As an insurance agent, you already understand the importance of protecting your clients’ health and financial well-being. But your role can extend even further. Life insurance offers another vital layer of financial protection—one that safeguards families, supports long-term planning, and ensures peace of mind during life’s most difficult transitions.

This guide is designed to help you confidently branch into life insurance sales. You’ll explore the foundational needs for life insurance, the different types of policies available, key factors in determining suitability, and essential concepts like insurable interest. You’ll also learn about policy features, riders, and how to tailor coverage to fit your clients’ evolving needs.