Truist Life Insurance Services - Marketing Materials

GENERAL INFORMATION


Welcome to the Truist Life Insurance Services Marketing Materials Library—your one-stop repository of educational materials for you and your client! Using this library is easy—simply click on the tab you want to browse and click on the image (or link) to open the document. The marketing materials library can be bookmarked on your web browser for easy access to materials when you are outside of a network connection.

OVERVIEW/REGIONAL TEAMS



			Regional contact information

			Visit the new contact us page for regional team contact information.
Regional Team sheets Advisor use only

TEAMMATE BIOS


Regional Insurance Strategist (Consumer Facing)	Insurance Strategist (Consumer Facing)	Business Development Specialist (Consumer Facing)	Management (Advisor Facing)

Michael Boggio Thomas Brooks J. Terrell Cook Ryan H. Clodfelter Dylan Dicuio Scott Enoch Robert Hoffman Mark Howard Jason Howard Suzie Jurenek Brian Moore Terry-Ann Orman Jorge Ramirez James K. Reaves Robbin Smith Matthew S. Smith Kurtis Tucker Mike Walterscheidt Kirby Wisler	Judd Burleigh Heather Burrow Shannon Blackburn Brad Couick Bill Davis Matthew Dew David Dokter Mark Grow Jacob Hackney Eric Klimek Daniel O'Shea Lauren Rainey	Steven Blum Carolyn Brewer Greg Hince Amin Mitha Ani Morris Brad Severs Curt Weaver Advanced Markets (Consumer Facing) Carma Mccallie	Chris Seebeck Clark Smith Michael J. Rusk Kevin Kimbrough Demian Mello John Kempf (coming soon) Alan Soto Angie Farmer

PREMIER


About us
Overview flyer (client) Onboarding PPT (advisor/banker) Team sheets (advisor/bankers) Bios (client) - please see tab above

General	Operational
Engaging Clients in the Risk Conversation (advisor) 7 Steps Generic Flyer (advisor/banker)	Life Insurance Application Timeline (client) What to Expect during UW (client) Exam Hints (client) Insurance Credit Process (advisor/banker) Salesforce Referral Process (advisor/banker) Sales Process (advisor/banker)
Policy Review	Life Insurance Retirement Plan (LIRP)
Inforce Ledger Request form \| Fillable version (client) Have You Looked At Your Life Insurance Lately? (client) Reasons for Offering Policy Reviews to Clients (advisor/banker) ARTICLE\| Importance of Policy Reviews (client) ARTICLE\| Pandemic Induced Policy Review is Prudent Practice (advisor/banker)	Living Benefits of Life Insuranc (client) - currently being updated Sales Flow—LIRP \| Fillable version (advisor/banker) Client Meeting Checklist—LIRP \| Fillable version (advisor/banker)
Wealth Transfer & Maximization Strategies	Extended Care/Long Term Care (LTC)
Maximization Strategies (advisor/banker) Sales Flow—Asset Max \| Fillable version (advisor/banker) Client Meeting Checklist—Asset Max \| Fillable version (advisor/banker) Gift Max (advisor/banker) IRA Max (advisor/banker) Planning with IRAs (client) Social Security Max (advisor/banker) ARTICLE\| Creating a Legacy by Maximizing IRA Assets (client) ARTICLE\| Maximizing IRA Assets and Turning into a Legacy (advisor/banker)	Asset Based LTC One Pager (client) LTC Options for the Financially Secure (client) LTC Product Comparison Chart (client) LTC Product Comparison Chart (advisor/banker) Starting the Conversation Talking Points (advisor/banker) Types of LTC Services (client)

WEALTH-BROKERAGE-SPECIALTY-COMMERCIAL-AGENCY | ONE PAGERS (Advisor and Consumer)


Wealth/Brokerage webinar playback library
Click here to access all of the 2020, 2021, and 2022 wealth webinar recordings

For Consumers
		About Truist LIS: Info Sheet		Ownership Equity Protection	Business Solutions (temporarily removed for updates)	Why ESOP's are a great opportunity (temporarily removed for updates)


Giving a Gift of Legacy (temporarily removed for updates)		Living Benefits of Life Insurance	PEP: Have You Looked at Your Life Insurance Lately? (temporarily removed for updates)	Recruit, Reward, Retain: Executive Bonus (temporarily removed for updates)	Recruit, Reward, Retain: SERP	Recruit, Reward, Retain: Deferred Compensation


Application Processing Timeline (temporarily removed for updates)		What to Expect During Life Underwriting (temporarily removed for updates)	Exam Hints/Instructions for Paramedical Exam	Business Succession Planning for Clients	IRA Maximization	Importance of Policy Reviews—not only in uncertain times


	Long Term Care 101: The Purpose of Long Term Care Insurance	Client Personal Fact Finder	Business Fact Finder	In Force Ledger Request Form	Beyond the Sunset	Pyramid of Needs

	There are several business-related pieces available through our Commercial partners (some of which Truist LIS had the opportunity to collaborate on). See below for those specific pieces and visit the BBT Commercial/ Intellectual-Capital site to access their full listing of material. Managing Key Person Risk Protecting the Future of your Business S or C Corp Status? Insurance Smooths Transitions Exploring the ESOP Opportunity




For Advisors/Bankers
		Max Strategies	Executive Bonus Plans w/ Asset-Based LTC	Reasons for Offering Policy Reviews to Clients	ESOP—Planning for an efficient transfer of interests (temporarily removed for updates)	Spousal Lifetime Access Trusts (temporarily removed for updates)


	Legacy Planning w/ Retirement Assets After the SECURE Act (temporarily removed for updates)	IRA Maximization	Client Meeting Checklist (LIRP) Fillable version	Sales Flow (LIRP) Fillable version	Client Meeting Checklist (Asset Max) Fillable version	Sales Flow (Asset Max) Fillable version


	Client Meeting Checklist (SLAT) Fillable version	Sales Flow (SLAT) Fillable version	Life Insurance as an Asset Class	Gift Maximization	DI Conversation Starters	7 Concepts
				Sales Process
				Insurance Credit Process IS Salesforce Referral Process and Opportunity Stages RIS Salesforce Referral Process and Opportunity Stages Sales Process and Expectations

	Social Security Maximization	Irrevocable Life Insurance Trusts


	Long Term Care—Client use only			Long Term Care—Advisor use only
	Asset-Based LTC One Pager LTC Options for the Financially Secure Client LTC Product Comparison Chart (Client) Types of Long-Term Care Services			LTC Product Comparison Chart (Advisor) Starting the Conversation - Talking Points Hybrids Have Their Advantages California Hybrids Have Their Advantages Hybrid Annuities Have Their Advantages

CORE CLIENT



Ownership Equity Protection (client use) Spanish version	Personal Insurance (client use) Spanish version	Conversation Guide (client profile - developers & builders)



	Ethos Pilot Program Launch—FAQs	Conversation Guide (client profile - Peak earners)

MEDICARE & HEALTH SOLUTIONS


Click here to access the Medicare Microsite


I'm retiring. What about Medicare?	I'm still working. What about Medicare?	Medicare Product Plans	The Road to Medicare: Planning Your Drive Toward 65	Medicare PreEnrollment Checklist



Medicare PreEnrollment Letter	Medicare & Health Solutions Types of Coverage	Short Term Medical Insurance	Medicare Overview Presentation	Medicare Made Easy Presentation



For Medicare-Eligible Employees (client use)	Attention Employers with Medicare-Eligible Employees	Medicare Overview Flyer

About us

General

Operational

Policy Review

Life Insurance Retirement Plan (LIRP)

Wealth Transfer & Maximization Strategies

Extended Care/Long Term Care (LTC)

Long Term Care—Client use only

For Medicare-Eligible Employees (client use)

Attention Employers with Medicare-Eligible Employees

Medicare Overview Flyer

For Medicare-Eligible Employees
(client use)