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Top 10 Life Insurance Presentation Templates with Examples and Samples

What will happen when the family's sole earner is no longer around to provide for the family? They can depend on the benefits of life insurance, an intelligent investment method offering financial protection. Insurance also plays a crucial role if anyone plans for an early retirement, as it can help them make money over time and secure their future.

If you are a financial advisor or an insurance agent who wants to explain the policy details or sell it to their clients, this blog is for you. Here, we will discuss the Top 10 Life Insurance Presentation Templates with Examples and Samples . These PowerPoint bundles will also save the hassle of creating the designs from the beginning, and you can instead spend your time and energy documenting your policies.

SlideTech has prepared the templates to discuss the intricacies of insurance claims. Click here to learn about it!

These documents have structured formats highlighting the life insurance services and benefits. You can use them across different projects and express complicated information clearly and concisely. They are 100% editable, so you can also personalize them as you see fit.

Also, check out the 5 Must-Have Insurance Agency Templates to build your company’s success in the insurance industry.

Now, let us begin and explore our templates!

Template 1: Life Insurance Company Value Proposition Model

Use this PowerPoint Slide to outline your life insurance companies' services to get you more customers or clients. It includes financial security with health coverage aids, a secure future for children, no loan burden, and tax and retirement benefits. Here, you can also show the positive aspects of education coverage, health insurance, special allowances for senior citizens, and tax benefits for customers who pay more premiums. This template is available for download, so you get it now and make changes per your requirements!

Download this Template

Template 2: Life Insurance Planning Timeline

This PPT Template elaborates on the stages of life insurance. It shows how clients can plan their insurance terms based on age and different life events, such as marriage, growing a family, and finally preparing for retirement. This way, you can display the details of your life insurance policy and create a structured document to promote your insurance products. Download this template from the link below and take full advantage of its features!

Template 3: Life Insurance Sales Four Steps

Use this PowerPoint Template to outline the simple steps of your insurance sales process. It includes the essential parameters of internet marketing, tax benefits, financial help, and your company's services. Add a few sections to this document and draft your insurance selling strategy. Get this template today and showcase your ideas and planning through our presentations!

Template 4: Life Insurance PowerPoint Template 

This PPT Slide highlights the factors that measure insurance costs and explains how you will get family protection with the policy. Here, you can outline the policy terms and mention how they cover the benefits for senior citizens. The template also displays the insurance plans, their types, guaranteed benefits, terms, coverage duration, etc. This helps clients choose the most suitable plan and secure their financial position for later years. Download this template now, make changes as required by your company, and impress your clients!

Template 5: Life And Non-Life Insurance Company Profile 

This PowerPoint Deck outlines all the relevant information about insurance companies for existing and potential clients. It clearly shows the executive summary with company details, brand value, market share, and key statistics. It also highlights the company's information, mission, vision, and core values. The deck also details the products: life insurance, health insurance, and property and casualty insurance. With this bundle, you can get an idea of the global competitors, SWOT analysis, CSR activities, expansion strategies, and your insurance company's plan.

Template 6: Life Insurance Plans with Benefits and Terms

This PPT Layout showcases the critical aspects of life insurance plans. It includes names of the insurer's plans, their types, guaranteed benefits, terms, and Premium Paying Terms or PPT in years. You can use this structured format during your meetings with clients and the internal training sessions in your organizations. Get this template today and reap its benefits.

Template 7: Life Insurance Services

This PPT Design illustrates your company's life insurance services to your clients or customers. It shows policy tenure, cash value, premiums, and maturity benefits. The insurance products mentioned in this document are term, whole, universal, variable, burial, joint life, mortgage, credit, and group life insurance. In this way, you can provide critical information about your insurance policies. Get this template today and have an upper edge over your contenders!

Template 8: Healthcare Insurance Categories

The PowerPoint Slide showcases the categories of healthcare insurance your company offers customers, along with its claim coverage. It includes the five categories of insurance products, which are:

• Platinum - covers 90% of medical costs
• Gold - you can claim 80% of medical costs
• Silver - you can raise a claim for reimbursement up to 70% of the total bill amount
• Bronze - covers 60% of the total medical bill amount
• Catastrophic - the insurance company will pay you almost 100% of medical costs.

Here, you can add product categories based on your customer needs and evaluation score. Download this template now and check out its benefits!

Template 9: Healthcare Insurance Networks

This PPT Template elaborates on the types of healthcare insurance services your company provides to your clients. It shows information about hospitalization, annual premiums, copay, status of deductibles, paperwork, preventive care services, and emergency services. The significant networks mentioned in this document are -

• Health Maintenance Organizations (HMOs)
• Exclusive Provider Organizations (EPOs)
• Preference Provider Organizations (PPOs)
• Point of Service (POS) plans
• High deductible health plans (HDHPs).

This way, you can explain the insurance types using the Healthcare Insurance Networks company profile. Get this template now from the given link and cater to your requirements!

Template 10: Property and Casualty Insurance Categories

The PPT layout highlights the property and casualty insurance categories your service provider offers its clients. It shows eight categories of insurance, including insurance, home insurance, renter insurance, business insurance, condo insurance, farm insurance, electronic insurance, and reinsurance. You can also add necessary details about the terms and conditions of these types of insurance services. Download this template now and impress your audience with your presentation skills!

Wrapping Up

The PowerPoint Templates help you create a guide for everyone to understand what an insurance company offers. You can use the edit option to change the color, font, and content. Add images, graphs, tables, and symbols to support your content. Download these templates now and impress your audience!

Check out our pre-designed Top 10 Auto Insurance Templates with Samples and Examples.

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Life Insurance

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Product details

Life insurance is a contract between an insurer and a policy owner. A life insurance policy guarantees the insurer pays a sum of money to named beneficiaries when the insured dies in exchange for the premiums paid by the policyholder during their lifetime.

For the contract to be enforceable, the life insurance application must accurately disclose the insured’s past and current health conditions and high-risk activities.

Many different types of life insurance are available to meet all sorts of needs and preferences. Depending on the short- or long-term needs of the person to be insured, the major choice of whether to select temporary or permanent life insurance is important to consider.

Decreasing Term Life Insurance -decreasing term is renewable term life insurance with coverage decreasing over the life of the policy at a predetermined rate. Convertible term life insurance allows policyholders to convert a term policy to permanent insurance. Renewable Term Life Insurance – is a yearly renewable term life policy that provides a quote for the year the policy is purchased. Premiums increase annually and is usually the least expensive term insurance in the beginning.

Permanent life insurance stays in force for the insured’s entire life unless the policyholder stops paying the premiums or surrenders the policy.  Term life insurance differs from permanent life insurance in several ways but tends to best meet the needs of most people. Term life insurance only lasts for a set period of time and pays a death benefit should the policyholder die before the term has expired. 

Most people use life insurance to provide money to beneficiaries who would suffer a financial hardship upon the insured’s death. However, for wealthy individuals, the tax advantages of life insurance, including the tax-deferred growth of cash value, tax-free dividends, and tax-free death benefits, can provide additional strategic opportunities.

Research policy options and company reviews—because life insurance policies are a major expense and commitment. It is critical to do proper due diligence to make sure the company you choose has a solid track record and financial strength.

This template will primarily be useful to insurance agents. You can provide detailed information on life insurance that your company offers. Also, this template can be used by university teachers when preparing courses on life insurance or calculating insurance benefits.

Also, this template can be used by analysts when preparing a report on insurance companies. For example, you might want to provide comparative data for several key metrics for different insurance companies.

Life Insurance Template is a stylish and professional template that contains four slides. All slides in the template can be easily customized to suit your corporate color requirements. Life Insurance Template will be useful for managers of insurance companies, insurance agents and analysts. This template’s slides will be a great addition to your professional presentation collection.

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Insurance Plan

It seems that you like this template, insurance plan presentation, premium google slides theme, powerpoint template, and canva presentation template.

When preparing a business plan for your insurance company, we know how important it is to find a presentation that makes you feel confident and covers any potential problem that may arise. Here at Slidesgo we promise that, with this insurance plan template, we’ve got you covered too.

A nice presentation with a clear message and a nice design is, without a doubt, bound to succeed. Big titles with a sans-serif font will help you highlight your message to perfection. On the other hand, the text uses a slab font, helping you achieve the maximum readability possible, especially if you’re using long texts. As far as the color palette is concerned, we based it on colors that are synonymous with stability, development, confidence, safety... Everything that you expect from an insurance company. Forget about that nasty fine print and put your trust in Slidesgo with this insurance plan template. Success is guaranteed!

Features of this template

• 100% editable and easy to modify
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Improve Your Life Insurance Sales Presentation

Posted by charlie conron on 01/19/2018, don’t let a weak presentation kill a sale.

Don’t let a weak presentation confuse your client and kill a sale.

The first step to selling more insurance is a great presentation. That’s why it is important to learn what makes an effective life insurance sales pitch—and use that knowledge to make the best presentation to your client.

In this article you will learn key presentation strategies that will help you improve your sales pitch for selling life insurance so you can become more profitable and drive more sales.

Just having the right product for your client does not guarantee you will make the sale—you also have to communicate this value to your clients.

Not presenting a clear picture of your client’s options in a way that is easy for them to understand is a surefire way to leave your client feeling overwhelmed and confused, delaying the whole sales process, or worse, not taking any action.

Remember, it does not matter how much intelligence, talent, or skill you have. If you cannot communicate the value of your product with a great presentation, you are not going to close the sale.

Learn how you can give the best insurance sales presentation and improve your closing ratio with these 12 tips.

12 Tips For A Successful Life Insurance Sales Presentation

Get to know your client.

Take time to understand what your clients needs, goals, and concerns are. This will help you ensure you are presenting the best insurance options, while also building a deeper relationship that will be helpful in keeping them as a long-term client. A needs analysis is required as well as a KYC, but getting to know your client on a personal level will get them to open up about their finances and goals, making it much easier to complete your due diligence.

Personalize Your Presentation

Create a personalized presentation for your client that takes into account their specific needs and goals. This will show that you have taken the time to consider their unique options rather than just selling them something, helping you build trust with your client. Trust is an important factor in a sale and statistics rank our industry extremely poor, so anything that helps you overcome this unseen obstacle is valuable.

Turn Objections Into Selling Opportunities

If your client has concerns or objections to the options you present, ask them to explain these concerns. This will help you better understand your client’s needs and guide your recommendations of insurance options so you can address these concerns.

Use Visuals

Presenters who use visual aids are 43% more likely to persuade their audience than those who don’t. When presenting data to your client, include a visual of the data that is easy to understand. Remember, a visual is processed by our brain 60,000 faster so a good presentation provides your client with data as well as an easy way to understand it.

Conduct a needs analysis

Before you present the options to your client, conduct a needs analysis that considers exactly what they want to accomplish. Not only will this will help you decide what options are best for your client—you will also be able to clearly show your client why it is the best choice for their unique needs. Now not only does completing a needs analysis help you stay compliant, this article found that "Producers sell a lot more life insurance if they advise clients on their life insurance needs. In some cases, they can double the face amount of policies they sell compared to producers who do not provide a needs analysis." Want to get your clients involved, link them to our shared needs analysis

Ask Your Client Questions

Providing a concept or overview of a solution adds context to why a particular option may be the right choice for your client. Ask questions like “does this seem like a product that could achieve the goals you expressed to me?” to help guide you in finding the right fit for your client.

Help Them Solve A Problem

Rather than selling a product, position your thinking as though you are selling a solution. This will help you better identify which options work best for your client, and explain to them how an option meets their needs.

Include Competitors

A powerful concept called asymmetric dominance helps people make decisions through comparison. Do not be afraid to use your competitors’ offerings to show how alternatives compare to your recommendation. This also shows your client that they have options, and you are here to help them find the option that’s best for them.

Create A Report Your Client Can Keep

Often your client will need some time to think about the options before they make a decision. Creating a personalized presentation allows them to take your recommendations with them. Ensure this includes a way your client can get in touch with you if they need more information.

Highlight The Benefits

When you are presenting options to your client, clearly outline how and why these options benefit them. This will help your client see why you are recommending a particular option and help ease any objections or concerns they may have.

Use Consistent Branding

Branding goes way beyond just a pretty logo. It improves your recognition, conveys your mission values, and makes it easier for referral clients to recognize you. Branding adds consistency to your reports. You may already be aware of the importance of branding for your business—however, it is just as important in your pitch. Clients often get confused when their advisor does a Manulife needs analysis, pairs it with a Canada life concept, and then illustrates an Empire product. Your presentation material should be consistent with your brand.

Follow Up After The Presentation

Reach out to your client several days after the presentation to follow up with any additional information or to ask if they have any questions. Keeping the lines of communication open can help increase the chances of closing a sale. Use a program like Life Design Analysis that lets you know when your clients open the report so you can follow up at the right time.

Make Selling Even Easier With Life Design Analysis

LDA can help you sell even more with our life insurance presentation software that searches, compares, and produces custom visual reports of any life insurance product in seconds.

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