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Tools

Get tools to help you get started prospecting and selling:

Marketing Materials

PRODUCER MATERIAL

Seller's Guide

Level up your income protection sales with this in-depth guide featuring prospecting tips, a market overview, sales ideas and much more.

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CONSUMER MATERIAL

Social Media Kit

Get ready-to-use posts for prospecting and more with our complete social media guide for disability insurance.

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CONSUMER MATERIAL

Consumer Brochure

Educate your clients about the importance of Income Protection, including its flexible features and optional riders.

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CONSUMER MATERIAL

Consumer Video

Share this brief video with clients to help quickly and easily educate them on the value of income protection.

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Producer Material

Highlight Sheet

Get highlights for Income Protection with weekly benefits and options for Accident & Sickness or Accident-Only coverage.

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On-Demand Training

Get ready to start selling

This 5-minute overview explains the need, key product features, sales ideas, and the easy application process.

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Emails

Email for New Loans

Use this message to promote Income Protection to clients who have just been approved for a loan.

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Email for New Homeowners

Use this message to promote Income Protection Disability Income Insurance to clients who have recently purchased a new home.

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Email for New Home Coverage

Use this message to promote Income Protection Disability Income Insurance to clients who have just purchased or changed home insurance coverage.

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Email for Income Protection

Use this message to promote Income Protection Disability Income Insurance to any clients who might need it.

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Phone Scripts

Income Protection Sales Script 1

Generic Approach

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Income Protection Sales Script 2

Mortgage Protection Approach

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