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Life insurance sales ideas and tools

Turnkey campaigns and helpful resources

Beyond innovative products and thoughtful service for you and your clients, we offer a variety of ideas and tools to help you grow your business. Our resources help you develop financial strategies for your clients with life insurance serving as the centerpiece.

Your sales team

Contact us for even more tools on a variety of topics.

Broker dealers

Email the sales desk
Find your team

Independent brokerage

1-888-413-7860, option 1
Email the sales desk

Business Owner Life-stage Design

Our BOLD campaign is designed to help you understand business owners’ needs, as well as guide you through solutions and how to present them to clients.

View campaign resources

Life Insurance as a Financial Tool

Our LIFT campaign shows your clients how permanent life insurance can help protect their family, provide supplemental retirement income and efficiently pass on their estate.

View campaign resources

Life insurance video resource library

Our video resource library is designed to give you innovative solutions that help you grow your practice and evolve in an ever-changing marketplace.

View the library

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Please keep in mind that the primary reason to purchase a life insurance product is the death benefit.

For financial professional use only. Not for use with the public. This material may not be reproduced in any way where it would be accessible to the general public.

DOFU 11-2020