Marketing Tools to Help You Succeed

Marketing takes time. We can help. We have unique tools … including value adds and seminars … to help you kick-start client conversations. It’s our way to make doing business with Columbus Life simpler and more successful.

Client Facing Material

A library of one-page sales ideas on financial planning concepts to share with clients

Sales Concept Kits

Sales concept kits, including beneficiary review, estate planning, business succession and charitable giving

YouTube Channels

Share compliance-approved videos that make life insurance easier for your clients to understand as well as a series for financial professionals that features successful agents discussing ways they built their business

Reference Guides

Columbus Life agents have access to a large library of reference guides to help you stay current as the financial services industry regularly changes. Access our convenient materials for quick answers to questions concerning taxation, retirement planning, business continuation, estate planning, special needs and more.

Interested in accessing these materials or our popular Tax Reference Guide? Contact us at 1-800-677-9696, OPT 4 to discuss.

Training That Fits Your Business

Connect, share information and leverage success with other exceptional producers. Our meetings and training events are opportunities to gather the latest industry and product information. Partnership Sales Programs at our home office offer in-person, in-depth training on specific sales concepts. We also offer short videos and webinars to discuss sales ideas, tax and legislative updates, product features and ways to help producers build their business.

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Discover the next level of your success by contracting with Columbus Life.

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IMPORTANT DISCLOSURES

Columbus Life Insurance Company does not provide tax or legal advice.