What If I'm Insurance-Only?

Campaigns for Insurance-Only Advisors

Our library is full of campaigns that insurance-only members can take advantage of and send to their contacts. 

Below you'll find our top recommended campaigns and some general information about how to modify any campaign to fit your needs.

Recommended Campaigns:

  • Campaigns around retirement
  • Retirement Income Teeter Totter Lead Generation
  • Retirement Success Lead Generation
  • Retirement Income Lead Generation
  • Life & Disability Lead Generation
  • Women's Money Blocks Lead Generation
  • Business Exit Lead Generation
  • Business Owner's Lead Generation
  • Retirement Prospect Engagement Campaign
  • Personal Connection Video | Do I Have Enough Insurance?

All Visual Insights Newsletters and financial adjacent content (seasonal cards, event campaigns, single emails, etc.)

Personalizing Any Campaign:

All campaigns can be personalized to explain how life and disability insurance ties into the top of the campaign. 

In a Visual Insights Newsletter, we recommend personalizing the "Financial Lesson" section.

In a Lead Generation Campaign, we recommend personalizing "Conclusion" on the Lead Magnet.