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September Issue: Life Insurance Awareness Month

Published on September 24, 2021

 

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September Issue: Life Insurance Awareness Month

Each September, our industry comes together to promote Life Insurance Awareness Month (LIAM) as a reminder to all Americans of the important role life insurance plays in their financial security. The global pandemic brought many new and unexpected challenges. Life insurance ensures families and businesses can have a bright future.

In this month’s See the Market Series newsletter, you’ll find a selection of timely resources that provide insights about what’s impacting life insurance ownership in 2021 and the important role life insurance can play in providing financial protection. Use the below resources to discuss solutions with centers of influence and clients so they can start to take action today.

Marketing Resources:

 

Life Insurance Awareness Month Resources from LIMRA

Use these grab and go conversation starters and plug them into your email, social media, or presentations and look like a LIAM pro! This pre-built campaign includes a campaign planner, social media graphics, calculators, flyers, videos, and more. Choose one or more promotions per week/month – simply copy and paste directly to the calendar and your email program. Click below for more details.

 

Customize Your Life Insurance Portfolio

Term vs. Permanent insurance - How much of each? We’ve created an interactive tool to help advisors determine which type of insurance best suits clients’ needs. We take the basic “Needs Analysis” to the next level and analyze the client’s risk tolerance and preferences regarding their future financial wellbeing. In addition to the amount of coverage, we also discuss the right make-up of an insurance portfolio which may include some term and some permanent coverage with cash value growth potential.

 

Life Insurance Policy Review Kit

Life insurance, like any financial asset, should be reviewed on a regular basis to make sure it is still meeting clients’ objectives. One of the most important functions we can perform is to monitor if clients’ life insurance policies are still applicable given their current financial and future goals. Click below for our new Gallagher branded Policy Review Kit.

 

Gallagher Life Insurance Questionnaire

Use this life insurance questionnaire to help you start a case by collecting all the right information up front.

 

Introducing Bestow - A Revolutionary Way to Sell Life Insurance

Gallagher is partnering with a new carrier with strong financial backing, and leading-edge technology with the goal of helping clients get term life insurance faster and easier than ever. No hoops, no headaches, just insurance .

Bestow’s application process is 100% online. Clients have the freedom to complete their application anytime, anywhere, and with no exams and automated underwriting, your clients will receive a decision on the spot. From beginning to end, a client may apply, qualify, and get coverage in as little as 5 minutes!

 

THANK YOU

 

We at GBS Insurance thank you again for your business. For more information or insurance quote requests, please contact your brokerage manager or give us a call at (800) 473-5966.

For agent use only - not for use with the general public.

Corporate License No. 0D87913

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21820 Burbank Blvd., Suite 301

Woodland Hills, CA 91367

Phone: (800) 473-5966

GBS Insurance and Financial Services, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

© 2021 Arthur J. Gallagher & Co. 

 

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