National Life Group Gift for Life

Gift for Life

Many grandparents want to gift something meaningful and worthy to their grandchildren, but often don’t think of purchasing life insurance. Purchasing a life insurance policy for a grandchild, especially while they are young, can help set them up for financial stability and security in the future.


This eKit provides material you can use to prospect and educate your clients on giving the “Gift for Life”.


Educate Yourself

Here are some useful pieces that can help you understand the strategy, the products, and the benefits to your clients.


Find Your Target Clients

Ideal client prospect:

Grandparent

or

Has savings in cash, CDs or other taxable accounts

or

Does not want to take RMDs, but is over 70 ½


ESI representatives, use Referral Edge to identify ideal prospects.
Learn More


Hold a Seminar or Event

Now that you have found the right people, it’s time to connect with your potential clients. The following material can help you connect with and educate your prospects on the benefits of gifting life insurance.

Seminar Invite Email

Cat No. 104303

Client Seminar

Cat No. 104301

Cobranded Postcard

Cat No. 104304

Please note that personalized presentations and invitations require prior compliance approval.


Have a Client Education Meeting

Use these pieces before, during or after your meeting to help you explain how life insurance, fixed indexed annuities and living benefits work.

Questions?

Call Erin Hunt with any questions at 802-229-7030, or email her at ehunt@nationallife.com