Email Templates
Template #1 - Helping the Client Take the Next Steps
Hi [NAME],
Hope you and [FAMILY’S NAMES/alt: “your family”] are doing well during these uncertain times.
I wanted to share something easy you can do to check another financial responsibility off your list: apply for life insurance. I know getting life insurance can seem complex and time-consuming, but it doesn’t have to be— with Ethos.
Ethos is a new way to get life insurance. The 100% online application only takes a few minutes. Additionally, most people don’t have to get a medical exam if they answer just a few medical questions. Prices vary by age and health, but up to $1 million of coverage starts at just $30 a month!
Here’s how it works:
- Get a free, personalized quote.
- Complete the simple online application (seriously, it just takes minutes!).
- Your application is reviewed, and you are given a final decision (can be same-day).
Take the steps towards protecting your loved ones’ financial future today by getting started using my exclusive Ethos link [INSERT REFERRAL LINK]. If you’d prefer, I can also help answer questions about the application process— just let me know.
Let’s get your loved ones protected!
[AGENT NAME, CONTACT INFO]
Template #2 - When They Recently Bought a Different Policy
Hi [NAME],
Hope you and [FAMILY’S NAMES/alt: “your family”] are doing well during these crazy times. It was a pleasure working with you on your [INSERT PRODUCT HERE]. Thank you for your business.
I’m reaching out to share with you another financial responsibility you can check off your list, without even getting off the couch: applying for life insurance, 100% online.
You probably already know that life insurance is an important tool for helping protect your family’s financial future, but now it’s easier than ever to get covered by applying with Ethos. The application is all online, takes just minutes, and most people don’t have to get a medical exam if they answer just a few medical questions. Prices vary by age and health, but up to $1 million policies start at just $30 a month, and some applications are approved the same day they are submitted.
If you want to check it out on your own, you can do so using my exclusive Ethos link [INSERT REFERRAL LINK], or I can help you understand the application process— whichever you prefer!
Let me know if this is something you’re interested in. Let’s help get your loved ones protected!
[AGENT NAME, CONTACT INFO]
Hi [NAME],
Owning a home is one of the biggest financial commitments you’ll ever make. But what if something happens and you can’t afford your mortgage? Life insurance is a great option to help you feel secure in times of trouble.
You may have Mortgage Protection Insurance, but that’s designed to protect your lender - and the options are very limited. With Term Life Insurance you can:
- Choose your beneficiary
- Choose the amount of coverage
- Choose the length of your policy term
- Protect your dependents for the life of your policy
- Cover other debts and expenses such as income, college tuition, medical bills, living expenses, and more
For all the benefits and coverage, Term Life Insurance is the best value. And with Ethos, policies start at $20,000 and go up to $2 million.
Let’s set up a time to talk about coverage options and get you on the path to coverage!
[AGENT NAME, CONTACT INFO]
Template #1
Subject line: Worried about money and finances?
Hi [NAME],
Are you a parent that feels stressed and anxious about your money and personal finances?
We wanted to share something easy you can do to check another financial responsibility off your list: apply for life insurance. I know getting life insurance can seem complex and time-consuming, but it doesn't have to be with Ethos!
Ethos is a new way to get life insurance. The 100% online application only takes a few minutes, and you don't have to get a medical exam - just answer a few health-related questions. With a wide range of coverage options, you can quickly design a policy that provides financial protection for your family if life goes unscripted – even if you have a pre-existing condition.
Here's how it works:
- Get a free, personalized quote.
- Complete the simple online application (seriously, it just takes minutes!).
- Your application is reviewed, and you are given a final decision (can be same-day).
Here’s what you should do next:
Take the next steps towards helping protect your loved ones' financial future today by getting started with a no-obligation quote by clicking here: [INSERT REFFERAL LINK]
Let's get your loved ones protected!
[AGENT NAME, CONTACT INFO]
Template #2
Subject line: We help parents sleep better
Hi [NAME],
We help parents have peace of mind in case life goes unscripted by providing simple life insurance options - all online - in about 10 minutes. Do you need help with that?
You probably already know that life insurance is an important tool for helping protect your family's financial future, but now it's easier than ever to get covered by applying with Ethos.
Ethos is reliable and trustworthy and backed by top-rated life insurance companies. Every policy also has a price-lock and 30-day money-back guarantee - it’s simple, affordable life insurance coverage from your phone, laptop, or tablet!
Here’s what you should do next:
Take the next steps towards helping protect your loved ones' financial future today by getting started with a no-obligation quote by clicking here: [INSERT REFFERAL LINK]
Please reach out with any questions!
[AGENT NAME, CONTACT INFO]
Template #3
Subject line: We help busy people buy life insurance
Hi [NAME],
I’m not sure if this is for you, but we help busy people buy life insurance – how open minded are you about learning about your options if the process took about 10 minutes?
There’s no need to talk to an agent, no blood tests, or medical exams, and many get same-day coverage at an affordable price… just answer a few health-related questions online - it’s that easy!
- Get your personalized quote in seconds by clicking here: [INSERT REFERRAL LINK]
- Apply online in just a few minutes
- Get coverage in hours
DONE! Seize the day, busy bee!
I’m here to help.
[AGENT NAME, CONTACT INFO]
Subject line: Attention first responders?
Hi [NAME],
We help First Responders, and their families protect their income and lifestyle should life go unscripted – all online with a simple process that takes about 10 minutes to apply – Interested in learning more?
The real heroes in our country are our first responders. They are the doctors, emergency room personnel, nurses, police officers, firefighters, EMTs, and others on the front lines in the battle with the deadly coronavirus battle – we’re here to help serve you and your family during these challenging times!
Here’s what you should do next:
Take the next steps towards helping protect your loved ones' financial future today by getting started with a no-obligation quote by clicking here: [INSERT REFERRAL LINK]
Please reach out with any questions!
[AGENT NAME, CONTACT INFO]
Subject line: Do you have a pre-existing health condition?
Hi [NAME],
Do you have a pre-existing health condition and wonder if you can qualify for life insurance - don’t worry, you have options! We help people that have faced adversity protect their income and lifestyle should life go unscripted – all online with a simple process that takes about 10 minutes. Interested in learning more?
Here’s what you should do next:
Take the next steps towards helping protect your loved ones' financial future today by getting started with a no-obligation quote by clicking here: [INSERT REFERRAL LINK]
Don’t wait, get covered now!
[AGENT NAME, CONTACT INFO]