Looking for email content to help recruit agents? We’ve got it covered in three easy steps. Simply copy, paste, add contact information, and voila! Your organization will have its very own customized email, ready to send in seconds.

Life Insurance Basics

Attract interest with conversation starters, prospecting & presentation resources

Click to download the Hello Opportunity email
Suggested Subject Line:
Your clients need life insurance coverage - Hello Opportunity!
HTML
« Flip Back
Click to download the Life in Gear email
Suggested Subject Line:
Get more life insurance conversations in gear
HTML
« Flip Back
Click to download the Building Blocks email
Suggested Subject Line:
We can help you build your life insurance business
HTML
« Flip Back
Click to download the Diving into the Life Business email
Suggested Subject Line:
Expand your book of business with a variety of resources
HTML
« Flip Back

Grow Your Business

Find new clients and mine your book of business for growth

Click to download the Go Beyond AUM email
Suggested Subject Line:
Go beyond AUM with your clients
« Flip Back
Click to download the Journey to Financial Fitness email
Suggested Subject Line:
Journey to financial fitness
« Flip Back
Click to download the Grab n' Go Resources email
Suggested Subject Line:
Closing life clients doesn't have to be hard
« Flip Back
Click to download the Generation Matters Prospecting email
Suggested Subject Line:
Save time with ready-to-go prospecting
« Flip Back

Target the Point of Sale/Life Insurance Specialist contacts in Financial Institutions

Click to download the Go Beyond AUM email
Suggested Subject Line:
Hold your pitch - these pics are worth 1000 words
« Flip Back
Click to download the Go Beyond AUM email
Suggested Subject Line:
Increase “AUM” with chronic Illness
« Flip Back
Click to download the Go Beyond AUM email
Suggested Subject Line:
AUM conversation + CI protection + Easy AU+ process
« Flip Back

LTC or Chronic Illness Rider

Explore the differences between LTC policies and chronic illness riders for best fit

Click to download the Alphabet Soup email
Suggested Subject Line:
The LTC, ABR, CI alphabet soup decoded for you
« Flip Back
Click to download the LTC Awareness Materials email
Suggested Subject Line:
How would your clients pay for long-term illness care?
« Flip Back
Click to download the LTC Infographic email
Suggested Subject Line:
Do your clients have a plan for long term illness care?
« Flip Back
Click to download the More Than One Reason email
Suggested Subject Line:
There is more than one reason...
« Flip Back

Retirement Income Protection

Enhance sales approach by filling client's need to have "retirement income protection"

Click to download the Modern life insurance that can supplement retirement income email
Suggested Subject Line:
Modern life insurance that can supplement retirement income
« Flip Back
Click to download the Best of Both Worlds email
Suggested Subject Line:
1+1=100, no-really!
« Flip Back
Click to download the Enough Money for Retirement email
Suggested Subject Line:
The retirement issue that keeps your clients up at night
« Flip Back

IUL Basics

Eliminate confusion and uncover the power that Index Universal Life (IUL) products can provide in a portfolio.

Click to download the Power Up Your Business with IUL email
Suggested Subject Line:
Video training: Unleash the power of IUL
« Flip Back
Click to download the Non-med IUL Presentation email
Suggested Subject Line:
Go AU+ with IUL
« Flip Back
Click to download the Accelerate your Non-Med IUL Business email
Suggested Subject Line:
Video: Fast track your AU+ IUL business
« Flip Back
Click to download the Non-Med Guide email
Suggested Subject Line:
Switch to a fast, easy AU+ process
« Flip Back
Click to download the Cash Value Accumulation email
Suggested Subject Line:
The case for cash value life insurance
« Flip Back
Click to download the Withdrawals vs Policy Loans email
Suggested Subject Line:
Do you understand how IUL policy loans work?
« Flip Back
Click to download the IUL Powerful Financial Tools email
Suggested Subject Line:
Unleashing the Power of IUL
« Flip Back
Click to download the Road to Retirement and Beyond email
Suggested Subject Line:
Plan your clients' road to retirement and beyond
« Flip Back

Mortgage Protection

Life insurance could be the right solution to help protect a mortgage.

Click to download the Are they paying for more than they need? email
Suggested Subject Line:
Are they paying for more than they need?
« Flip Back
Click to download the Life Insurance is an unsung hero email
Suggested Subject Line:
Life Insurance is an unsung hero
« Flip Back
Click to download the 5 Simple Steps email
Suggested Subject Line:
How much do they need?
« Flip Back
Click to download the Consumer Needs email
Suggested Subject Line:
5 Simple Steps
« Flip Back

Email Sending Instructions

Detailed instructions how to copy and paste HTML emails into an email sending system.

Instructions for sending an email using a standard email program:

To use in a standard email program, open the HTML file (by clicking the link above) in an internet browser. In that browser window, press <ctrl> or <cmd> + “a” to select all and then <ctrl> or <cmd> + “c” to copy the email images and text. Then, in your regular email program, compose a new message. In the body window of the new message press <ctrl> or <cmd> + “v” to paste in the email. Customize your email by replacing the placeholder text (000-000-0000 and name@company.com) with your phone number and email address. Find a copy of your logo on a file on your computer or a web page. Right click on your logo and select “copy” then right click on the placeholder logo in your email message window and select “paste.” Type in the email address and the subject line. You are ready to send your email.

Instructions for sending an email using Constant Contact or Mailchimp:

To use in Constant Contact or Mailchimp, open the HTML file by clicking the link above. Right click in that browser window with your email, and select “View Page Source” from the menu to access the HTML source code (which should open in a new tab). In that tab displaying the HTML source code, press <ctrl> or <cmd> + “a” to select all and then <ctrl> or <cmd> + “c” to copy all of the source code. Paste this into the appropriate box in Constant Contact or Mail Chimp (<ctrl> or <cmd> + “v” to paste) in order to copy all the functional links, images and text into your email campaign.

Full Constant Contact Instructions

Full Mailchimp Instructions

Top