Transcript Know where to go - eStation - American General Life Insurance

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
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
AIG Partners Group Marketing Team
Michelle Miller
Kirsten Lees
Levi Robinson
US Head of Marketing
Life, Health and Disability
Vice President
Channel Marketing
Vice President
Field and Product Training
Doris Goodson
Jane Hayes
Nikki Ochab
Trevor Keeble
Director
of Marketing
Director
of Marketing
Associate Director
of Marketing
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
Agenda
 Know where to go – get what YOU need
 Know how to use tools – provide added value
 Know how to improve communications – with everyone
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Marketing Resources
Know where to go – get what YOU need
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Know where to go
AIG Partners Group New Agent Onboarding Playbook
aig.com/PGNewAgentPlaybook
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Know where to go
New Agent Checklist
 Compliance Manual
 Licensing & Compliance
 New Business Processing
 Underwriting
 eStation
 Career Campus
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Know where to go
QoL Training Playbook
Training Power house!
 Presentations
 Product Materials
 Comparison Pieces
 Sales Ideas
 InsMark Playbook
 And More!
www.aig.com/qoltrainingplaybook
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
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
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Know where to go
Webinar Landing Page
 Upcoming Webinars
 No password required!
 Calendar links included
 Updated monthly
 Additional tools & resources
www.aig.com/PGWebinars
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Know where to go
eStation
 Product & Marketing Materials
 Access to WinFlex & iGo eApp
 Sales Tools & Calculators
 Recognition Information
 Additional tools & resources
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
QualityofLifeInsurance.com
Know how to use the tools - Education & Promotion
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
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
QualityofLifeInsurance.com
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Insurance that’s available
when you need it most
Heart strings
Options for today and all
of tomorrow’s life stages
Warm quotes about life
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Quality of Life – Products
Conversation starters
Customer testimonial video –
ABR conversation starter
Road to Retirement video –
IUL conversation starter
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
QualityofLifeInsurance.com/Producers
Learn. Train. Promote. Sell
 Features consumer and producer
product materials
 Product training playbook
 Life Insurance Retirement Planning
 Generation Matters
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
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
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Generation Matters Campaign
Know how to improve communications – with everyone
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Improve Communications - With all Generations
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Gain understanding of generational lens we all use
Better understand and connect with others
Improve relationships & communication effectiveness
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
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
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Generational Marketing Campaign
Improve sales effectiveness with customers across generations
Scripted Presentations
Brochures
Videos
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Reference Guides
Questions?
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION
Thank you!
Policies issued by: American General Life Insurance Company (AGL), Policy Form Numbers 15646, ICC15-15646, 15442, ICC15-15442 and
15442-10A. Rider Form Numbers 15600, ICC15- 15600, CA WMDR 82001-5 Rev0914, 13601, ICC13-13601, 82012, 82410, 88390, 15972,
ICC14-14002, ICC15-15992, ICC15-15997, ICC15-15271, ICC15-15272, ICC15-15274, ICC15-15602, 15602, ICC15-15603, 15603, ICC1515604, and 15604. 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 2016. All rights reserved.
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION."
Please visit https://www-160.aig.com/life/qol/qol-disclosure for important consumer disclosure regarding accelerated benefit riders.
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 www.aig.com | YouTube: www.youtube.com/aig | Twitter: @AIG LatestNews | LinkedIn: http://www.linkedin.com/company/aig
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 www.aig.com. 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.