How to Market Life Insurance as an Advisor

By: Angelina Hung Updated: June 27, 2019

Topics: Financial Tech Tools

How to Market Life Insurance as an Advisor

Summer time is a great time for advisors to catch up and plan for the next quarter.

Many advisors head into the last quarter with little or no planning and by the time December rolls around, they’re scrambling to get everything in.

Successful advisors prepare beforehand.

Fortunately, we’ve put together a Life Insurance campaign kit which includes:

2 articles about insurance – “ Why do the wealthy invest in life insurance” and “Should you take out an individual life insurance policy”
1 pre-approach letter
7 social posts below

whatsYourLegacy

protectWhatMattersMost

10xIncome

prepareForTheUnexpected

planningAhead

buyingAhomeInsurance

bigPart

Download the life insurance marketing kit and get prospects in the pipeline by the time September is here:

Learn about financial planning for small business in Canada:

Financial Planning 101: Tips for Small Business Owners

Download our Canadian Tax Planning Guide for a Small Business Owner

Learn more about a Health Spending Account

Are you an incorporated business owner with no employees? Learn how to use a Health Spending Account to pay for your medical expenses through your corporation:

Download the HSA Guide for Incorporated Individuals

Do you have a corporation with employees? See why a Health Spending Account makes for great employee benefits:

Download the HSA Guide for a Business with Staff

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