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This easy to follow glossy brochure will help you aid your client to create a personalized life insurance strategy for his or her individual family situation. In just a few easy steps, you will have created The Ideal Plan custom designed for each unique family. This colorful brochure helps you quickly determine the family's needs based on financial obligations. This useful marketing tool can be customized with your company information. Click here to download the brochure. Call Beth Thomas at (205)268-3322 to order these for your use. |
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First Protective has designed this tri-fold brochure to help producers explain to their clients what annuities are and why they should purchase them. It helps define the difference between fixed and indexed annuities. This glossy full color brochure can be customized with your company logo and contact information. Download the brochure.
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First Protective has designed 2 unique brochures to help producers show their clients the need for a life insurance policy review. One option is a glossy 12-page full color brochure can be customized with your company logo and contact information and the other choice is a smaller tri-fold brochure that is easily mailed.
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Conducting life policy reviews isn’t difficult, but does require a systematic approach and utilizing a software package that is informative and unbiased.. The following tools and resources provide you with a turn-key system to make policy reviews part of your practice. The marketing brochure can be customized with your information. Help your client understand how common life-changing events such as a birth, the purchase of a new home, or lifestyle changes can necessitate the need for a policy review to help protect and preserve their assets.
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Setting medical examination expectations with your client is important to ensure that work that you've done selling the appropriate product and coverage amount is successful.
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 Basic Selling Skills are quickly becoming a lost art as insurance distribution moves more and more towards a brokerage model. Fewer opportunities for training in selling basics are available to new producers. First Protective's Core Selling Skills training program is a proprietary sales training system designed to build a foundation of selling skills for financial services professionals.
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First Protective introduces a new marketing program for producers looking to establish brand identity. First Protective's Brand In A Box gives you the tools you need to implement a brand for your agency based on several templates that we have developed.
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 Top producers know that marketing to existing customers is essential to retain long-term client relationships and provide opportunities to meet many other needs that your client has after the initial sale. However, having effective customer contact systems is often a challenge for producers who are focused on prospecting for new clients, developing relationships and managing the sales process.
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