FAMILY FUN Who are they? Established families with older children. • Aged 35 – 55 • Family commitments • Growth of investments • Debt reducing • Looking for ways to minimise tax They’re finally free to treat themselves. Their health and insurance is of great importance to them as, with age, the likelihood of illness [...]
Moving On: Who are they? Mature singles and couples with no dependants. • Aged 30+ • Focussed on career • Long term debt through mortgage • No dependants • Large disposable income • Looking for ways to minimise tax • Open to investments They are wealth accumulators, working towards living the good life. They often [...]
Young families. Who are they? • Aged 25 – 45 • Career • Long term debt through mortgage • Marriage and children Their high mortgage repayments and children’s expenses restrict their otherwise healthy incomes. Possible product solution Income Protection: It will provide another income source, and help service mortgage. It provides peace of mind for [...]
Young, single and starting out. Who are they? • Aged 18 – 29 • Establishing career • No dependants • Short-term debt • Saving This segment typically believes they’re invincible, having an attitude towards sickness and injury of ‘it won’t happen to me’. Possible product solution Income Protection: It will provide another income source in [...]
A young landscaper working as a contractor to a larger organisation. He had just moved from home into his own rented house. With that comes responsibilities and commitments, which was the reason for taking out Income Protection. However, mid last year he took the ‘advice’ of a friend and decided to cancel his policy and [...]
There are always Stages of Life that clients go through. To make your marketing effective, especially within the insurance space, you need to understand each Stage of Life to determine your whether your message is appropriate. Over the next few weeks, we will be looking at different stages of a Client’s Life to help you [...]
Income protection – Provides a replacement income of up to 75% of your current income if you are unable to work due to sickness or injury. Also known as ‘income Replacement insurance’, ‘Disability Income insurance’ or ‘Salary Continuance Insurance’, it can cover you for short or long periods and offer various waiting periods to suit [...]
Life Insurance: Pays a lump sum on your death or the diagnosis of a terminal illness. So when the worst happens, your foresight will pay off the mortgage and other debts, provide for your children’s education, obtain child care and secure your family’s lifestyle. This will allow your family to focus on supporting each other, [...]
We have a range of letters that are designed for new and existing clients. If you would like to obtain templates for a campaign, please contact us for the letters below: Life Insurance: Existing Client Lead Letter Marketing to different Stages of LIFE: – New Customers – Lead Letter tool – Professionals – Lead letter [...]
Zach + his growing family: Zach (34) and his wife Anna (30) had everything they had dreamed of. A 3 year old son Jack, and another one on the way in two months time. Zach had also just been promoted to a senior electrical engineer and now earns an annual income of $90,000. Anna was [...]
