Life Insurance Flyer

Scenario: You are a newly employed Life Insurance Agent with Allen & Associates.
Next week, you will meet with your first client – the Smith Family – regarding life
insurance. The family consists of John (age 32), Jennifer (age 29), John Jr. (age 7) and
Jessica (age 4). Your job is to create a promotional flyer about life insurance that John
and Jennifer can review after the meeting. Be sure to include the following in your flyer:

1. Discuss three (3) specific reasons to purchase life insurance.

2. Discuss three (3) factors to consider when purchasing life insurance.
3. Describe the types of life insurance available to purchase:
a. Term - basic description
b. Permanent - basic description
i. Whole Life – describe what it is and how it works
ii. Universal Life – describe what it is and how it works
iii. Variable Life – describe what it is and how it works
4. Explain how cash value works.
5. Explain the meaning of a death benefit.
6. Briefly explain how to apply for life insurance.
7. Insert a minimum of three (3) pictures/graphics/images that represent life insurance.
8. Organize your flyer and make it look professional.
9. Remember to check spelling and grammar.
Excellent Good Satisfactory Needs Improvement Points
20 14-19 8-13 7 or below Earned
Organization of Each section of the 75% or more 60% of the Less than half of the
information flyer is organized very sections of the flyer sections are sections of the flyer
presented well and makes sense are organized. organized. are organized in
to the reader. manner that makes
sense to the reader.
Content-accuracy All facts in the flyer 90-99% of the facts 80-89% of the Fewer than 80% of
and information are accurate. in the flyer are facts in the flyer the facts in the flyer
validity accurate. are accurate. are accurate.
Spelling and No spelling errors and No more than 1 No more than 2 More than 3 spelling
Mechanics all sections of flyer are spelling and writing spelling and and writing errors are
free of writing errors. error present. writing errors are present.
present.
Professionalism The flyer is very The flyer is The flyer is The flyer is not
& Attractiveness professional and professional and somewhat professional and
exceptionally has attractive professional but formatting/
attractive in formatting. could be organization of
formatting. formatted better. material is confusing
to the reader.
Graphics/ Graphics match the Graphics go well Graphics go well Graphics do not go
Pictures topic and text in with the text, but with the text, but with the
section where placed. there are less than 3 there are less than accompanying text or
Flyer has minimum of graphics used. 3 and the flyer appear to be
3 graphics used. seems “text- randomly chosen.
heavy”.
10. Upload completed flyer to Canvas.
Total Points: ______/100
*Flyer must be minimum one-page maximum two*