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Marketing Resources That Help You To Be “In the Know”

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Presentation on theme: "Marketing Resources That Help You To Be “In the Know”"— Presentation transcript:

1 Marketing Resources That Help You To Be “In the Know”
AIG Partners Group KOP Meeting – October 2016 Michelle Miller Kirsten Lees Doris Goodson Jane Hayes Read from slide. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

2 AIG Partners Group Marketing Team
Michelle Miller US Head of Marketing Life, Health and Disability Kirsten Lees Vice President Channel Marketing Levi Robinson Vice President Field and Product Training I’d like to introduce the AIG Partners Group Marketing that supports you. Read from slide. Doris Goodson Director of Marketing Jane Hayes Director of Marketing Nikki Ochab Associate Director of Marketing Trevor Keeble Director Field and Product Training AIG Partners Group is a sales and distribution unit of American General Life Insurance Company which is a member of American International Group, Inc. (AIG). FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

3 Agenda Know where to go – get what YOU need
Know how to use tools – provide added value Know how to improve communications – with everyone Read from slide. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

4 Marketing Resources Know where to go – get what YOU need
Read from slide. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

5 Know where to go AIG Partners Group New Agent Onboarding Playbook
We’re excited to announce that a new Partners Group New Agent Onboarding Playbook will be launched soon. It feature three main topics; People, Products and Process. Call out different areas of the Playbook by reading from the slide. aig.com/PGNewAgentPlaybook FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

6 Know where to go New Agent Checklist Compliance Manual
Licensing & Compliance New Business Processing Underwriting eStation Career Campus The New Agent Checklist is a critical piece of the On-boarding Playbook and covers key topics that will help agents get up to speed quickly. The checklist is interactive so after the agent reads/reviews an item they can mark it complete. This way they know what they’ve completed and what they still need to review. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

7 Know where to go QoL Training Playbook Presentations Product Materials
Training Power house! QoL Training Playbook Presentations Product Materials Comparison Pieces Sales Ideas InsMark Playbook And More! Read from slide. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

8 AIG Partners Group eNewsletter
Know where to go AIG Partners Group eNewsletter Monthly – First Tuesday of the month Product updates, contests, new resources, etc. Copy and paste these stories for your use/promotions In The Know eNewsletter – Coming soon Legal and compliance news – product and process updates Read from slide FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

9 Email Know where to go Webinar Landing Page Upcoming Webinars
No password required! Calendar links included Updated monthly Additional tools & resources Read from slide FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

10 Know where to go eStation Product & Marketing Materials
Access to WinFlex & iGo eApp Sales Tools & Calculators Recognition Information Additional tools & resources Read from slide FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

11 QualityofLifeInsurance
QualityofLifeInsurance.com Know how to use the tools - Education & Promotion Read from slide FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

12 Quality of Life – Protection no matter the Life Stage
Provides variety of conversation starters & selling tools Consumer focus covering personal needs & Generational Stories Provides education and solutions for life insurance needs as well as protecting and supplementing retirement assets Time saving resources include: Conversation starters – videos & sales tools Product solutions Last Spring we launched the QoL consumer website. Read from slide. QualityofLifeInsurance.com FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

13 Insurance that’s available when you need it most
Heart strings Options for today and all of tomorrow’s life stages I’d like to draw your attention to features that appeal most to Prospects and Clients. Read from slide Warm quotes about life FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

14 Quality of Life – Products
Conversation starters We have some compelling videos your agents can share with our powerful Chris Edwards video and our New Road to Retirement video which is a great conversation starter on QoL Max Accumulator+. Customer testimonial video – ABR conversation starter Road to Retirement video – IUL conversation starter FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

15 QualityofLifeInsurance.com/Producers
Learn. Train. Promote. Sell Features consumer and producer product materials Product training playbook Life Insurance Retirement Planning Generation Matters We just started the development of a QoL Producer website which will be your one-stop-shop for both Consumer and Producer materials. It will feature. . . Read from slide. The site will be available after Compliance approval which we expect to be in December. Once approved we will of course send out a launch announcement. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

16 QualityofLifeInsurance.com QoL Life To The Max – IUL education for industry professionals & clients No user ID or password required! Learn about the potential challenges to a successful retirement Addresses the need to diversify retirement assets Provides background on advantages of IUL products Showcases specific scenarios and the impact it has on retirement assets Our LIFE TO THE MAX sales tool is featured on our QoL Max Accumulator+ page. No user ID or password required! Can turn full scripting on/off – use as educational tool Learn about the potential challenges to a successful retirement: Market volatility Social Security reliability Tax brackets in retirement Inflation eroding spending power Longevity and failure to save enough Addresses the need to diversify retirement assets Provides background on advantages of IUL products Showcases specific scenarios and the impact it has on retirement assets FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

17 Generation Matters Campaign Know how to improve communications – with everyone
Read from slide FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

18 Improve Communications - With all Generations
Gain understanding of generational lens we all use Better understand and connect with others Improve relationships & communication effectiveness It helps everyone improve their effectiveness by addressing the generational needs and differences. They are more distinct than you may think. Each generation was shaped by different and specific milestones and cultural influences. These experiences create a “generational lens” or filter that biases what they say, think and act. Understanding these biases allows us to understand others better. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

19 Generational Marketing Campaign Improve sales effectiveness with customers across generations
Consumer & producer materials available – no user ID or password required Simple, easy-to-use site includes: Turn-key training program Conversation starters Client prospecting for each generation Infographics that discuss the financial needs/worries by generation This can also help improve relationships with office staff & co workers. It can even help outside of work in your personal relationships. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

20 Generational Marketing Campaign Improve sales effectiveness with customers across generations
Scripted Presentations Brochures Videos Reference Guides Read from slide. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

21 Questions? Read from slide
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

22 © AIG 2016. All rights reserved.
Thank you! Read from slide Policies issued by: American General Life Insurance Company (AGL), Policy Form Numbers 15646, ICC , 15442, ICC and A. Rider Form Numbers 15600, ICC , CA WMDR Rev0914, 13601, ICC , 82012, 82410, 88390, 15972, ICC , ICC , ICC , ICC , ICC , ICC , ICC , 15602, ICC , 15603, ICC , and Issuing company AGL is responsible for financial obligations of insurance products and is a member of American International Group, Inc. (AIG). AGL does not solicit business in the state of New York. Products may not be available in all states and product features may vary by state. Guarantees are backed by the claims-paying ability of American General Life Insurance Company. © AIG All rights reserved. FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION." Please visit for important consumer disclosure regarding accelerated benefit riders.

23 Read from slide American International Group, Inc. (AIG) is a leading international insurance organization serving customers in more than 130 countries.. AIG companies serve commercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurer. In addition, AIG companies are leading providers of life insurance and retirement services in the United States. AIG common stock is listed on the New York Stock Exchange and the Tokyo Stock Exchange. Additional information about AIG can be found at | YouTube: | LatestNews | LinkedIn: AIG is the marketing name for the worldwide property-casualty, life and retirement, and general insurance operations of American International Group, Inc. For additional information, please visit our website at All products and services are written or provided by subsidiaries or affiliates of American International Group, Inc. Products or services may not be available in all countries, and coverage is subject to actual policy language. Non-insurance products and services may be provided by independent third parties. Certain property-casualty coverages may be provided by a surplus lines insurer. Surplus lines insurers do not generally participate in state guaranty funds, and insureds are therefore not protected by such funds.


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