2023 Annual Millennial Estate Planning Study
What is prompting Millennials to create their estate plans? So what’s prompting Millennials to start estate planning? According to our data, the primary driving force was having a child followed […]
Social Media
Social Media and the Life Insurance Shopper
Online insurance platforms enable today’s consumer to control more aspects of the life insurance shopping process, including finding quotes and payment processing. With no major differences in use by gender, […]
Why aren’t Millennials buying life insurance?
There’s a popular expression these days: “Millennials killed [fill in the blank].” Mortgages, marriages and avocados are among the many things that have filled that space. Now, some want to […]
How to Respond to Client Complaints
Customer complaints — they come in the form of an angry email, a scathing online review, an awkward in-person encounter, a negative tweet, or an unexpected phone call. It’s tough […]
Negative Reviews & Customer Service Templates
Included in this document are prompts to get you thinking about what to write in your responses to customer reviews. Keep in mind – these responses are prompts and […]
25 Voicemail Script Templates
Below are 25 prompts for you to leave a helpful, quick, and actionable sales voicemail or voicemail greeting. While the words in each section should serve your purpose, we encourage […]
30 Follow-Up Email Templates
Craft the Perfect Follow-Up Email [+Templates] These 30 templates are completely customizable for you to use to send concise, direct, and respectful follow-up messages. Included in this document are 30 […]
Approved Social Media Marketing Content – Available Now!
Social media platforms are growing daily and can be used as an additional marketing resource. To help make this resource more accessible, we have created several preapproved social media posts […]
AIG Connections: New Client Case Studies + Tools!
A Smooth Business Transition Takes a Smart Plan Help clients create one A client’s small business is their livelihood in working years and their legacy when they retire or pass […]
Tell the IUL story, short and sweet
A Smooth Business Transition Takes a Smart Plan Help clients create one A client’s small business is their livelihood in working years and their legacy when they retire or pass […]