The way we do business is being transformed by the COVID-19 pandemic. How we stay in contact with and what we should say to consumers—the lifeblood of our business—needs to change, too.
This is also a very challenging time for the producers you work with. Now more than ever, they need to show up for clients as their trusted advisor, albeit virtually.
This Virtual Success Toolkit is your go-to for resources that will help you and the producers you work with thrive.
In addition, if there are any new resources or tools that you would find beneficial, or if you need help modifying or adapting existing resources please reach out to Erik Svensson at firstname.lastname@example.org.
New Graphics and Videos
We've created this new content featuring social-media graphics and videos to help connect with consumers virtually.
Here are four concrete actions consumers can take right now, including getting life insurance.
Faisa Stafford, President and CEO of Life Happens, explores top news articles related to life insurance, with trending word cloud.
These are the questions consumers currently have about getting life insurance, with clear explanations.
What do the experts say about life insurance looking ahead post-pandemic? Industry leader former Life Happens CEO and President Marv Feldman, CLU, ChFC, RFC, answer that question and more.
Learn how these advisors have been successful at community outreach during Covid-19, with easy best practices you can use to do the same.
5 tips (101 and more advanced, too) for better leveraging social media during these unprecedented times.
Learn to navigate the marketing landscape with these 10 tips for emails in today's climate.
Insurance pro Panos Leledakis discusses how to stay productive and offers advanced strategies for working from home.
Top producer Jennifer Mann does 80% of her business virtually, and offers easy tips so you can pivot your business, too.
Get Started Now!
The questions we are getting asked most right now are about social media: What should the tone be? What frequency is best? What kind of message is right? These questions all stem from the uncertainty we are all experiencing.
Below are tips that you can share with the producers you work with, but also may be applicable to your corporate channels as well. (For producers, you can also share this link: https://lifehappenspro.org/blog/social-media-during-social-distancing)
If you’d like guidance on your social-media strategy or would like to adapt graphics or the prewritten calendars we have, you can tap our in-house expert Devin Pascoe at email@example.com.
Life Happens Pro Blog
Most of us are doing something totally new: working from home. Learn some quick tips from a remote working “pro,” who has been doing it for more than a decade!
Your audience wants to hear from you but you're not the only thing in their inbox. Use these tips to stand out and get your message to your community now.
Insurance professional Panos Leledakis has advice on how to master Zoom, handle client objections, and use public webinars to keep your business going. Sign up for the webinar here.
Your clients are looking to you, their trusted advisor, for guidance during this stressful time. So, meet them where they are: online and on social media.
Book a speaker for your next meeting now
Guest speakers are an important part of industry conferences, and now you can include them virtually. Visit our list of talented industry speakers, who can deliver their unique subject matter through a variety of formats. Learn more with this webinar. (Reservations are only available to active corporate partners.)
Popular Real Life Stories
Here are a few of our popular Real Life Stories that you can share with clients.
Stephen Miller: Protecting the Future
Even though Katie Miller was a young mom of 2, she knew to plan for her family's future with life insurance.
Cathy Young: A Dream Lives On
Cathy and her daughters are set financially because Scott protected his family and his business with life insurance.
Traci Kovacic: Everything Will Be Okay
Traci says, “The hardest part was knowing that the love of my life was never coming home. But the reality is that everything else, including bills, stayed the same.”
Maria Loera: A Parent’s Sacrifice—and Gift
Roberto was able to build the American Dream for his family, and thankfully he protected it with life insurance. (English and Spanish)
Coleen Stokes: The Responsible Thing to Do
A young, single mom, Summer, bought life insurance to protect her baby boy. (P&C client)
Permanent Life Insurance: Remind Consumers About an Important Financial Lifeline
Now is the right time to reach out to consumers with a positive message: Remind them of the protection products they have put in place—including permanent life insurance. The ability for them to tap the cash value of their policy right now could be a financial lifesaver in the face of job losses and businesses shuttering.
And, it may be one financial lifeline they have forgotten about! Small-business owner Mike Jaap did during the last financial crisis. But his agent was there to remind him and help save his business from ruin.
Access all the Real Life Stories resources featuring Mike Jaap’s permanent life insurance/small-business story.
You can also link to these consumer posts and video that tell that story:
We create monthly calendars with prewritten social-media posts for each weekday. These posts strike an inspirational and educational tone that we recommend using as you navigate the changing situation.
We've curated this collection of inspirational graphics and quotes that we’re recommending during this time. Below is a sample of what you'll find or click the link below to view all of the resources. These are available unbranded or with your logo or branding. If you need assistance, reach out to Erik Svensson at firstname.lastname@example.org.
Leading Through C-19
Panel of Exceptional Women Webinar
Communicating with Clients During Challenging Times, Jill Judd, State Farm
NAIFA Town Hall, March 24
Opportunities Abound in Crisis, Tom Hegna
NAIFA Town Hall, March 25
Adapting to New Technologies, Ike S. Trotter
NAIFA Town Hall, March 26
Click here for others in the NAIFA Town Hall series
How Life Insurance Carriers Are Navigating the COVID-19 Crisis
ACLI CEO Susan Neely and AALU CEO Marc Cadin
Reassuring clients in uncertain times