How to use estate planning to grow your business Most consumers don’t know they can create a legal will at no additional cost. Here’s how to bring it up.
Include it in your sales scripts. Share this valuable perk with all eligible new clients.
Re-engage someone who got a decision but didn’t activate a policy. Use estate planning as another reason to reach out and ultimately convert these customers.
Get referrals from existing policyholders. Ask existing policyholders with access to Ethos estate planning tools if they can refer friends and family.
Improve retention by supporting them through more life needs. For customers who are going to lapse, use estate planning as a differentiator to ensure they feel supported through multiple life events.
Reach out to policyholders with expiring terms. If someone’s term is close to expiring, give them a reason to renew by creating a legal will and trust.
Provide support for major life events. Use major life events, like buying a house or having a child, to pitch the combination of life insurance and estate planning.
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