Marketing Kit For New Course - How To Cross-Sell Life Insurance

As a valued partner of Agency Performance Partners, we would love your support in promoting our latest course.

HOW TO CROSS-SELL LIFE INSURANCE. We believe this course could be a great resource for your audience and would be thrilled if you could help us spread the word.

To make it easy, weโ€™ve prepared a range of promotional assets for you:

๐ŸŒŸ Ready to Turn Your Current Clients into Life Insurance Clients? ๐ŸŒŸ

 

Struggling to hit your carrierโ€™s life insurance targets? Itโ€™s time for a smarter approach with our How To Cross-Sell Life Insurance Training Program! ๐Ÿ™Œ

 

What you'll get:

 

โœ… A proven strategy to help your team succeed

 

โœ… Ready-to-use scripts that can be applied immediately

 

โœ… Ongoing support to ensure consistent growth

 

๐ŸŽ‰ Course goes LIVE on January 15, 2025 โ€“ but hereโ€™s the best part:

 

Get it now for only $295 (before the price increases)! ๐Ÿ’ฅ

 

No more scrambling to meet life insurance goals โ€“ just a clear, effective plan to boost your sales!

 

๐ŸŽฏ [Course Link: https://bit.ly/3Ubnnsc]

 

#CrossSellSuccess #LifeInsuranceTraining #AgencyGrowth #BoostYourSales #InsurancePros

  • Sample Email Content

Dear Name;

We are excited to announce that Agency Performance Partners is launching a brand-new course, "How to Cross-Sell Life Insurance," on January 15, 2025! This comprehensive program is designed to provide insurance agencies with actionable strategies and tools to effectively cross-sell life insurance to their clients.

Hereโ€™s what the program includes:
๐Ÿ’ผ Final Expense Markets
๐ŸŽฏ Incentive Plans
๐Ÿ† Goal Setting
๐Ÿ“ˆ Accountability Plans
๐Ÿ“ New Business Cross-Sell Quote Sheet
๐Ÿ”„ Renewal Review Cross-Sell Form
๐Ÿ” Endorsement Cross-Sell Form
โ“ Sample Underwriting Questions
๐Ÿค Plan for Non-Licensed Team Members
๐Ÿ’ฌ Earning Buy-In
๐Ÿ”„ Life Changes to Recommend Life Insurance
๐Ÿ’ญ Overcoming Life Insurance False Beliefs
โฐ Finding Time to Cross-Sell
๐Ÿ—ฃ๏ธ How to Ask for Life Insurance
๐Ÿ“œ Scripts for Success
๐ŸŽญ Role-Playing Videos
โ˜Ž๏ธ Outbound Phone Call Plan
๐Ÿง  Underwriting Strategies
๐Ÿšซ Handling Objections
๐Ÿ’ฌ Presenting the Quote
๐Ÿ”„ Follow-Up Best Practices
โœ… Post-Bind Plan

This course offers a proven plan, ready-to-use scripts, and the support agencies need to confidently educate clients and cross-sell life insurance.

Weโ€™d love to partner with you in sharing this exciting launch. If youโ€™re interested, we can provide promotional materials such as sample social media posts, email content, and graphics.

 

To your agencyโ€™s growth,  

AGENCY NAME





If youโ€™re able to share, please tag us in your postsโ€”weโ€™d be delighted to engage and share them with our audience as well.

Should you have any questions or need further information, feel free to reach out to Kelly Donahue-Piro at:
๐Ÿ“ง kelly@agencyperformancepartners.com
๐Ÿ“ž 401-316-8004

We truly appreciate your support and partnership. Thank you for helping us make this launch a success!