Resources Overview
Need
something to help you review insurance needs with a business
owner? Looking
for flyers to include in a mailing to prospective business
clients? Giving
a presentation on business insurance?
This section contains material you can print out, download
or order to spark the interest of business clients. It
includes:
 Approaches
and referral letters
Business
entities brochures
Calculators
One-page
flyers
PowerPoint
presentations
Questionnaires
Specimen
agreements
Approaches and
Referrals
Need some tips on how to approach prospects?
This primer reviews popular and effective approaches
and provides dialogue coaching.
Feel free to customize the pre-approach letters to your own specific situation.
Business
Entities Brochures
Available both in hard copy (ask your GA or regional
office) and PDF. These detailed brochures can be used as
discussion pieces when meeting with decision makers. They
offer a successful business plan.
There are three folders available:
Calculators
The BMP interactive calculators are designed to help
you show clients how various factors may affect their business
and their financial security. Simply input the relevant
data to create customized reports.
Contact us for the demonstration.
One-page
Flyers
These one-page flyers are designed so that you can print
them out and use them as flyers in mailings. There are
also limited printed quantities available to order.
Contact
us for more information.
Some brokers prefer to view the one page flyers as PowerPoint
slides. These can also be printed out and used as presentation
pieces.
PowerPoint Presentations
The BMP PowerPoint presentations are designed
to help you explain concepts to potential clients. To download
to your computer, just click on the required title(s).
Note that the Buy/Sell presentation is available in two formats: traditional
(for using in presentations to clients) and portrait (for printing out in colour
and using as educational one-pagers).
Business
Solutions Questionnaires
A thorough yet simple questionnaire designed to help
you collect all the information you'll need to prepare
a business plan.
There are two versions of the Business Solutions Questionnaire. One with the
Standard Life logo and one without.
Just print them out and you're ready to go!
Key Person Insurance Questionnaire
Designed to help you and your clients understand how
much Key Person Insurance may be required. Can be used
in conjunction with the Key Person Insurance calculator.
Specimen
Agreements | Life Insurance
English
Common Law
Specimen Agreements
English Civil Code Specimen
Agreements
Specimen
Agreements | Critical Illness Insurance
English
Common Law
Specimen Agreements
English
Civil Code
Specimen Agreements
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