Growing your client base

Whether you need a conversation starter or an entire campaign, turn contacts into clients with materials that are ready for sharing.

Campaigns in a box

We have created a series of multi-week campaigns that are compliance-approved and ready for delivery. Each week has multiple touchpoints, building momentum as you can continue getting the word out to relevant prospects. 

See all campaigns


Tips for generating referrals

#1:Ask your clients for referrals

And reward them for their efforts.

#2:Make it part of your social media

Make referral announcements and shout-out participants.

#3:Educate your clients 

The more they know about what you offer, the more they can refer you.

#4:Consider marketing automation

Leverage existing software and apps to automate newsletters and emails—and easily send them to interested parties.

Start reaching out to new clients

Browse through all our prospecting resources and download what you need to get the conversation going.

Browse stand-alone prospecting resources

 

 

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Disclaimer

Legal & General America life insurance products are underwritten and issued by Banner Life Insurance Company, Urbana, MD and William Penn Life Insurance Company of New York, Valley Stream, NY. Banner products are distributed in 49 states and in DC. William Penn products are available exclusively in New York; Banner does not solicit business there. The Legal & General America companies are part of the worldwide Legal & General Group. OPTerm policy form # ICC21-DTCV and state variations. In New York, OPTerm policy form # DTCV21-NY. NexTerm policy form # ICC21-DTCV1 and state variations. A Waiver of Premium Benefit Rider is available, Banner policy form # ICC09 WPTR and state variations (William Penn # WPTR). Children’s Life Insurance Rider, from # ICC16-CLIR and state variations, can provide life insurance coverage on eligible children. The Children’s Life Insurance Rider is not available in New York or Maryland and is not available on base plans with Term Riders or in conjunction with A-List Term. Children’s Life Insurance Rider premiums are guaranteed to stay level. Coverage expires at the earlier of the insured child’s 25th birthday, the base policy insured’s 65th birthday or base policy termination. Two-year contestability and suicide provisions apply. Policy descriptions provided here are not a statement of contract. Please refer to the policy forms for full disclosure of all benefits and limitations. For broker use only. Not for public distribution.