Our toolkits
Each toolkit provides Advisors with quick-reference talking points and materials to help guide client conversations and communicate the benefits of term life insurance for various uses.
Business cases
A ready-to-use toolkit with talking points, case studies, client flyers, FAQs, and social posts to help advisors confidently position and support business-owned life insurance conversations.
Impaired risk cases
A streamlined toolkit with talking points, case studies, client flyers, FAQs, and social posts to help advisors approach impaired risk cases clearly and set the right expectations.
Download impaired risk toolkit
Large cases
A practical toolkit with talking points, case studies, client flyers, FAQs, and social posts to help advisors navigate and submit higher face amount cases with confidence.
Download large case toolkit
P&C cross-selling
A cross-selling toolkit with talking points, case studies, client flyers, FAQs, social posts, and Quote-to-Apply resources to help P&C advisors introduce term life and move seamlessly from quote to application.
Download P&C cross-selling toolkit
Health cross-selling
A toolkit filled with talking points, case studies, client flyers, FAQs, social posts, and Quote-to-Apply guidance to help advisors focused on health insurance introduce the benefits of term life insurance.
Download health cross-selling toolkit
Looking for something else?
If you're in need of individual assets, head over to our resources page to browse all ready-to-use materials from one-pagers to PowerPoint decks.