Life Materials
Life Insurance Marketing Tool Overview
Essentials for Stronger Life Sales provides a complete overview of Allstate's life insurance marketing resources. Promote life insurance awareness and build sales during Life Insurance Awareness Month (LIAM) or all-year round with customizable co-op advertising.
Life Underwriting Guide
The Life Underwriting Guide provides general guidelines of common underwriting situations to help support your life insurance sales.
Life Insurance Coverage Checkup
Developed with input from successful financial professionals, the Life Insurance Coverage Checkup (Life Checkup) program provides a proven process to help develop more profitable relationships with current customers. We call the process the 4 C's to successful Checkups: Commit, Connect, Consult and Close. Find out more today with the Life Checkup Quickstart Guide Materials. For a complete listing of all the materials that support the Life Checkup program, visit accessallstate.com > Sales Tools > Sales Support > Advertising > Life Insurance Coverage Checkup.
Life Insurance Education
Allstate’s Life Insurance Education Guide is a catalog of courses designed to give EAs, EFSs/FSs, Licensed Sales Professionals (LSP), and Support Staff a foundation for furthering life insurance knowledge and expertise to achieve business goals. The courses help you hone your life insurance sales skills and are available in classroom instructor led, online LRN, and virtual classroom formats.
Target and Grow (TaG)
Target and Grow (TaG) is a web-based, direct-marketing tool that offers a variety of direct marketing options - including turnkey mail campaigns (postcards and letters), electronic prospecting lists, and the ability to produce direct mail campaigns. With TaG, you can even purchase and manage customer and prospecting direct-mail lists from one easy-to-use location.
realLIFEstories®
Use realLIFEstories to help initiate customer conversations, during customer meetings and annual reviews or in conjunction with the Life Essentials consumer workshop.
Executive Advantage
Work with your agency partners to use Executive Advantage, which brings together the vendor resources you need to advertise, promote, and grow your financial services business, such as Target and Grow (TaG). Discover how both agencies and financial professionals can benefit from this resource today with the Executive Advantage overview presentation.
Declining UL Customer Notification Program
The goal of this program is to improve the customer experience by proactively communicating, beyond the annual statement, with specific Allstate universal life customers who are experiencing year-to-year declines in their life policy values and potential premature policy lapses. The Declining UL Customer Notification Program Guide helps you prepare for and understand how to assist customers with declining policy values. The program provides the opportunity to assist the customer in making the necessary changes to his/her policy to keep it from lapsing.
Consumer Marketing Materials
Did you know that you can now find financial marketing materials for consumers on accessallstate.com? View financial marketing materials today at accessallstate.com > Sales Tools > Sales Support > Advertising > Approved Advertising & Consumer Materials. Materials shown on accessallstate.com are available for ordering in the Material Ordering and Distribution (MOD) application, unless otherwise specified, by clicking accessallstate.com > Sales Tools > Order Marketing Materials.