

Lead your clients to a tax-efficient future with clear guidance on how to keep more of what they've earned.

View the tax efficiency worksheet
Life insurance that benefits your life

Help your clients discover th opportunities permanent life insurance provides during their lifetime.

View the IUL benefits