–Making the Sale–

Quotation icon

Effective Client Conversations

Effective Client
Conversations

  • • Access training
  • • Get talking points
  • • Use with clients
Computer icon

Winning Producer Videos

Winning
Producer Videos

  • • Hear successful strategies
  • • Get training
  • • Enhance prospecting
Chess piece icon

Unique Strategies

Unique
Strategies

  • • See new opportunities
  • • Leverage 20 min training
  • • Use “napkin tools”
Discover prospects and provide value to clients by raising awareness of consumer challenges.
 Step 1: 
Access training tools: learn about retirement and longevity challenges
 Step 2: 
Review key talking points
Raise awareness of retirement and longevity challenges. Each statistic has a timely and relevant story. How do they relate to your specific client(s)?
How to use with clients
Discuss/show the health and retirement infographics and video during face-to-face meetings with clients and prospective clients.
Email video link and fillable health and retirement info-graphics to prospect database as well as current clients.
Fill your pipeline using solutions-based messaging for consumer challenges.
 Step 1: 
Access training tools: learn about life insurance as an income stream
 Step 2: 
Review key talking points
Introduce the use of life insurance as an income stream – a new concept for many people.

This is not your grandparent’s life insurance, for the first time the insured can use the death benefit while living. Life insurance with living benefits can play a role in your client’s retirement income strategy.
Introduce the idea that a unique life insurance solution can answer three of the top concerns retirees face.
 Step 2: 
Review key talking points
For the first time, universal life insurance can help mitigate pre and post retirement risks, whether you 1) live too long, 2) die too soon or 3) get sick along the way.

Learn more about living benefit riders that offer unique protection and are currently only available through the Asset Protector.
Turn-key programs for Brokerage General Agencies (BGAs) to engage and train producers on new market opportunities to help them grow their business.
 STEP 1 
Set up a webinar or meeting to discuss retirement protection market opportunities.
 STEP 2 
Run meeting with your producers. Coordinate with your AIG RVP if desired.
 STEP 3 
Send follow up flyer to producers for specific action items they can do immediately
 STEP 1 
Set up a webinar or meeting to discuss “LTC vs CI” market opportunities.
 STEP 2 
Run meeting with your producers. Coordinate with your AIG RVP if desired.
 STEP 3 
Send follow up flyer to producers for specific action items they can do immediately
Napkin Tools are popular training tools that help you create more effective and impactful meetings with clients. Review the training for each section, learn the story and be able to create your own napkin tools drawing/discussion in client meetings.
Discover prospects and provide value to clients by raising awareness of consumer challenges.
Access training tools: learn about retirement and longevity challenges
Review key talking points
Raise awareness of retirement and longevity challenges. Each statistic has a timely and relevant story. How do they relate to your specific client(s)?
How to use with clients
Discuss/show the health and retirement infographics and video during face-to-face meetings with clients and prospective clients.
Email video link and fillable health and retirement info-graphics to prospect database as well as current clients.
Fill your pipeline using solutions-based messaging for consumer challenges.
Access training tools: learn about life insurance as an income stream
Review key talking points
Introduce the use of life insurance as an income stream – a new concept for many people.

This is not your grandparent’s life insurance, for the first time the insured can use the death benefit while living. Life insurance with living benefits can play a role in your client’s retirement income strategy.
Introduce the idea that a unique life insurance solution can answer three of the top concerns retirees face.
Review key talking points
For the first time, universal life insurance can help mitigate pre and post retirement risks, whether you 1) live too long, 2) die too soon or 3) get sick along the way.

Learn more about living benefit riders that offer unique protection and are currently only available through the Asset Protector.
Turn-key programs for Brokerage General Agencies to engage and train producers on new market opportunities to help them grow their business.
 STEP 1 
Set up a webinar or meeting to discuss retirement protection market opportunities.
 STEP 2 
Run meeting with your producers. Coordinate with your AIG RVP if desired.
 STEP 3 
Send follow up flyer to producers for specific action items they can do immediately
 STEP 1 
Set up a webinar or meeting to discuss “LTC vs CI” market opportunities.
 STEP 2 
Run meeting with your producers. Coordinate with your AIG RVP if desired.
 STEP 3 
Send follow up flyer to producers for specific action items they can do immediately
Napkin Tools are popular training tools that help you create more effective and impactful meetings with clients. Review the training for each section, learn the story and be able to create your own napkin tools drawing/discussion in client meetings.