Life Happens - AccessAllstate

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S E P T E M B E R 2 0 1 2INTRODUCTIONNEW LIAMCUSTOMER TOOLSEXISTING LIAMTOOLSLIFE INSURANCECOVERAGE CHECKUPLIFE INSURANCE TAG& CO-OP ADSPerforming customer annual reviews are a great way to engagecustomers, understand their concerns and cross-sell financialproducts to auto and homeowner customers. Best of all, it mayhelp you increase sales.Life Insurance Coverage CheckupUpdated Life Insurance Coverage Checkup Kit (FIN1555-1)Successful EAs and EFSs who have incorporated a consistent annual review processinto their business say that they generate up to half of their sales through annualcustomer reviews. Top EAs and EFSs understand that if you make regular contactwith existing customers a priority, your sales results will improve.A revised Life Insurance Coverage Checkup Program Guide (FIN1555-1) is nowavailable. Its new digital format allows for instant access to all the resourcematerials, customer pieces, and sales tools.Life Insurance Coverage Checkup updates includes:• Affect of Inflation interactive PDF• Production Credit Estimator• Life Checkup Invitation Postcard• Protecting Your Life Essentials Life Waiver FormTo learn more about these tools and others, download your copy of theLife Insurance Coverage Checkup Program Guide. For questions regardingLife Insurance Coverage Checkup , please contact your Allstate FinancialWholesaling Team at (800)856-0934.Life Insurance Coverage Checkup Program Guide(FIN1555-1)Annual Review Alerts onAccessallstate.comMaintaining your ongoing annual review process will helpcustomers anticipate and keep their annual review appointments.The new Annual Review Alert feature in Access Allstate helpsmanage ongoing reviews by showing you which customers aredue for an annual review based on their birthday and policyanniversary date.For Broker-Dealer or Agent Use Only— not for use with or distribution to the public.©2012 Allstate Insurance Company allstate.com 08/12FIN2180-1 6
S E P T E M B E R 2 0 1 2INTRODUCTIONNEW LIAMCUSTOMER TOOLSEXISTING LIAMTOOLSLIFE INSURANCECOVERAGE CHECKUPLIFE INSURANCE TAG& CO-OP ADSEighty-three percent of consumers believe most people need life insurance, and 65percent believe they need it personally. 1 Raise awareness and let consumers knowthat you are able to protect them with life insurance products from Allstate. Startthe conversation with a letter or email to people you know could benefit from lifeinsurance, like new mothers or a young couple starting a new life together.Reach out to Potential Customers with Resources from TaG &Co-op AdsAllstate’s Co-op Advertising Program provides advertising support to help youestablish a local market presence. What’s more, Allstate pays 50% of the totalcost of your approved co-op advertising media expenses. Available materialsinclude print, internet, and radio. Allstate's TaG (Target and Grow) platform allowsyou to access resources to help promote Life products to new and existing customers.Available materials for your unlimited use include letters, postcards, and emails.To view and order co-op ads, go to Gateway and select Build an AdLife Insurance Co-op Ads: (print and online)• Highlights how new, busy mothers have need for a life insurance review.TaG emailTaG PrintCo-op PrintTo view and order TaG resources, go to Gateway and select Target and Grow (TaG)1Bridging the Life Insurance Knowledge Gap, LIMRA, 2012 (p. 2)Guarantees are based on the claims-paying ability of the issuing insurance company.The Allstate Corporation, as parent, is not responsible for the debts and obligations of Allstate Life Insurance Company and Lincoln Benefit Life Company.Allstate Life Insurance Company is not responsible, as parent, for the obligations of Lincoln Benefit Life Company, American Heritage Life Insurance Company or Allstate LifeInsurance Company of New York.Life insurance issued by Allstate Life Insurance Company: Northbrook IL, Lincoln Benefit Life Company: Lincoln, NE, and American Heritage Life Insurance Company:Jacksonville, FL. In New York, life insurance issued by Allstate Life Insurance Company of New York: Hauppauge, NY.If you have any questions concerning any processes, products, orders, or updates; your Allstate Financial Internal Wholesaler is available at (800)856-0934.For Broker-Dealer or Agent Use Only— not for use with or distribution to the public.©2012 Allstate Insurance Company allstate.com 08/12FIN2180-1
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