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The Innovative Update
Updates by Innovative Solutions
May 26, 2023
For broker use only.  Not for public distribution.  Reproduction of this material is prohibited.

Sales Ideas and Industry News
May 26, 2023

Our office will be closed on Monday, May 29, 2023 in honor of the holiday. 
Wishing everyone a happy holiday weekend.
Tips for Selling Life Insurance During Summer

Many people have been putting off getting a policy, and now that summer is here, they are taking a break from their daily routine. As an advisor, you can take advantage of this lull and pitch life insurance policies to new and current clients. Here are a few tips that will help you make the most of this season.

  1. Tailor your message for summer:  During the summer season, people tend to be in a more relaxed mood. Use this to your advantage and tailor your messaging to make it more appealing. For instance, you can relate to clients by saying, "you can go on vacation without any worries, knowing that your family is protected."

  2. Schedule policy reviews with clients:  Conducting a policy review not allows you to review coverage, but it helps you develop a deep understanding of your client's life, finances and unique circumstances. You can use this information to tailor your communication and recommendations to their specific needs. Guiding clients through life's changes and helping them feel secure will increase their trust in you as their advisor and position you as a thought leader allowing you to stay ahead of the game.

  3. Social media engagement:  During the summer season, your clients spend more time outdoors and on social media. Make sure you're talking to them where they are by incorporating a robust social media strategy. For instance, you can create social media posts that talk about how a person can enjoy summer more with life insurance, using hashtags like #SummerOfLifeInsurance.  Check out the one marketing campaign below to jump start your efforts.

Marketing to Millennials


Millennials don’t like to be sold. They are known for doing their own fact-checking before they buy, so we simply need to get their attention, spark some thought, and provide tools to help them make their own informed decisions.  Partner with the newest generation of life insurance buyers now to secure a stronger future.
Download the materials below from Banner/LGA and reach out to your sales leader about how to put these ideas into action.
View the advisor guide
Download the campaign

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222 N. Pacific Coast Hwy. Ste 2000 | El Segundo, CA 90245
For broker use only. Not for public distribution. CA License #0C15062
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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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