Growing Your Business the Easy Way (Don’t Reinvent the Wheel!)

[A note for our agencies – feel free to use these articles in your communications with your agents.  Please include any disclosures that appear with the article.]

Being an insurance producer can be an amazing career – as a producer you have control over your schedule, there is nearly no limit to how much you can earn, and you help individuals, families and businesses protect against the unexpected and prepare for a better future.  The drawback? As a self-employed business owner, you are constantly on the lookout for new clients.  That is why learning how to market effectively, and in our highly regulated industry – compliantly, is so important to a producer’s practice.

So you could…

• Spend hours creating ads, emails, presentations and other advertising, that may or may not be effective; and
• Submit it for compliance review to find it needs major changes.

Or, you could use existing, proven marketing and sales tools, created for you by Marketing professionals, that may not need additional compliance review.  In most cases if they do require review due to being personalized, it is a quick and easy process because the content has been approved before.

Accumulation calculator

• https://www.nationallife.com/Financial-Calculators-College-Funding

CoBrand on Demand

A fast and easy way to personalize a library of marketing materials online that goes directly to compliance for approval.  Located under Tools>>National Life Tools>>CoBrand on Demand.

Email marketing

Numerous prospecting and recruiting emails are available on the Agent Portal under Marketing>>Marketing Yourself>> Emails.

Fact finders

• Several previously approved fact finders in Marketing Hub on the Agent Portal under Marketing>>Market Yourself>>Marketing Hub.

Letter/print marketing

• Retirement Analysis Card(geared toward 403(b) market)
• Several previously approved letters in the Marketing Hub

Life insurance calculator

• https://digital.nationallife.com/lifeinsurancecalculator/

Marketing approved for other agents

Materials approved for other agents can be found in the Marketing Hub under Marketing>>Market Yourself>>Marketing Hub.  Personalizing these will require a new advertising review.

Retirement calculator

• Cat 102232 – NLG life check-up retirement worksheet
• https://www.nationallife.com/Financial-Calculators-How-Much-for-Retirement
• https://www.nationallife.com/Financial-Calculators-Current-Retirement-Savings
• https://www.nationallife.com/Financial-Calculators-Will-My-Savings-Last

Seminar marketing

• Several previously approved presentations and invitations in the Marketing Hub (Marketing>>Market Yourself>>Marketing Hub)
• 403(b)/457(b) plan sponsor seminars can be found on the agent portal under Marketing>>Retirement Business>>Plan Sponsor Marketing
• CPA seminars – for use with CPA’s and other financial professionals such as attorneys and accountants – can be found under Marketing >>CPA Advantage>>CPE Seminars
• Approved seminars can also be found in various eKits (Marketing>>Market Yourself>>Marketing eKits) and Marketing Campaigns (Marketing>>Marketing Campaigns)

Turnkey marketing kits

There are numerous eKits (Marketing>>Market Yourself>>Marketing eKits) and Marketing Campaigns (Marketing>>Marketing Campaigns) on various topics such as the 403(b)/457(b) marketing space, life insurance and retirement, IRAs, living benefits, social media, etc. They contain marketing materials and best practices for using them.

 

If you have further questions, especially if your marketing requires our review and preapproval, the Advertising Guidance Team (AGT) is available at AGT@nationallife.com, or by calling (802) 229-3129.  We wish you successful marketing!

 

National Life Group^® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.  Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. All companies, unless otherwise noted, are affiliated and are located in Montpelier, VT.