SunLife Financial Goes Live with Advisor-Personalized Microsites and Streaming Media; Advances the State-of-the-Art in Compliant Agent Marketing and Consumer Education
Yesterday SunLife Financial unleashed the next wave of compliant agent marketing and consumer education. To support its agents’ ability to present a compliant and balanced explanation of its new income-oriented indexed annuity, SunDex Advantage, the company has offered thousands of distributors unique personalized microsites that serve as virtual agent assistants. The microsites, which carry all required broker-dealer and, or carrier disclosure language, stream engaging and educational multimedia presentations to prospects’ web browsers.
Delivery of the product “story” to the web browser creates a significant marketing process advantage for Sun Life’s agents as well as compelling benefits for consumers; prospects gain the ability to learn about and evaluate the new product when and where they wish, while also eliminating sales pressure. After watching the multimedia presentation a prospect may conveniently click on a link to send an email message to the agent indicating his or her wish to set-up a meeting to discuss the annuity.
SunLife Financial’s agents gain the ability to reach more prospects at lower cost while delivering a much fuller, more meaningful and consistent explanation of the new income product.
There are actually five separate movies available at the agent microsites: a 30-minute, needs-based presentation which educates on multiple risks retirees face combined with an in-depth exploration of the annuity product. There is also an 8-minute, abbreviated version as well as three, 3-minute case study movies.
With the new microsite capability Sun Life’s agents will be able to engage more prospects, more conveniently while delivering an engaging “experience” to the web browser that is compliant by definition, and consistent with the quality that other large industries routinely offer in support of their intermediaries (think auto manufacturers, health care, retailing, etc.). All of this amounts to an important competitive not to mention compliance advantage for Sun Life Financial and its agents.
Click here to visit a sample SunLife Financial agent microsite.
©Copyright 2007. David A. Macchia.