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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, we’ve prepared a range of promotional assets for you:

🌟 Ready to Turn Your Current Clients into Life Insurance Clients? 🌟

 

Struggling to hit your carrier’s life insurance targets? It’s time for a smarter approach with our How To Cross-Sell Life Insurance Training Program! 🙌

 

What you'll get:

 

✅ A proven strategy to help your team succeed

 

✅ Ready-to-use scripts that can be applied immediately

 

✅ Ongoing support to ensure consistent growth

 

🎉 Course goes LIVE on January 15, 2025 – but here’s the best part:

 

Get it now for only $295 (before the price increases)! 💥

 

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

 

🎯 [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.

Here’s what the program includes:
💼 Final Expense Markets
🎯 Incentive Plans
🏆 Goal Setting
📈 Accountability Plans
📝 New Business Cross-Sell Quote Sheet
🔄 Renewal Review Cross-Sell Form
🔏 Endorsement Cross-Sell Form
❓ Sample Underwriting Questions
🤝 Plan for Non-Licensed Team Members
💬 Earning Buy-In
🔄 Life Changes to Recommend Life Insurance
💭 Overcoming Life Insurance False Beliefs
⏰ Finding Time to Cross-Sell
🗣️ How to Ask for Life Insurance
📜 Scripts for Success
🎭 Role-Playing Videos
☎️ Outbound Phone Call Plan
🧠 Underwriting Strategies
🚫 Handling Objections
💬 Presenting the Quote
🔄 Follow-Up Best Practices
✅ 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.

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

 

To your agency’s growth,  

AGENCY NAME





If you’re able to share, please tag us in your posts—we’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:
📧 kelly@agencyperformancepartners.com
📞 401-316-8004

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