Financial Matters Newsletter

Contact Info | 800.243.5334 | www.financialmatters.org

Overview Financial Matters is an easy-to-understand print newsletter designed with you and Allstate customers in

mind. It offers content on financial issues relevant to new and long-term customers. By physically being

delivered to customer’s homes, Financial Matters helps you stay top-of-mind for life changing events and

establishes you as the go-to financial professional. This offer is for an annual subscription, which includes

six editions of the newsletter throughout the year.

What Can I Expect? Offering Details: Agencies will have the Financial Matters bi-monthly print newsletter automatically

mailed six times per year to multiline customers age 25-65 who do not have life insurance or other

financial products with Allstate.

This turnkey offer provides:

o Automatic delivery of your book of business audit to Financial Matters

o Postal delivery of Financial Matters 4-page, full-color, English-edition newsletter; content

focuses on life insurance and financial solutions (FINRA reviewed and Allstate endorsed)

o A personalized front cover with your contact information, photo and your financial specialist

partner (optional).

o View a sample print newsletter

IMPORTANT: Financial Matters gives you the opportunity to showcase your financial specialist

partner on the front cover. Simply add your financial specialist’s agent number into your Marketing

Blueprint profile and their information will be included on all of the newsletters sent to customers.

Description Agent Blueprint Price

Financial Matters (2017 subscription, 50 newsletters

per issue)

Financial Matters (2017 subscription, 100

newsletters per issue)

Financial Matters (2017 subscription, 250

newsletters per issue)

Financial Matters (2017 subscription, 500

newsletters per issue)

Financial Matters (2017 subscription, 750

newsletters per issue)

Financial Matters (2017 subscription, 1,000

newsletters per issue)

Financial Matters Newsletter

Shipment Information: Financial Matters newsletters are mailed on or around:

o February 15 (March/April edition)

o April 15 (May/June edition)

o June 15 (July/August edition)

o August 15 (September/October edition)

o October 15 (November/December edition)

o December 15 (January/February edition)

Newsletters typically arrive 7-10 days after mailing.

Benefits to my Agency Position yourself and your financial specialist as the go-to financial professional when customers have

questions or navigate major life events.

Deepen customer relationships by providing actionable, educational content that helps them further

their financial goals.

Best Practices You can expand the reach of this program by ordering additional copies of the newsletter for your

office, or to give out at seminars.

Consider sending out a Spanish-language version of the newsletter, if appropriate.

Send the newsletters to your own customized list of contacts. Using the article summaries you will

receive in advance of each issue, you can order additional copies of just one issue.

Note: These additional services come at a fee separate from Blueprint, but are Executive Advantage-

eligible. Call (800) 243-5334 for details and additional orders.

Frequently Asked Questions

How will I know which customers receive the newsletter each month? After each edition is

mailed, the list of customers that have received it will be uploaded to My Lists on the Marketing

Blueprint site.

Can I change which customers receive the newsletter? No. The Blueprint offering automatically

generates your list of customers based on multiline customers ages 25-65 with no life insurance or

other financial products with Allstate. However, Financial Matters does offer additional customization

options outside of the Blueprint program offering if you would like more control over your lists: the

option to send a Spanish-language version of the newsletter or to order additional copies of the

newsletter for your office. For more information on these separate offerings, which may come with an

additional fee, contact Financial Matters at www.financialmatters.org or 800.243.5334.

What happens if I have more customers than the number of newsletters I have purchased?

Based on the audit criteria, a randomly generated list of customers will be pulled to meet the number

of newsletters you have purchased for each edition. This list will stay relatively the same throughout

the year so customers who do receive the newsletter receive it on a regular basis.

Can I include my financial specialist? Yes. Make sure to add the financial specialist Agent ID to your

profile and their information will be automatically added to the Financial Matters newsletter.

Financial Review Calls

Contact Info | Service@H2insight.com | 813.880.9066 Option 3 | Live Chat - H2insight.com

Overview These calls are an opportunity for agents to increase the number of Life and Retirement cross-sell opportunities and strengthen customer retention through a proven live calling program. H2insight will reach out to customers in your book of business who do not currently have financial services products to identify sales opportunities. You can then follow up with the customer to schedule a financial insurance review.

What Can I Expect? On every Financial Review / Cross-sell live call we will:

H2insight manually dials all customers which allows us to call cell phone numbers (This increases the number of customers we are able to reach.)

Make 2 attempts to reach each customer live

Thank the customer on the Agency’s behalf

Identify sales opportunities by asking several detailed questions on Life and Retirement

Provide real-time notification (via email) of all customer responses and identify customers needing immediate attention

Predispose all customers to the Allstate Customer Experience Survey

Leave a customized message if unable to reach the customer

Provide raw data to the Agency with customer information, all answers and comments

When our client service team reaches out to you prior to the first calls being made in January, you will

have 2 options:

H2insight is able to reach out to all to all customer imported for your calling program over a 3 month period or your calls can be made over the course of 12 months. Your client service Account Executive will explain your options in more detail in December.

Description Blueprint Negotiated

Price

Agent Blueprint

Price

$690 $517.50

$1,150 $862.50

$1,610 $1,207.50

$2,300 $1,725

Financial Review Calls

Benefits to my Agency H2insight utilizes highly skilled customer experience agents to make all of your calls manually. This call is proven effective at increasing the number of life application opportunities and is designed to help you reach your agency’s goals.

National Results 35% of customers answer our call

41% of customers were left message

57% need life insurance outside of their work offering

46% have an IRA or 401K through a previous employer

27% are NOT happy with amount they are saving for retirement

Best Practices On every call that requires a follow up we ask the customer for the best time for your Agency to

follow up with them. The best time is ALWAYS and immediate follow up as soon as your receive your

real-time notification from H2insight. This gives the customer a WOW! experience.

Additional Resources Financial Cross-Sell Call Video: http://h2insight.com/financial-cross-sell-call

Testimonials Page: http://www.h2insight.com/testimonials

Life & Retirement Customer Seminar Packages

Contact Info | MarketingBlueprint@allstate.com

Overview Customer seminars are a great way to educate customers on important financial topics and open the door

to much a deeper conversation about their financial needs. At a time when many Americans are

concerned that they have not saved enough to retire, now is a particularly good time to host events to

help educate customers on important retirement topics. Through this offering, you will receive everything

you and your financial specialist partner need to plan and host a successful retirement customer seminar

event based on the topic(s) you select.

Description Agent Blueprint Price

$15

$15

$15

$15

Life & Retirement Customer Seminar Packages

What Can I Expect? Offering Details: When you sign up for a seminar package, you will receive all the tools, resources and

materials you and your financial specialist partner need to host a successful event, including:

o Event planning guide and checklist: This simple guide and checklist will tell you everything

you need to know and do, including when to do it, to plan a successful event.

o Best practices from your peers: A collection of seminar tips and tricks from agency owners,

financial specialists and field sales leaders that have successfully leveraged customer seminars

to boost Life & Retirement sales.

o The presentation with speaker’s notes: Based on the topic you select, we’ll send you the

corresponding presentation complete with detailed speaker’s notes to help you lead a highly

engaging and educational event.

o Invitation resources: Everything you need to invite customers and prospects to your event,

including instructions for how to order newly revamped and fully customizable printed

invitations, eAgent templates and call scripts for help conducting follow up, social media

content for posting on your social networks, recommended audits to help you identify the

right customers based on the topic, and instructions for ordering reminder or save the date

postcards.

o Event day packages: You will receive a set of 25 seminar handouts for event attendees. The

handouts will include topic-appropriate marketing materials and evaluation forms. We’ll also

send you sign in sheets for use on event day and thank you cards for use in follow up with

customers.

Shipment Information: You will receive everything for this program in January. Everything except the

event day packages will be emailed to you from the Marketing Blueprint team and the event day

packages will be mailed to your office. If you signed up for a seminar from AXA, a wholesaler or other

representative from the company will be in touch to provide you with materials and event support. If

you signed up for a seminar from Prudential or Voya, you will initially receive information from

Marketing Blueprint, but may receive follow up from their wholesalers.

PLEASE NOTE: Signing up for this package provides you will all of the tools and resources to help you plan an event on your own. It does not include any additional monetary support or provide you with a guaranteed time for hosting the event. How, when and where you host the event is entirely up to you.

Benefits to my Agency Deepen customer relationships by opening the door to much more extensive needs conversations.

Further position yourself and your financial specialist as trusted advisors.

Best Practices Making personal contact with customers and prospects to invite them to the event goes a lot further

than a mailer or email. Consider making personal phone calls, inviting guests in person when they

come to your office or taking additional steps to make the invitation process personal to each invitee.

Additional Resources For additional customer seminars not included in this offer (including Social Security topics),

additional marketing materials or education opportunities, visit www.accessallstate.com/iSell.

Life & Retirement Emails

Contact Info | MarketingBlueprint@allstate.com

Overview Only 31% of Allstate customers know we offer life insurance and only 7% know we offer retirement

services. That’s why it’s so important for you to take every opportunity to get the message out to

customers and position yourself as their trusted advisor for more than just auto and property insurance.

By signing up for the Life & Retirement emails, you have an opportunity throughout the year to raise

awareness of your financial services offerings – all programmed to send the right message to the right

customer at the right time. You can further strengthen your effort by signing up for the Life Insurance

Cross-Sell direct mail and email program, available through Blueprint and drops in September.

Description Agent Blueprint Price

Free

Includes: A financial markets and news update sent to

your customers via email every quarter and an advance

preview of the update for you complete with talking

points to help you handle a detailed conversation on the

timely news topics.

$40

Please note: You have the opportunity to order more than one type of email.

What Can I Expect? Retirement Readiness Email: Sent in March, this email is sent to customers ages 27-70 that are

monoline auto, home or life, or are multiline customers with no financial. Based on their age, customers

are sent one of four emails.

College Savings Email: Sent in May, this email is sent to customers ages 25-50 that have children.

Long Term Care Email: Sent in June, this email is sent to customers ages 50-70.

Financial Markets Insights: Quarterly Email Program: By signing up for this program, you will have

the opportunity to help educate customers on current financial markets movement and important

financial news. This will help you stay top of mind with customers when they have financial questions

and position you as a trusted resource. The program includes:

o An email sent to customers every quarter that contains up to four financial market or other

financial news insights. The email will be sent to customers that are multiline home and auto,

monoline life/financial, have presence of PUP or are monoline landlord. Two versions will be

sent, one to customers ages 27-45 and another to customers 46-65.

o The information in the emails will be timely, educational, relevant to middle market customers

and written in a clear, easy-to-understand manner. The emails encourage customers to talk to

you if they have questions.

Life & Retirement Emails

o A preparation kit emailed to you one week before each customer email is sent out. The kit will

include a sample of the emails that are being sent to customers, additional information on the

topics included and talking points to help you have a detailed conversation.

o Shipment Information: Emails will be sent to customers on your behalf near the start of

each new quarter. One week before the email is sent, you will receive an advance preview.

Important: Through these programs, you have an opportunity to position you and your financial

specialist together on the emails that are sent to customers. To include your financial specialist partner,

you must add their agent number to your Marketing Blueprint profile.

Benefits to my Agency Deepen customer relationships by helping them be better prepared for the future.

Open the door to much more extensive financial needs conversations.

Further position yourself and your financial specialist as trusted advisors and as a source for

knowledgeable information.

Raise awareness among customers about the level of financial expertise in your agency.

Best Practices Emails are a great first point of contact, but won’t make the phones ring off the hook. Be sure to

follow these programs up with a personal phone call to the customers that received it. Signing up for

the Life & Retirement Call Night Package will give you talk paths and more to help you follow up.

Take advantage of the advance preview and talking points that will be provided to you with this

package to make proactive calls to customers to help answer their questions and secure follow up

appointments.

Additional Resources To complete the year of messages around Life & Retirement, sign up for the Life Insurance Cross-Sell

direct mail and email program, available through Blueprint, that drops in September.

The Customer Solutions Group includes experts on life insurance, retirement, investments, savings and

advanced planning. Should you have questions or want help with a customer case, contact the

Customer Solutions Group at (800) 856-0934.

Life & Retirement Toolkits

Contact Info | MarketingBlueprint@allstate.com

Overview Marketing Blueprint affords you the opportunity to participate in multiple Life & Retirement email and

direct mail programs, including the Retirement Readiness email in March, College Savings email in May,

Long Term Care email in June and Life Insurance letter and email in September. While those programs

themselves will help you raise awareness among customers, it’s through successful follow up that you’ll be

able to generate appointments that can lead to sales. These toolkits will help you be successful with this

process.

With the Life & Retirement Call Night 2017 Toolkit, you will receive everything you need to conduct

call nights in follow up to the existing Life & Retirement email and direct mail programs. Set up as a

subscription service, the information will be sent to you just-in-time so you have it at the top of your

inbox when those emails and letters are being sent on your behalf.

With the Tax Season 2017 Toolkit, you will receive everything you need for your agency to help start the

tax conversation with your customers. The beginning of the year is a great time to talk to customers about

their retirement and other financial needs. Not only are customers in the spirit of making resolutions to

save more, but preparing their taxes is giving them an opportunity to look very closely at their finances.

With the you can integrate life insurance into a comprehensive home

protection conversation and show customers you are looking out for their overall protection needs as

their trusted advisor. Using a full suite of newly developed marketing materials, you can message Home +

Life within your agency to get the conversation started with customers.

Description Agent Blueprint Price

Life & Retirement Call Night 2017 Toolkit

Includes: Call scripts, call night hosting tools, ideas for

games to get your staff engaged and more to help you

conduct successful follow up on Life & Retirement

email and direct mail programs available through

Blueprint.

Free to Agents

$15

$15

Life & Retirement Toolkits

What Can I Expect? Life & Retirement Call Night 2017 Toolkit

Offering Details: In conjunction with the Life & Retirement email and direct mail programs that

are available for you to order separately through Marketing Blueprint, you will receive an email

containing everything you need to conduct successful call follow ups on those topics. Through

this program, you will receive call scripts, instructions for how to pull the list of customers that

received the mailing, event hosting tools (such as tracking charts or planning ideas), ideas for

games or competitions to help you engage staff to make follow up calls, and a sample of the

associated email or direct mail that is being sent to customers.

Shipping information: The emails with information and their corresponding topic will mimic

the timing and topic of the email and direct mail programs:

o March: Retirement Readiness

o May: College Savings

o June: Long Term Care

o September: Life Insurance

PLEASE NOTE: Signing up for this package does not also automatically enroll you in the

associated email and direct mail programs. You must sign up for those separately. However,

whether you’ve signed up for them or not, by signing up for this subscription package you will

still receive call night follow up information corresponding with the full email and direct mail

schedule.

Tax Season 2017 Toolkit

Offering Details: To help you message retirement services in your agency, you’ll receive a kit of

printed materials along with an email containing sales ideas, eAgent templates, social media

content, agency website ideas, recommendations on launching a direct mail and/or advertising

campaign, and more.

Shipment Information: Printed kits will be mailed and the email of resources will be sent in

early January.

Offering Details: All of the materials you need to message Home + Life in your agency.

o Posters: you will receive two Home + Life posters for your agency.

o Brochures: you will receive 25 each of the homeowners brochure, which now includes a

Life message, the Why Life brochure and the Applying for Life Insurance brochure. The

Applying for Life Insurance and homeowners brochures will be personalized with your

contact information but will not include a photo.

o Good Hands Cards: you will receive 25 homeowners Good Hands Card, which now

include a Life message. The Good Hands Cards will be personalized with your contact

information but will not include a photo.

o Home + Life Media Center Options: Media Center advertising options that further

support Home + Life. These tactics have been packaged together to make ordering

easy for you.

o Please note that the cost of these options are not included in this offer. Advertisements

can be paid for directly through Media Center with Media Center credits, Build an Ad

credits or Executive Advantage funds.

Shipment Information: Kits will be mailed to your office six weeks after enrollment closes.

Life & Retirement Toolkits

Benefits to my Agency Life & Retirement Call Night 2017 Toolkit

Turn email and direct mail programs into appointments by making personal contact with each

customer.

Provides you with an additional opportunity to connect with customers about the financial

needs, opening the door to a much more extensive financial needs conversation.

Tax Season 2017 Toolkit

Deepen customer relationships by helping customers with one of their biggest concerns –

having enough money to enjoy retirement.

Further position yourself and your financial specialist as trusted advisors and as a source for

knowledgeable information.

Enhance your reputation in the community by advertising in local print, radio and TV programs.

Deepen customer relationships by helping customers protect one of their largest assets for their

family – their home.

Further position yourself and your staff as trusted advisors and as a source for knowledgeable

information.

Enhance your reputation in the community by advertising in local print, radio and TV programs.

Best Practices Life & Retirement Call Night 2017 Toolkit

Motivate staff to make follow up calls by offering incentives or creating a friendly competition

with prizes.

Tax Season 2017 Toolkit

Connect with your financial specialist partner to talk through your game plan. Bring them into

meetings with staff and get everyone on the same page for how you’ll talk to customers about

retirement during the first part of the year.

Work with your staff and financial specialist partner to create a game plan surrounding Home

+ Life. Talk through how you will ask customers about life insurance during the homeowners

quoting process, including using the talk paths in Alliance and following up on the

Personalized Proposal, and get on the same page for how you’ll refer customers to your

financial specialist for follow up.

Additional Resources Visit www.accessallstate.com/iSell for learning opportunities, marketing materials and more to help

you grow your Life & Retirement business.

You may also want to sign up for the Retirement Readiness email campaign and the Retirement

Customer Seminar Packages in Blueprint to create a full retirement-focused campaign in your agency.

Life & Retirement Toolkits

Sample Materials – House & Home (not available in AK, VT, NC, FL, ND, SD, WY, WA, CA, CT)

House & Home brochure Personalized with your

information D10896-2

Qty. 25 in kit

House & Home Good Hands

Card Personalized with your

information D10745-3

Qty. 25 in kit

Home + Life poster

D12429 Qty. 2 in kit

Why Life brochure

ALR2600 Qty. 25 in kit

Applying for Life Insurance brochure Personalized with your information

ALR648-1 Qty. 25 in kit

Life & Retirement Toolkits

Sample Materials – General Homeowners (available CW)

Home Solutions brochure

D12036-1 Qty. 25 in kit

Home Solutions Good Hands

Card Personalized with your

information D11965

Qty. 25 in kit

Home + Life poster

D12429 Qty. 2 in kit

Why Life brochure

ALR2600 Qty. 25 in kit

Applying for Life Insurance brochure Personalized with your information

ALR648-1 Qty. 25 in kit

Power Sports – Polaris Toolkit

Contact Info | AllstatePowerSports@allstate.com

Overview Allstate is the preferred insurance provider for Polaris! Polaris is among the global sales leaders for off-

road vehicles and has established a presence in the motorcycle market with the Victory® and Indian

Motorcycle® brands. The Polaris toolkit has resources to help position yourself as a trusted advisor while

helping customers protect their passion.

What Can I Expect? Offering Details:

Shipment Information: The kit will be shipped February 1, 2017

Benefits to my Agency Build trust with people in your community by showing Allstate has the backing of a reputable power

sports manufacturer

Best Practices A best practice that can be implemented to help enhance the effectiveness of this program is to

create a partnership with a local Polaris dealership

Make sure to talk to your customers about their power sports needs

Please ensure that you have accurate information on MOD/POD with a photo you would like on your

collateral on Media Center/Brand Muscle

Additional Resources Allstate/Polaris relationship resources – Visit Gateway to learn more about how this relationship can

help you grow your business.

Slingshot speaking points and FAQs – Slingshot is a new vehicle taking the power sports industry by

storm. Allstate has competitive rates for Slingshot owners. Learn more!

Pairs well with Specialty Product Line – Local Event Program

Description Agent Blueprint Price

$25

Power Sports – Polaris Toolkit

Tools At-a-Glance

Brochures

Posters

Decals

Table Tents

Talk Paths

Rate Cards

Polaris RZR die cast toys

Polaris Marketing Tools Overview

Power Sports product overview

laminates