SALES PRESENTATION
Travelers Life & Annuity has added a life insurance review component to its WebStory sales concept library along with a set of insurance review marketing materials. WebStory is Travelers Life & Annuitys customized, Web-based sales presentation system that allows producers to walk a client through various scenarios, analyzing existing insurance protection and what may be needed to better protect investments. A producer can review with clients whether their recent lifestyle changes, such as marriage, divorce, childbirth, or retirement, have created a need for more or different types of insurance protection. The presentations also can be tailored to meet the needs of trustees.
The presentations work with Travelers Life & Annuitys two illustration systems, the Travelers Life Illustration System and WinFlex. Information derived from those systems is integrated into the WebStory life insurance review. Producers then can choose from a variety of presentation templates, save the presentation in a PDF format, and either print the presentation for clients or send it to them via e-mail.
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