Financial professional instructions – when sending Coverpath-related emails to more than one recipient at a time (group e-mail), you’re required to:
- Use a pre-approved, Coverpath-created email template
- Not make any changes to templates other than those in the designated variable fields
- Use an electronic marketing tool – either the tool in use at your agency/firm, or other tool that meets the following requirements:
- Has electronic opt-out capability
- Embeds disclosure in each outgoing email which removes email addresses from the email list when an opt-out request is received
- Automatically sends a complete copy of outgoing emails to your designated email (including the “From”, “To”, “Subject” and body and any attachments or links)
- Offers a portable opt-out list that can be applied to any other electronic marketing tools you use (if you use multiple electronic tools or switch to a new tool, you must apply the opt-out list to all systems or the new system to which he/she is moving)
- Adhere to the following requirements for the email:
- FROM: You are listed as the sender of the email (your @FinancialGuide email or approved DBA email)
- ADDRESS: Your physical, US Post Office address is provided in the email
- SUBJECT: must be clearly worded as an advertisement for a product or service
- TITLE: You may only use “Coverpath financial professional” or other approved title that is appropriate when acting in the capacity of an insurance agent. You may use your system-generated agent personalization if using an electronic marketing tool. Otherwise, “Financial Advisor” or “Financial Planner” titles may not be used when soliciting for insurance products on the Coverpath platform.
Delete instructions prior to sending your email.
LIAM Message 1:
Email Version
Subject Line: Who is life insurance for?
Hi {first name}},
Life insurance is for you and your loved ones! Since September is Life Insurance Awareness Month, it’s a great time to think about how you can gain peace of mind by protecting those who depend on you financially.
With MassMutual’s Coverpath platform, you can apply online, at your own convenience–with or without my help. Of course, I’m here if you have any questions along the way! To get a free online quote, visit <insert financial professional link>
Best,
[insert financial professional name and signature]
Coverpath financial professional
[insert financial professional business post office address]
[financial professional contact information/telephone]
These products may not be available in all states. State variations apply.
MassMutual Convertible Term (SCT, TFC and ICC18TFC in certain states, including North Carolina) is a term life insurance policy, and MassMutual Whole Life 100 (WL-2018 and ICC18WL in certain states, including North Carolina) is a level-premium, participating, permanent whole life insurance policy. Both products are issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001.
This email message and its attachments are for the sole use of the intended recipient or recipients and may contain confidential information. If you have received this email in error, please notify us and delete this message.
You can UNSUBSCRIBE from this email
CP-201908-0662
______
LIAM Message 1:
LinkedIn Inmail Version
Subject Line: Happy Life Insurance Awareness Month!
Hi {first name}},
I came across your profile and thought you may be interested in hearing about how you can apply for life insurance online. Since September is Life Insurance Awareness Month, it’s a great time to think about how you can gain peace of mind by protecting those who depend on you financially.
With MassMutual’s Coverpath platform you can get a free quote and apply when it’s convenient for you. Of course, I’m here if you have any questions along the way! To get a free online quote, visit <insert financial professional link>.
Best,
[insert financial professional name and signature]
Coverpath financial professional
[insert financial professional business post office address]
[financial professional contact information/telephone]
These products may not be available in all states. State variations apply.
MassMutual Convertible Term (SCT, TFC and ICC18TFC in certain states, including North Carolina) is a term life insurance policy, and MassMutual Whole Life 100 (WL-2018 and ICC18WL in certain states, including North Carolina) is a level-premium, participating, permanent whole life insurance policy. Both products are issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001.
This email message and its attachments are for the sole use of the intended recipient or recipients and may contain confidential information. If you have received this email in error, please notify us and delete this message.
You can UNSUBSCRIBE from this email
CP-201908-0662
_______
LIAM Message 2:
Email Version
Subject line: The top 3 reasons people get life insurance
Hi {first name},
Happy Life Insurance Awareness Month! Most people who need life insurance coverage aren’t even aware of how it could benefit them and their loved ones. So, what can life insurance do for you? Here are the top 3 reasons people choose to get covered:
- You got married- Now that you’re officially a “we” instead of an “I,” you may want to make sure your spouse is financially protected by applying for life insurance coverage
- You had a child- As a parent, you want to make sure you’re always prepared. Life insurance can help ensure that your child is cared for if you were no longer in the picture..
- You bought a house- If something were to happen to you, would your loved ones be able to handle household expenses, such as the mortgage? Life insurance can help with that.
MassMutual’s Coverpath platform lets you apply online, at your own convenience. If you’re interested in getting a free quote, visit <insert financial professional link>
Best Regards,
[insert financial professional name and signature]
Coverpath financial professional
[insert financial professional business post office address]
[financial professional contact information/telephone]
These products may not be available in all states. State variations apply.
MassMutual Convertible Term (SCT, TFC and ICC18TFC in certain states, including North Carolina) is a term life insurance policy, and MassMutual Whole Life 100 (WL-2018 and ICC18WL in certain states, including North Carolina) is a level-premium, participating, permanent whole life insurance policy. Both products are issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001.
This email message and its attachments are for the sole use of the intended recipient or recipients and may contain confidential information. If you have received this email in error, please notify us and delete this message.
You can UNSUBSCRIBE from this email
CP-201908-0662
______
LIAM Message 2:
Linked In Inmail Version
Subject line: The top 3 reasons people get life insurance
Hi {first name},
I came across your profile on Linked In and thought you might be interested in hearing about a new way to apply for life insurance online. Think you don’t need life insurance? Most people who do need it aren’t even aware of how it could benefit them and their loved ones. So, what can life insurance do for you? Here are the top 3 reasons people choose to get covered:
- You got married- Now that you’re officially a “we” instead of an “I,” you may want to make sure your spouse is financially protected by applying for life insurance coverage.
- You had a child- As a parent, you want to make sure you’re always prepared. Life insurance can help ensure that your child is cared for, no matter what happens.
- You bought a house- If something were to happen to you, would your loved ones be able to handle household expenses, such as the mortgage? Life insurance can help with that.
MassMutual’s Coverpath platform lets you apply online, at your own convenience. If you’re interested in getting a free quote, visit <insert financial professional link>
Best Regards,
[insert financial professional name and signature]
Coverpath financial professional
[insert financial professional business post office address]
[financial professional contact information/telephone]
These products may not be available in all states. State variations apply.
MassMutual Convertible Term (SCT, TFC and ICC18TFC in certain states, including North Carolina) is a term life insurance policy, and MassMutual Whole Life 100 (WL-2018 and ICC18WL in certain states, including North Carolina) is a level-premium, participating, permanent whole life insurance policy. Both products are issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001.
This email message and its attachments are for the sole use of the intended recipient or recipients and may contain confidential information. If you have received this email in error, please notify us and delete this message.
You can UNSUBSCRIBE from this email
CP-201908-0662
_____
LIAM Message 3:
Email Version
Subject line: How much does life insurance really cost?
Hi {firstname}
This life insurance awareness month, I’m working to make sure people understand how affordable it can be to protect their loved ones. Did you know that most people think life insurance is 3 times as expensive as it actually is? Coverage is generally a lot more affordable than you think! For example, a 35 year-old man living in Massachusetts who is in excellent health and does not smoke could get $500,000 of coverage for about $25/month.
Ready to see how much your coverage could cost? Get a free quote at <insert financial professional link>
Best Regards,
[insert financial professional name and signature]
Coverpath financial professional
[insert financial professional business post office address]
[financial professional contact information/telephone]
These products may not be available in all states. State variations apply.
MassMutual Convertible Term (SCT, TFC and ICC18TFC in certain states, including North Carolina) is a term life insurance policy, and MassMutual Whole Life 100 (WL-2018 and ICC18WL in certain states, including North Carolina) is a level-premium, participating, permanent whole life insurance policy. Both products are issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001.
This email message and its attachments are for the sole use of the intended recipient or recipients and may contain confidential information. If you have received this email in error, please notify us and delete this message.
You can UNSUBSCRIBE from this email
CP-201908-0662
_____
LIAM Message 3:
Linked In Inmail Version
Subject line: How much does life insurance really cost?
Hi {firstname}
This life insurance awareness month, I’m working to make sure people understand how affordable it can be to protect their loved ones. I came across your profile and thought you may be interested to learn about a way to apply for affordable life insurance online.
Did you know that most people think life insurance is 3 times as expensive as it actually is? Coverage is generally a lot more affordable than you think! For example, a 35 year-old man living in Massachusetts who is in excellent health and does not smoke could get $500,000 of coverage for about $25/month.
Ready to see how much your coverage could cost? Get a free quote at <insert financial professional link>
Best Regards,
[insert financial professional name and signature]
Coverpath financial professional
[insert financial professional business post office address]
[financial professional contact information/telephone]
These products may not be available in all states. State variations apply.
MassMutual Convertible Term (SCT, TFC and ICC18TFC in certain states, including North Carolina) is a term life insurance policy, and MassMutual Whole Life 100 (WL-2018 and ICC18WL in certain states, including North Carolina) is a level-premium, participating, permanent whole life insurance policy. Both products are issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001.
This email message and its attachments are for the sole use of the intended recipient or recipients and may contain confidential information. If you have received this email in error, please notify us and delete this message.
You can UNSUBSCRIBE from this email
CP-201908-0662
