For Agent/Financial Professional Use Only – Not For Use With The Public

National Life Insurance Company® | Life Insurance Company of the Southwest®

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest (LSW),Addison, TX and their affiliates. Each company of NL Group is solely responsible for its own financial condition and contractual obligations. LSW isnot an authorized insurer in New York and does not conduct insurance business in New York.

JOINT MARKETING STRATEGIES

For Agent/Financial Professional Use Only – Not For Use With The PublicTC116655(0920)3

For Agent/Financial Professional Use Only – Not For Use With The Public

AGENDA

Review Goals & Objectives

Your Marketing Strategy

Create a Marketing Plan

The Next 12 Week Strategy

2

For Agent/Financial Professional Use Only – Not For Use With The Public

Goals & Objectives Begin with the end in mind…

• What do you want to get out of this partnership?• What are your biggest concerns? • When do you plan to get started? • How do you want to be compensated?

3

For Agent/Financial Professional Use Only – Not For Use With The Public

Your Marketing Strategy

4

Break your plan down into 12 week blocks

For Agent/Financial Professional Use Only – Not For Use With The Public

THE PATH TO SUCCESS

MEET REGULARLY1

SET GOALS2

DEVELOP AN ACTION PLAN3

ONGOING TRAINING4

5

For Agent/Financial Professional Use Only – Not For Use With The Public

Announcement to your clients

ANNOUNCEMENT CARD / LETTER FOLLOW-UP PHONE CALL

6

For Agent/Financial Professional Use Only – Not For Use With The Public

TELLING YOUR STORY

WHAT’S YOUR STORY AS A TEAM?

7

For Agent/Financial Professional Use Only – Not For Use With The Public

CONDUCTING AN INSURANCE CHECK-UP

8

For Agent/Financial Professional Use Only – Not For Use With The Public

LIFE INSURANCE PORTFOLIOS GENERALLY NEED FIXING

Initial arrangements were improper

Client circumstances have changed

Tax environment has changed

More appropriate contracts now available

9

For Agent/Financial Professional Use Only – Not For Use With The Public

BENEFITS OF INSURANCE CHECK-UP

Client gets “2nd opinion” on existing arrangements

Additional client needs identified

10

For Agent/Financial Professional Use Only – Not For Use With The Public

QUESTIONS?