joint marketing strategies
TRANSCRIPT
For Agent/Financial Professional Use Only – Not For Use With The Public
National Life Insurance Company® | Life Insurance Company of the Southwest®
National Life Group is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest (LSW),Addison, TX and their affiliates. Each company of NL Group is solely responsible for its own financial condition and contractual obligations. LSW isnot an authorized insurer in New York and does not conduct insurance business in New York.
JOINT MARKETING STRATEGIES
For Agent/Financial Professional Use Only – Not For Use With The PublicTC116655(0920)3
For Agent/Financial Professional Use Only – Not For Use With The Public
AGENDA
Review Goals & Objectives
Your Marketing Strategy
Create a Marketing Plan
The Next 12 Week Strategy
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For Agent/Financial Professional Use Only – Not For Use With The Public
Goals & Objectives Begin with the end in mind…
• What do you want to get out of this partnership?• What are your biggest concerns? • When do you plan to get started? • How do you want to be compensated?
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For Agent/Financial Professional Use Only – Not For Use With The Public
Your Marketing Strategy
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Break your plan down into 12 week blocks
For Agent/Financial Professional Use Only – Not For Use With The Public
THE PATH TO SUCCESS
MEET REGULARLY1
SET GOALS2
DEVELOP AN ACTION PLAN3
ONGOING TRAINING4
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Announcement to your clients
ANNOUNCEMENT CARD / LETTER FOLLOW-UP PHONE CALL
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TELLING YOUR STORY
WHAT’S YOUR STORY AS A TEAM?
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CONDUCTING AN INSURANCE CHECK-UP
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LIFE INSURANCE PORTFOLIOS GENERALLY NEED FIXING
Initial arrangements were improper
Client circumstances have changed
Tax environment has changed
More appropriate contracts now available
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For Agent/Financial Professional Use Only – Not For Use With The Public
BENEFITS OF INSURANCE CHECK-UP
Client gets “2nd opinion” on existing arrangements
Additional client needs identified
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For Agent/Financial Professional Use Only – Not For Use With The Public
QUESTIONS?