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AI-Driven Prompts for Insurance Agents

Leverage powerful AI prompts to craft high-converting content that engage prospects and accelerate your sales.

Cold Email

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Social Media

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Cold Email Prompts:

Prompt Example 1:

Copy & Paste The Paragraph Below:
Channel Julian Shapiro's expert cold email style for crafting B2B outreach emails targeting insurance agents, focusing on clear value, building trust, and not relying on FOMO. The email should offer actionable insights, concise language, and a respectful call-to-action. The goal is to help insurance agents explore new income opportunities through life settlements. Keep the tone professional, yet friendly and approachable.

Cold Email Example (B2B – Insurance Agents)

Subject: Unlock New Revenue Streams with Life Settlements for Your Clients

Hi [First Name],

I hope this message finds you well. I’m [Your Name], and I work with insurance agents like you to help clients access additional funds by selling life insurance policies through life settlements.

You may already know that many clients are unaware that they can sell their life policies for a lump sum, especially in situations like retirement or health care planning. The beauty of life settlements is they offer financial flexibility for clients while creating a new revenue stream for agents

.If you’d be open to a brief conversation, I’d love to share how this could complement your existing services and benefit both you and your clients.

Let me know if you’d be available for a 10-minute chat this week.

Best regards,
[Your Name]
[Your Contact Info]
[Your Company Name]

(The “Why” Behind the Prompt) Professional and Polite Tone:

✅ Julian’s approach focuses on cutting through the noise by offering clear, straightforward value without pushing too hard.Value-Oriented Subject Line: The subject line offers value upfront (“Unlock New Revenue Streams”), signaling that there’s an opportunity for both the agent and their clients.

Brief and Impactful Message: Julian's style involves cutting the fluff. The message is concise, offering value without any unnecessary details that could lose the reader’s interest.

Respectful and Actionable CTA: The email closes with a clear, non-pushy call to action—offering a 10-minute chat. This is more about starting a conversation, not forcing a decision.


Prompt Example 2:

Copy & Paste The Paragrahph Below:
Channel Alex Berman’s expert cold email style for crafting a B2C outreach email targeting insurance agents. The goal is to engage them through curiosity, establish trust, and invite them to explore new income opportunities through life settlements. Focus on clear value and personalization. Craft a subject line that grabs attention, a message that builds curiosity, and a CTA that encourages them to book a quick call.

Cold Email Example (B2B – Insurance Agents)

Subject: Could This Simple Change Unlock Hidden Revenue for Your Clients?

Hi [First Name],

I know you’re busy, so I’ll keep this brief. Most insurance agents don’t realize that life insurance policies can be sold for cash—often at a much higher value than they imagine. But it’s not just about the policyholder; it’s also a unique revenue stream for you, the agent.

I work with agents who have already added life settlements to their offering, and they’re seeing new commissions that weren’t even on their radar before. If you’d like, I’d be happy to walk you through how this works and how it could potentially add more value to your services.

Let me know if you’re free for a quick chat this week!

Best,
[Your Name]
[Your Contact Info]
[Your Company Name]

(The “Why” Behind the Prompt) Curiosity-Driven Subject Line:

Alex’s style thrives on curiosity that encourages the recipient to open the email. "Could This Simple Change Unlock Hidden Revenue for Your Clients?" piques interest while hinting at a simple yet valuable solution.

Brief and Impactful Opening: Alex's emails get to the point quickly, acknowledging the reader's time while teasing valuable information. This respects the reader’s time and makes the email feel less intrusive.

Value Through Curiosity & Relevance: Rather than explaining everything in the first email, Alex builds curiosity by offering insight into life settlements as an overlooked revenue source. The key is positioning it as an "extra" that complements what the agent is already doing.

Actionable, Low-Pressure CTA: The call to action is simple and clear: a quick chat. Alex often keeps his CTAs low pressure so the recipient feels like they can decide to engage when they're ready.

💡 Pro Tip: Focus on curiosity-based subject lines, brief value statements, and simple CTAs. Alex’s approach encourages engagement without being salesy, which is perfect for building relationships over time.

How These Work:

Now, these posts are authentic organic posts that are algorithm-optimized for each platform, keeping in mind:LinkedIn: High-authority, long-form educational content with a strong call to engage.

Social Media Prompts:

Prompt Example 1:

Copy & Paste The Paragraph Below:
Channel the expertise of Ann Handley, an expert in content marketing for LinkedIn, known for creating professional, high-authority, long-form posts. Craft a LinkedIn post targeting professionals (30-50) who are interested in life insurance as part of their financial planning. The tone should be educational, authoritative, and insightful. Use LinkedIn’s algorithm focus on long-form content and engagement-driven strategies, with a call to action encouraging conversation in the comments.

Example LinkedIn Post:

🔍 Why Life Insurance Should Be Part of Your Financial Plan

In the world of personal finance, many people overlook one crucial element: life insurance. Most financial advisors would agree that a solid life insurance plan is just as important as saving for retirement or investing in stocks.

Yet, it’s often put on the back burner, often because it’s a tough subject to discuss or simply misunderstood.

Here's why it should be top of mind for anyone serious about securing their financial future:

1️⃣ Protect Your Family – Life insurance provides peace of mind, knowing that your loved ones will be taken care of financially in the event of the unexpected.

2️⃣ A Financial Safety Net – It’s not just about protecting your loved ones; it’s also a critical tool for wealth building.

3️⃣ Tax Advantages – Life insurance comes with tax benefits that can help grow your wealth in ways other investments cannot.

If you haven't considered life insurance as part of your financial strategy, now is the time to start the conversation.

Have you already integrated life insurance into your financial plan?

Share your thoughts in the comments below, or DM me if you want to learn more.

#FinancialPlanning #LifeInsurance #RetirementPlanning #PersonalFinance #FinancialSecurity


How These Work:

Now, these posts are authentic organic posts that are algorithm-optimized for each platform, keeping in mind:

LinkedIn: High-authority, long-form educational content with a strong call to engage.

Facebook: Community-driven, empathetic posts that encourage discussions and personal stories.

Instagram: Visually engaging, aspirational posts with a personal touch that encourage likes and comments.

Twitter: Short, impactful posts with clear calls to action.

TikTok: Creative, fast-paced, visually captivating videos with a clear, relatable message.Let me know if this aligns more with what you were envisioning!
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