2024 Life Insurance Awareness Month Welcome to your ultimate campaign toolkit
Use the provided emails, SMS, and social posts to check in with clients and discuss their new coverage options, including living benefits. Set up your campaigns now!
Review our
before starting. Marketing Compliance Guidelines
Ready-to-send emails
Engage your existing clients with two emails encouraging them to review and upgrade their coverage. You’ll find assets to build the emails and send them directly to your clients.
Download assets
SMS blast
For the clients who are always on the go, send a quick, impactful reminder to review their coverage. Copy and paste the included message and start sending!
Download assets
Customized social posts
Drive clients directly to your agent website where they can start a quote or book an appointment with you. Download your agent QR code here and add it to the social post!
Download assets
Let’s make this month a success!
Reach out to your existing clients today, then start an agent-assisted app in the Ethos agent portal.
Create a quote at agents.ethoslife.com/quote
How to use the toolkit assets
Our step-by-step quick start guide
Ready-to-send emails
Pg Download the assets from the previous paga
=g If you have email software (ex. Mailchimp): Choose a header design and build the email using our template to send to a list of existing clients. Important note: You must have opt-in consent to send emails to clientsg -g If you don’t have software: Copy the email and send it manually from your business email account to existing clients
SMS blast
Pg Click the asset link from the previous paga
Text Message Tue, Nov 14 at 8:56 PM
=g If you have S M S mar k etin g software: U pload the template into the software and send it to a list of existing clients. Important note: You must have opt-in consent to send text messages to clientsg -g If you don’t have software: Copy and paste the S M S template into your phone and send it manually to existing clients
Hey [Client First Name] — September is Life Insurance Awareness Month! I work with Ethos to provide life insurance protection from top carriers in just minutes with no medical exam (just a few online health questions), so you can fill any gaps quickly. I’d love to chat with you about some exciting new coverage options that may fit your current needs. Reach out to me at 123-456-7890 or get a quote right now: agents.ethoslife.com/invite
Msg&data rates may apply. Text 'STOP' to quit.
C ustomi z ed so c ial p osts
Pg Download the assets from the previous pag a
=g Go to the agent portal and download your QR codb
-g Use a design tool such as Canva or Photoshop to insert your QR code into the social media graphi T M g Create an organic post or paid advertising campaign on your favorite social media platform using the copy and graphic
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