Agent Resources

Marketing Materials Library

Professionally designed, ready-to-use resources created to help you
educate clients, generate conversations, and grow your business.


Explore the Library

Ready-to-Use Marketing Resources

Download, personalize, and begin using these professionally designed
materials immediately.

EMG is pleased to provide agents and agencies with a collection of
professionally designed marketing materials that you can download,
personalize, and begin using immediately.

Each flyer is available for both print and digital distribution.
Simply download the PDF and customize it with your branding before
sharing it with your clients and prospects.

Before You Begin

The first page of every document contains quick customization
instructions.

  • Materials are intended for producer use.
  • Choose either print or digital distribution.
  • Add your logo using the Adobe Acrobat Reader Stamp Method.
  • Enter your name and contact information.
  • The client-facing marketing flyer begins on the following page.
  • Delete the instruction page before distributing the flyer.

How to Add Your Logo

Follow our step-by-step instructions for adding your agency logo to
a PDF using the Adobe Acrobat Reader Stamp Method.


View Instructions

Available Marketing Materials

Select a resource below to open the PDF and personalize it for your
business.

Business Planning & Client Conversations

Practical marketing resources designed to help producers start
conversations, identify new opportunities, and connect financial
planning concepts to the changing needs of clients and businesses.

  • PDF

    4 Phases of the Business Cycle

    Help business owners consider how insurance and financial
    strategies may support their company through startup, growth,
    maturity, transition, and succession.


    Download PDF

  • PDF

    Who Do You Know?

    A conversation-starting resource that encourages clients to
    consider friends, relatives, colleagues, and business contacts
    who may benefit from an insurance or financial review.


    Download PDF

  • PDF

    The 1% Solution

    Introduce a practical financial-planning concept showing how
    allocating a small portion of income may support important
    protection and long-term financial goals.


    Download PDF

  • PDF

    Two Choices

    A client-friendly piece that helps prospects consider whether
    they want to protect some or all of their family’s financial
    obligations.


    Download PDF

Life Insurance

Educational materials designed to address common misconceptions,
encourage policy reviews, and help clients understand how life
insurance can support families, businesses, and financial goals.

  • PDF

    Life Insurance Misconceptions

    Help clients separate common life insurance myths from the
    realities of obtaining coverage and protecting the people who
    depend on them.


    Download PDF

  • PDF

    Life Insurance Policy Review

    Encourage clients to review existing policies and determine
    whether their coverage still reflects changes in family,
    income, business needs, debts, and long-term goals.


    Download PDF

Retirement Planning

Resources designed to help clients think about retirement income,
financial confidence, wealth preservation, and creating a more
predictable long-term strategy.

  • PDF

    Successful and Predictable Retirement

    Start a conversation about retirement income, financial
    stability, market uncertainty, and strategies that may support
    a more confident and predictable retirement.


    Download PDF

Long-Term Care Planning

Educational materials that help producers introduce long-term care
conversations, explain traditional and hybrid strategies, and help
clients prepare for the potential financial impact of future care.

  • PDF

    10 Reasons for Long-Term Care Conversations

    Ten practical reasons producers should discuss long-term care
    planning before health, age, or financial circumstances limit
    the options available to clients.


    Download PDF

  • PDF

    Hybrid Long-Term Care Basics

    An introductory resource explaining how hybrid solutions may
    combine life insurance protection with benefits for qualifying
    long-term care needs.


    Download PDF

  • PDF

    Hybrid Long-Term Care Guide

    A detailed educational guide to hybrid long-term care strategies,
    including how they work and the types of client needs they may
    help address.


    Download PDF

  • PDF

    Long-Term Care Insurance Plan Comparison

    Compare long-term care planning approaches and help clients
    understand important differences among available coverage and
    benefit structures.


    Download PDF

Put These Resources to Work

We encourage you to take advantage of these ready-to-use materials
to educate clients, generate meaningful conversations, identify new
opportunities, and grow your business.