PLAYBOOK
TABLE OF CONTENTS
OVERVIEW TEAM MEMBER WORKFLOW
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TOOLS
TOOLS TEAM MEMBER WORKFLOW
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FOLLOW-UP
SET APT.
FOLLOW-UP
NURTURE
SUPPRESS
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TOOLS
MONITOR
TRACK
REVIEW
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TOOLS
MEET ALFRED
GOOGLE SHEETS
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LINKEDIN A
B
300 x 300 px—Your profile image should be a clear, professional headshot with only you in the photo.
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Principal Advisor & Founder, CorpStrat – The Life Insurance Audit™ for the best solutions in the market
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Southern California
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For over 30 years, CorpStrat has been an industry leader in providing businesses and professionals with the tools and strategies to protect and simplify the things they care about. We have developed a process called The Life Insurance Audit™ which is a proven, objective system, that ensures clients have the best possible insurance solution available in the market today.
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is a process that: ● ● ●
helps professionals analyze and measure the effectiveness of their life insurance plans, evaluate current and future projections of performance, determine if a current assessment of the client’s health can help to improve their position, or, validate a purchase made as ‘sound’.
We also have proven expertise in the following specialties: Employee and Executive Benefits, Payroll, HR technology, Key Man Coverage, Life and Disability insurance planning and retirement and supplemental accumulation strategies.
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LINKEDIN E
Include prior job history, including internships and relevant experience. Add in (with the dates this was launched to present date. E ç√
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1584 x 396 px
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MEET ALFRED
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GOOGLE SHEETS
Campaign Tracker
Houses all Meet Alfred campaigns
CSQ
Social Schedule
Contains planned LinkedIn posts
CSQ
Appointment Tracker
Tracks prospects in active conversations
CSQ
Follow-Up Responses
Additional follow-up messaging
CSQ
Suppressed Prospects
Keeps track of prospects who wish to not receive correspondence and converted customers
CSQ
Suppressed Companies
List of companies to avoid for outreach
CSQ
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CSQ DASHBOARD
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VERTICALS
TARGET AUDIENCE
Business owners & operators that have own a business for 10-20 years
50+ years old
Southern California (San Diego to Santa Barbara)
30-50 employees
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CAMPAIGNS
MEET ALFRED
Touch 1
Touch 1, v2
Hi {{first_name}}, If you own any type of life insurance, you may potentially have a huge problem. I created a process, The Life Insurance Audit, to help people who cash value life insurance understand the problems with their policies. Connect with me and let’s have a quick conversation. Best, Marty
Hi {{first_name}}, Recent articles in the NYTimes and WSJournal have detailed how cash value life insurance policies are being negatively impacted. We’ve created a unique process, The Life Insurance Audit, to help identify these dangers and the implications. Please connect to learn more. Best, Marty
Hi {{first_name}}, Thanks for connecting! For context, my company CorpStrat provides insurance, employee benefit and payroll solutions to business owners across the US. We've been in business for over 30 years.
Touch 1, 2v2
I’m approaching you about a potentially huge problem, one that many people aren’t even aware of. If you own any type of life insurance that accumulates, named Universal’, ‘Variable’ or ‘Index’,or ‘Whole Life’ then this is extremely important for you. These types of life insurance have been negatively impacted by changes and volatility in interest rates, and policy performance. Many of these policies are going to fall apart. People have no idea about this. We’ve developed a unique and revolutionary process, called The Life Insurance Audit™ which helps people objectively identify and assess these risks, giving you peace of mind about your life insurance policy. Own one of these policies? Let’s have a quick 10-minute conversation. My assistant will coordinate or you can schedule a call this week or next at www.MartyLevy.com Warmest Regards, Marty
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MEET ALFRED
Hi {{first_name}}, How much do you know about your life insurance policy? For most people, the answer is probably, “not much.”. You likely have a policy and know its value - and that’s about it! I estimate over 50% of policies are NOT the best solutions available on the market today. Why is that? ● ● ● ●
Touch Touch 1 1
Interest and dividend crediting rates have changed Underwriting philosophies have changed People are living longer The insurance industry structure has changed
The insurance market doesn’t sit still - and neither should you. We’re seeing policies requiring higher premiums to assure coverage, or lapsing altogether; plus significant reductions in interest/dividend crediting, resulting in lower plan values. The harsh reality is that if you purchased a policy in the past 10 years, your coverage may be a ticking time bomb...ready to explode and leave you uninsured. That's why we created The Life Insurance Audit - to help people understand those complex and confusing life insurance annual reports. Insurance companies simply don’t provide the type of support you need to assess evolving risks associated with your plan – and most agents are long gone once the policy is sold. Have a policy that's not being guided? Are you interested in discussing how The Life Insurance Audit™ could help you? Let’s have a chet. Best, Marty
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MEET ALFRED
Hi {{first_name}}, As one of Southern California’s largest and most reputable brokers, it’s our responsibility to help deliver the best insurance solutions to small business owners across the US. Over the past couple of years, thousands of Universal life policy holders have been informed that their insurers are using the fine print of their policies to increase their long static ‘premiums’ - but we can help.
Touch Touch 1 2
At CorpStrat, we’ve developed a program called The Life Insurance Audit™ to identify, assess and manage policy risks. This program is designed to ensure that every client has the best possible life insurance solution available in the market today. The audit is an OBJECTIVE evaluation of your current policy, including comparisons to today’s marketplace. The program provides a consultative review and results in a professional presentation, and an analysis by experienced industry veterans. Laymen simply are not qualified to understand the mechanics of life insurance policies. Please let me know if you are available this week or next, and my assistant can schedule a time for us to discuss further? Warm regards, Marty
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MEET ALFRED
Hi {{first_name}}, Just following up with a little more information on The Life Insurance Audit™. If you own a ‘Universal’, ‘Variable’, ‘Index’ or Whole Life’ policy, your policy may not be what you think……. As interest rates fall, we are already seeing several troubling signs for policyholders, including:
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Major insurance carriers announcing increases in the ‘raw costs’ of certain policies Some carriers limiting amounts of insurance they are willing to write Thousands of universal life policyholders informed that their insurers are using the fine print of their policies to increase their premiums. This could be you.
I created a process called The Life Insurance Audit™, to help people identify these dangers, and help assure them that they have the best possible strategy for optimal policy performance. I’d really like to connect personally with you over a brief 10-minute phone call to see if you can benefit from an audit.. My assistant would be happy to schedule a call at your convenience. Warm regards, Marty
Hi {{first_name}}, Circling back here regarding our unique process, The Life Insurance Audit™?
Touch Touch 1 4
Our team, which recently featured in the Los Angeles Business Journal, is currently working with hundreds of small business owners to perform an audit on their life insurance policies. We’ve uncovered many dangers that these policyholders would’ve been unaware of until their coverage failed. Understanding life insurance mechanics simply isn’t something a layman is capable of doing. Let’s see if you are a candidate for The Life Insurance Audit™– it starts with a conversation. Any availability later this week to discuss this opportunity further with my team - my assistant can schedule a call? Or you can here www.MartyLevy.com. Warm regards, Marty
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