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Life insurance sales ideas and tools

Turnkey campaigns and helpful resources

We offer client ideas and tools on a variety of topics to help you grow your business, from estate planning to solutions for business owners, and more.

Our sales teams are available to consult on these and many other ideas. Contact them today!

Your sales team

Business Owner Life-stage Design (BOLD)

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.

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Estate Planning, Individually Centered (EPIC)

EPIC is your guide to estate planning topics. Estate planning is not a static last will and testament thrown in a drawer and forgotten. It is a plan that begins with carefully thought-out answers to questions that lay the groundwork to a tailored roadmap designed by the client and guided by you and their legal team.

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Life Insurance as a Financial Tool (LIFT)

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.

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Looking for more to share?

We offer a full ideas & tools library to help keep clients engaged.

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

Life insurance products contain charges, such as Cost of Insurance Charge, Cash Extra Charge, and Additional Agreements Charge (which we refer to as mortality charges), and Premium Charge, Monthly Policy Charge, Policy Issue Charge, Transaction Charge, Index Segment Charge, and Surrender Charge (which we refer to as expense charges). These charges may increase over time, and may contain restrictions, such as surrender periods. Policyholders could lose money in these products.

Policy loans and withdrawals may create an adverse tax result in the event of lapse or policy surrender and will reduce both the surrender value and death benefit. Withdrawals may be subject to taxation within the first fifteen years of the contract. Clients should consult their tax advisor when considering taking a policy loan or withdrawal.

This information may contain a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit a taxpayer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances.

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

DOFU 10-2023