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The Innovative Update
Updates by Innovative Solutions
February 24, 2023
For broker use only.  Not for public distribution.  Reproduction of this material is prohibited.

Sales Ideas and Industry News
February 24, 2023

The Power of Storytelling

Check out the resources that can help in your client discussions and experience. 

How cash value has value

Life insurance isn’t just about protection. With the right policy, clients can enjoy living benefits that can help set the course for a more comfortable retirement. A cash-value life insurance policy can help clients strategically achieve their goals, whatever they may be. Help clients prepare for life’s what-ifs with:
  • Cash flow opportunities through accumulation-focused products
  • Business planning strategies using cash value life insurance
  • Long-term care planning through LTC and chronic illness protection riders
Read the Blog from Lincoln Financial

Which product when?

To help clients prepare for life, let us help you align product solutions with client goals. Whether your clients are focused on protection or accumulation, Lincoln has indexed universal life solutions to meet their needs.
Meet Potential clients

The Power of Storytelling

Listen to the latest episode of "Hancock Talks" to hear how telling stories can help you connect with your clients — and communicate and clarify all that life insurance offers.

Marketing to Millenials

Misconceptions are deterring millennials from buying the life insurance protection they need. This generation (ages 27-42) represents a significant opportunity for the insurance and financial planning industries.  According to the LIMRA 2022 Insurance Barometer Study: 55% of millennials have no life insurance at all.  Visit the marketing page from Legal and General to get resources and help younger clients see how affordable life insurance can be.
Marketing Materials Page

1"2022 Insurance Barometer Study," https://www.limra.com/en/research/research-abstracts-public/2022/2022-insurance-barometer/

Marketing and Sales Updates
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Product Updates
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Disclaimer: Innovative Solutions Insurance Services does not give legal or tax advice.  This information is general in nature, may be subject to change, and does not constitute legal, tax or accounting advice from any company, its employees, financial professionals or other representatives. Applicable laws and regulations are complex and subject to change. For advice concerning your individual circumstances, consult a professional attorney, tax advisor or accountant. Underwriting offers are subjective and still subject to carrier requirements and full underwriting interpretation.

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