Are your clients taking unnecessary risks?
September is here, which means Life Insurance Awareness Month (LIAM) is upon us—the perfect opportunity to remind your clients about the importance of having proper insurance coverage for whatever stage of life they’re in.
Take America professional stock car racing driver, model and advertising spokeswoman, Danica Patrick’s, story for example, will any of your clients be left with a devastating financial burden because of the death of a family member? Tragedies are unpredictable, but insurance plans are not. Contact your clients today to schedule a review, because whether your clients are single, newly married, putting their kids through college, empty nesters or retired, they have varying insurance requirements that need to be reviewed and taken care of.
Unsure how to start the conversation of reviewing life insurance? Help your clients prepare for life’s what ifs by asking them the following questions:
- What’s your “why” in life?
- Do you want to leave your kids’ futures to chance?
- Did you know open enrollment is right around the corner, which means you can update your insurance plans?*
- Do you want to leave your family with a financial burden in the event of an untimely death or tragedy?
Help your clients protect the ones they love by providing them with the life insurance they need. It’s never too early to start preparing for life’s uncertainties. The best part? We can help. CreativeOne has access to some of the best life insurance marketing materials in the industry and would love to provide them to you in order to assist you in reaching your clients. Contact your life sales relationship manger at 800.992.2642 for access to these marketing materials.
*Enrollment periods give employees an opportunity to review their insurance coverage and see if it is right for their needs. Open enrollment periods vary from company to company, so contact your HR department for your exact dates.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
Securities offered through Client One Securities, LLC Member FINRA/SIPC. Client One Securities LLC is a wholly owned subsidiary of CreativeOne.
CP-0826 – 2016/9/16
LIAM is brought to you by Life Happens, a non-profit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. Life Happens does not endorse any insurance company, product or advisor.