Connect With More Prospects
Reach more potential customers about their life and retirement needs
Manage Your Business with New Online Alerts and Notifications
New Alerts and Notifications on accessallstate.com make it easier than ever to determine what customer policies need attention and action now.
- Find out how to use these new tools by reviewing the Managing Online Alerts and Notifications Helpful Hint.
- Then take a site tour of the new Alerts and Notifications.
- Log in to accessallstate.com today to get started.
Follow-up on August 27 Cross-Sell Mailings
Starting September 4, stay up to date on your cross-sell leads on My Work Items
Review the samples of letters your customers may receive.
Ages 25-49
No Rate TrueTerm
(sent to 50% of the target age range)
Variable Rate $250K TrueTerm
(sent to the other 50% of the target age range)
Ages 50-59
No Rate TrueTerm*
(sent to 50% of the target age range)
IncomeProtector Annuity*
(sent to the other 50% of the target age range)
Ages 60-70
$50K TrueTerm final expense letter*
(sent to 50% of the target age range)
IncomeProtector Annuity*
(sent to the other 50% of the target age range)
Use Survey Data to Connect with Customers About Financial Needs
Use key findings from the first Allstate Life Tracks Poll to help educate customers about securing the right amount of financial protection for their families. To the right are some highlights...
Visit the Life Tracks section on myallstatefinancial.com for more information.
90% of Americans are confident they have the right information to make well-informed financial decisions, a good number of those people admit to lower levels of understanding when it comes to selecting financial products.
28% of respondents could not determine if term or whole life insurance would have a higher premium or offer a better return, and more than 30% answered both questions incorrectly.
"An Introduction to Selling Life Insurance"
In June a new "An Introduction to Selling Life Insurance" brochure was introduced to producers in the Field and feedback has been positive.
Review this new brochure for information on how to start conversations with customers regarding life insurance and sell then sell Allstate life insurance products.
Download the Brochure
Sell New Products
Sell new and improved products to meet the life and retirement needs of customers
Enhanced TrueTermSM Life Insurance Product
TrueTerm is an affordable and flexible term life product. Two new product enhancements make it stand out in the market as uniquely flexible and customizable - adding even more value to the customer.
TrueTerm resources have been updated to reflect recent rate changes. Review the TrueTerm Marketing Resource Guide and then order the piece Single Sign On to accessallstate.com and select Order Marketing Material from the Sales Tools menu.
IncomeProtectorSM Video
Watch the Allstate IncomeProtectorSM consumer video and use it to inform customers of this product. For tips on how to use the video with customers, refer to the flyer.
Protector Series Annuity Products
Two new Allstate fixed indexed annuity products were introduced to the market in April - Allstate IncomeProtectorSM and Allstate GrowthProtectorSM.
Protector Series resources have been updated to reflect recent rate changes. Review the Protector Series Marketing Resource Guide and to order the piece Single Sign On to accessallstate.com and select Order Marketing Material from the Sales Tools menu.
To order copies of the IncomeProtector video DVD Single Sign On to accessallstate.com and select Order Marketing Material from the Sales Tools menu. Click Browse Catalog and then enter form #FIN2407-1 into the Quick Search field on the left hand side. This piece can be ordered in quantities of 1-10.
Increase Policies Issued
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Destination: Success
Don't miss the half-day market meetings - Road Trip to 2013 - being held within your region this fall.
Road Trip to 2013
The Road Trip to 2013 sessions help you better understand the various new life insurance products, tools, resources and processes available to you, and create a personalized action plan for driving success this year and building momentum for 2013.
- Optimizing your compensation
- Growing your business with competitive products
- Leveraging underwriting and service enhancements
Follow-up webinars provide you education to help finish the year strong
Follow-up webinars provide you education to help finish the year strong Participate in any of a new series of webinars to learn more about; new TrueTerm product features, Protector Series (including a separate session for compact states AK, MN, MO, OR, PA, UT, WA, NJ), new underwriting enhancements and/or proven sales strategies. These sessions will provide you with information and tips that will help you sell life and annuity products, implement successful sales processes and, ultimately, achieve your AF goals. Agency staff is also encouraged to attend these webinars.
- Visit the webinar online event center today for session details, current session schedules and to register.
- Select the webinar(s) that meet your needs and schedule - both long (60 minutes) and short (15 minutes) sessions are available (click on the "Details" icon to find out the length of each session).
- Encourage your agency staff to attend any appropriate webinars.
Maximize Your Compensation with Allstate Financial
New compensation resources are available to help you better understand Variable Compensation and Agency Bonus
Variable Compensation and Agency Bonus
View the Agency Compensation Presentation Review the variable compensation one-pager on Agency Gateway Read "How Allstate Financial Fits Into Your: Variable Compensation and Agency Bonus."
Monitor Your Progress...
Learn how to monitor where you are in terms of your Proprietary Policies Sold (PPS) goals by reviewing this one-pager. PPS results are now updated on a daily basis (NEW).
Learn New Sales Strategies
Attend an upcoming webinar hosted by Allstate Financial. Different topics and session lengths (60-minutes or 15-minutes) are available to meet your needs. Agency staff is encouraged to attend these sessions. Visit the webinar online event center today for session details, current session schedules and to register.EAs and EFSs: Use the EA/EFS Partnership Worksheet (FIN2476) to meet and discuss your 2012 and 2013 AF goals and requirements.