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Virtual Success Toolkit

Best Practices for a Changing World

The way we do business is being transformed by the COVID-19 pandemic. How we meet with and stay in contact with clients and prospects—the lifeblood of our business—needs to change, too. Now more than ever, you need to show up for your clients as their trusted advisor, albeit virtually.

This Virtual Success Toolkit is your go-to for resources that will help you thrive. Sign up here to get alerts when we have new materials.


New Graphics and Videos

We've created this new content featuring social-media graphics and videos to help you connect with your clients virtually.

Get the new resources



4 Steps You Can Take to Feel More in Control Now

Here are four concrete actions consumers can take right now, including getting life insurance.

3 Reasons Life Insurance is a Key Topic during COVID-19

Faisa Stafford, President and CEO of Life Happens, explores top news articles related to life insurance, with trending word cloud.

Life (Insurance) in the Time of COVID-19

These are the questions consumers currently have about getting life insurance, with clear explanations.


On-Demand Webinars

Marv Feldman on Life Insurance Post-Pandemic

What do the experts say about life insurance looking ahead post-pandemic? Industry leader former Life Happens CEO and President Marv Feldman, CLU, ChFC, RFC, answer that question and more.

Agent Mindset and Community Outreach

Learn how these advisors have been successful at community outreach during Covid-19, with easy best practices you can use to do the same.

Social Media During Social Distancing

5 tips (101 and more advanced, too) for better leveraging social media during these unprecedented times.

Email Best Practices During Covid-19

Learn to navigate the marketing landscape with these 10 tips for emails in today's climate.

Advanced Teleconferencing, Webinar Prospecting, and Client Objections

Insurance pro Panos Leledakis discusses how to stay productive and offers advanced strategies for working from home.

Working Virtually With Clients for the NON-Tech Savvy Advisor

Top producer Jennifer Mann does 80% of her business virtually, and offers easy tips so you can pivot your business, too.

Get more webinars and helpful links.


Life Happens Pro Blog

10 Tips for Working Remotely

Most of us are doing something totally new: working from home. Learn some quick tips from a remote working “pro,” who has been doing it for more than a decade!

10 Email Marketing Tips for Today's Climate

Your audience wants to hear from you but you're not the only thing in their inbox. Use these tips to stand out and get your message to your community now.

Staying Productive While Working From Home

Insurance professional Panos Leledakis has advice on how to master Zoom, handle client objections, and use public webinars to keep your business going. Sign up for the webinar here.

Social Media During Social Distancing

Your clients are looking to you, their trusted advisor, for guidance during this stressful time. So, meet them where they are: online and on social media.


Speakers Bureau

Book a speaker for your next meeting now

Guest speakers are an important part of industry conferences, and now you can include them virtually. Visit our list of talented industry speakers, who can deliver their unique subject matter through a variety of formats. Learn more with this webinar. (Reservations are only available to active corporate partners.)

Book now


More Resources

Popular Real Life Stories

Here are a few of our popular Real Life Stories that you can share with clients.

Stephen Miller: Protecting the Future
Even though Katie Miller was a young mom of 2, she knew to plan for her family's future with life insurance.

Cathy Young: A Dream Lives On
Cathy and her daughters are set financially because Scott protected his family and his business with life insurance.

Traci Kovacic: Everything Will Be Okay
Traci says, “The hardest part was knowing that the love of my life was never coming home. But the reality is that everything else, including bills, stayed the same.”

Maria Loera: A Parent’s Sacrifice—and Gift
Roberto was able to build the American Dream for his family, and thankfully he protected it with life insurance. (English and Spanish)

Coleen Stokes: The Responsible Thing to Do
A young, single mom, Summer, bought life insurance to protect her baby boy. (P&C client)

Permanent Life Insurance: Remind Clients About the Financial Lifeline You Put in Place

Now is the time to remind clients of the protection products we put in place—including permanent life insurance. The ability for them to tap the cash value of their policy right now could be a financial lifesaver.

And, it may be one financial lifeline they have forgotten about! Small-business owner Mike Jaap did. But his agent was there to remind him and help save his business from ruin. You can link to these resources that tell that story:

Consumer blog post: A Financial Lifeline You May Have Forgotten About
Mike Jaap’s Real Life Story on the Life Happens site: Protection During a Financial Storm

If you want to post the video on your website, use a digital flyer or social-media graphics to spread the word, you can access them through Life Happens Pro, which is free for one month.

Get Mike Jaap's resources

Social-Media Calendars

We create monthly calendars with prewritten social-media posts for each weekday. These posts strike an inspirational and educational tone that we recommend using as you navigate the changing situation.

Get the January calendar

Inspirational Graphics

We've curated this collection of inspirational graphics and quotes that we’re recommending during this time. Below is a sample of what you'll find or click the link below to view all of the resources. Use your free month of Life Happens Pro to get these additional resources.

Get the resources

Helpful Links

How to Be There When You Can't Be There

LIMRA: Industry Strong Resources

Leading Through C-19
Panel of Exceptional Women Webinar

Stimulus Package: How It Works for Fiancial Advisors?

Communicating with Clients During Challenging Times, Jill Judd, State Farm
NAIFA Town Hall, March 24

Opportunities Abound in Crisis, Tom Hegna
NAIFA Town Hall, March 25

Adapting to New Technologies, Ike S. Trotter
NAIFA Town Hall, March 26

Click here for others in the NAIFA Town Hall series

Small Business Resources for Coping with the COVID-19 Crisis

How Life Insurance Carriers Are Navigating the COVID-19 Crisis
ACLI CEO Susan Neely and AALU CEO Marc Cadin

Reassuring clients in uncertain times
MDRT Podcast