CI Review – Genworth’s The Index Institute Microsite

by on Jun 25, 2013

Genworth LogoGenworth recently introduced a new Asset Builder Index UL, the firm’s first indexed universal life (IUL) insurance policy. In accordance with the product release, the firm unveiled The Index Institute, a new index-focused sales support microsite and one-of-a-kind mobile app. The Index Institute microsite provides advisors with a variety of resources including sales ideas, consumer point-of-sale materials, white papers, case studies, videos and market insights on economic and legislative updates from industry leaders.

The Index Institute Highlights
The Index Institute offers a wealth of prospecting and educational materials for financial professionals. Here are the sections of the microsite and resources we found to be particularly valuable:

  • Market Insights: Features reports from legislative and regulatory development experts, informing advisors how to talk to clients that are worried about increases in tax rates concerning the new fiscal cliff compromise.
  • Index Basics: Provides advisors with Index Universal Life Insurance and Index Annuity informational videos that educate the financial professional on the fundamentals of index products such as the evolution of index products, comparing index UL products, distributions and more.
  • Sales Ideas: Offers index UL sales ideas, strategies and training for different types of clients such as parents saving for their children’s college, grandparents looking to provide a solid financial future for their family and business owners looking to supply benefit programs for their key employees.
  • Marketing Tools: Contains educational videos from Charlie Gipple – National Director of Index Products – including product training presentations, sales-focused case studies to help educate diverse clients with their different needs and pre-existing consumer-approved white papers offered on the Education section of the advisor site.

Genworth The Index Institute Microsite
Genworth The Index Institute Microsite
Closing Thoughts
With IUL policies driving insurance sales over the last several years, we have seen firms like Genworth not only make the move to provide their clients with more indexed options but also create more engaging advisor resources. The Index Institute aims to give financial professionals an advantage on the business opportunities that arise with indexed product sales.