At the beginning of the year, we shared with you the clear vision we had for 2020. Unfortunately, 2020 had its own plans and our world was turned upside down. One thing; however, remained the same — customers still needed life insurance protection. And with your help, we’ve continued to offer sound planning solutions to help meet the needs of your customers and provided electronic solutions that made it easier for you to do business in today’s world.
As we head into September, there’s no doubt this year’s Life Insurance Awareness Month is going to look a little different than it has in the past. But, it’s still an important opportunity to help clients understand the value of life insurance.
Here are some marketing tools that can help in your life insurance sales efforts:
- Microsites: Our Life, Simplified site includes materials and videos for our simplified issue products, and our IUL University site contains a library of IUL training videos and materials for our fully underwritten products.
- Map Your Course Materials: This packet of materials helps prepare clients for the risks they may face in retirement and helps them plan for these risks using an Income Advantage IUL policy.
- Prospecting Mailers: You can select from a variety of mailers that can be personalized and sent to clients.
- Life Insurance for Living Brochure: This brochure helps clients understand the value of life insurance. It’s available in both English and Spanish.
- Underwriting Program and e-Application Materials: Our Accelerated Underwriting, Speed eTicket (drop ticket) and Automated Underwriting flyers and our e-App Training Videos help explain our Underwriting programs and e-Application processes, and how business can get issued faster.
We Appreciate Your Business
While our vision for 2020 didn’t turn out exactly as we planned, we’ve still had a great year and we have you to thank for that. Thank you for your patience as we transitioned to a work-from-home environment. Thank you for your loyalty to Mutual of Omaha. And most of all, thank you for your dedication to your customers and to our industry.
We hope you have a wonderful Life Insurance Awareness Month. If there’s anything we can do to assist with your marketing efforts, please contact your Life Sales Director or your Account Executive.
Life Insurance Awareness Month is Here
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