Resources for agents.
Playbooks for keeping policies in force, scripts that reopen conversations, and client-ready guides you can send under your own name. All free.
Agent playbooks
Written for the person selling the policy, not the person buying it.
Articles to send clients
Plain-language guides with no product pitch. Share them in a follow-up email and give a cold client a reason to reply.
How to update your life insurance beneficiary
Updating your beneficiary takes less than 15 minutes — but most people never do it. Here is exactly how, and when, to make the change.
Policy basicsWhat happens to your life insurance when you change jobs?
Group life insurance from your employer disappears when you leave. Here is what to do before your last day so your family stays protected.
Policy managementLife insurance lapse: what it means and how to fix it
A lapsed policy is not always the end of your coverage — but the window to fix it is short. Here is what lapse really means, why it happens, and how to reinstate.
BeneficiariesThe difference between primary and contingent beneficiaries
Most people name one beneficiary and call it done. But what happens if that person dies first? Here is how the backup system works — and why it matters.
Family planningHow much life insurance do I actually need?
Most people either have too little coverage or carry policies they don't understand. Here is a plain-language framework for arriving at a real number — not a guess.
Family preparednessWhat your spouse needs to know about your insurance
In most households one person handles the insurance. Here is the short conversation that makes sure the other person is not starting from zero.
Downloadable tools
Print them, brand your conversation around them, or send them ahead of a review.
The Lapse Problem — Agent Playbook
Why policies lapse, the warning signs that show up months in advance, and the outreach sequence that saves the policy before the grace period closes.
Questions to Ask Your Insurance Agent
Send this to a client before an annual review. They arrive with real questions, and you look like the professional who wanted them prepared.
The Annual Insurance Review Checklist
A structured agenda for the review call — coverage, beneficiaries, premiums, and gaps — so every client conversation ends with a next step.
Life Insurance Beneficiary Review Worksheet
The single highest-value review you can run with a client. Twenty minutes, every policy, every designation confirmed.
Resources start the conversation. EverKeep keeps it going.
Every client you activate is a policy that doesn't lapse and a beneficiary who already knows your name. Try it free for 30 days.