Family protection solutions
Consider clients, typically between the ages of 29 and 45, who are parents of young or teenaged children.
A three-step approach to family protection
This approach can help you simplify the conversation with families when multiple solutions are needed to protect each family member. It's a flexible way to help you drive the conversation and tailor solutions to fit their needs and budget. When speaking with clients and prospects, keep these three steps in mind:
- Protect parents using life insurance
- Protect each member of the family with CII
- Protect children with life insurance
For example, with new clients you may want to start at step one and explore their needs. For existing clients, you may want to acknowledge the positive steps they've already taken and then proceed to the remaining ones.
Marketing and support materials
|Start the conversation:|
Articles on BrighterLife.ca:
Check out BrighterLife.ca for more articles.
Videos on BrighterLife.ca:
Send clients links to BrighterLife.ca
Brighter Life helps clients learn about topics that affect their everyday life. Sending clients links to specific Brighter Life articles helps you introduce the need to protect their family, before you talk about solutions.
Sunlife.ca has a page devoted to helping clients understand family protection options. Send clients a link to this page to make it easier for them to prepare and feel more comfortable before meeting with you.