| Adapted Life Annuity - Sales Material and Tools |
|
|
A critical illness can be a sensitive subject. We designed a few tools to help you contact clients who may be interested by an adapted life annuity.
Marketing Material
 |
"We Care about Your Health" Flyer
Explains how the adapted life annuity works and what its advantages are. Can be inserted in an envelope for a mass-mailing or a segmentation project, or handed at a meeting
We Care about Your Health - 04071E
 7 pages - 315 kb
|
Sales tools
Prospecting Letter - Potential client
To suggest the adapted life annuity to potential clients between 50 and 70 years old.
Prospecting letter: adapted life annuity
Potential client between 50 and 70 years old, critical illness
 1 page - 36 kb
Prospecting Letter - Existing client
Within a segmentation project, this letter can be sent to existing clients between the age of
50 and 70 suffering from a critical illness.
Prospecting letter: adapted life annuity
Current client between 50 and 70 years old, critical illness
 1 page - 36 kb
"Adapted Life Annuity: For Your Peace of Mind" Presentation
To inform your clients of the consequences of a critical illness on their financial health and to explain to them how an adapted life annuity can be helpful. You can use it when you meet with a client suffering from a critical illness.
Adapted Life Annuity: For Your Peace of Mind
 20 pages - 239 kb
|
|