Tutorials

Personalizing flyers and brochures

1. Make sure that you’ve entered information in all the appropriate fields in your Account Profile. There is even an area for a logo. Make sure you hit the “Save Changes” button at the very bottom.

2. From the Flyers & Brochures page, click "Preview" for the resource you'd like to personalize.

3. Select an option for personalization. You may choose either "No Logo" or the photo/logo you have uploaded in your Account Profile.

4. Click Download Personalized.

Embedding a video

It's as easy as copying the embed code and placing it in your website. Just follow these steps:

1. Make sure you’ve added your website to your Account Profile. The videos will only display on the website(s) entered in your Account Profile.

2. Highlight and then copy the embed code that you see in the "Embed the video" box.

4. Paste the embed code into a page on your website.

Embedding the calculator

The Life Happens Pro Embeddable Calculator and Planner can be customized and put (embedded) on your website. Just follow these steps:

1. Make sure you’ve added your website to your Account Profile. The videos will only display on the website(s) entered in your Account Profile.

2. If you’d like, customize the Calculator or Planner using the tools in the “Customize the Calculator” area or embed it as-is.

3. Scroll down below the Calculator or Planner to “Embed this Calculator (or Planner) on your site.” Highlight and then copy the embed code that you see in the box.

4. Paste the embed code into a page on your website.

6 Easy Tips to Get Started With Life Happens Pro

1. Make sure you’re using the personalization feature of Life Happens Pro (this is big!).

You can have your contact information and logo appear in the lower right-hand corner of flyers and brochures, giving your prospects and clients an easy way to contact you. To do this, make sure you’ve entered your information in all the appropriate fields in your Account Profile. Don’t forget to hit the “Save Changes” button at the very bottom. Now when you choose a flyer or brochure, just choose the “Download Personalized” link to the right of the flyer! If you’d like a short video tutorial, watch "Personalizing flyers and brochures" above.

2. Put the personalized flyers to work.

Why not try sending a Real Life Story to new parents—who should be considering life insurance. (If you’ve done #1 correctly, you should see your contact information in the lower right-hand side!) You can send it with a customized message.

3. Enhance your website by adding one (or more!) of our great videos.

Life Happens Pro has an easy-to-use feature that lets you embed videos on your website. It doesn’t take a tech genius to do it, you (or someone you work with) just need to know how to access the back-end of the site where the code sits.

4. Draw people to your website by adding the Life Insurance Needs Calculator.

Did you know that this Life Happens calculator is our most visited website page? People WANT to “do their own math” and come up with a working idea of how much life insurance they may need. So now it’s time to put this incredibly powerful tool on your website. It will only take a few minutes. Go here to get the steps that walk you through getting it on your site and, if you choose, you can customize and brand it for your business. Once it’s up there, don’t forget to send prospects and clients there to use it.

5. Make your website is a go-to place for insurance information by adding the Embeddable Insurance Planner.

This online tool helps clients and prospects come to their own conclusions about their insurance needs, while they are on your website. Visitors answer two easy questions about their “life stage” (such as “I'm single,” or “I have a young family”) and what they want “to protect,” (their loved ones, their income) and are then taken to a great Real Life Stories video and brief explanation that shows why a specific type of insurance coverage is so important. (By the way, these videos have been proven, by an independent survey, to make people 75% more likely to consider purchasing insurance coverage!) You can either walk through the steps here to learn how to embed and customize the planner, or watch a short tutorial video above.

6. Take a tip from MDRT member and Life Happens Pro user Brock Jolly.

“We use the What You Need to Know About Life Insurance and the What You Need to Know About Disability Insurance brochures, which express the need and the power for proper life and disability income planning, but are carrier agnostic. They give the facts without the hyperbole and propaganda that many carrier marketing pieces contain. Best of all, we’ve branded them with our company logo. It gives us the appearance that we have a multimillion dollar marketing firm behind us creating this marketing collateral. The reality is that we have Life Happens Pro.”

Frequently Asked Questions

I tried to personalize the materials, but it’s missing some information that I wanted in there.

First, make sure that you’ve entered information in all the appropriate fields in your Account Profile. There is even an area for a logo. Make sure you hit the “Save Changes” button at the very bottom! Then try again. If that hasn’t solved your issue, then feel free to contact us at support@lifehappens.org.

How do a get a printed version of a flyer or brochure?

We’ve found that many agents and advisors prefer to send them as a high-resolution PDF to their clients or prospects. But if you’d like a printed copy, just click “Download” beneath the flyer or brochure and save to your computer (check your “Download Folder” if you can’t find it). This is a high-resolution PDF file that you can print on your work printer or you can use an online printing service like FedEx Office or the UPS store.

Is my web browser supported?

We recommend that you use one of the following browsers:

Chrome - Latest Version
Firefox - Latest Version
Safari - Latest Version
Internet Explorer 9 and above (we recommend IE 11)

We are no longer able to provide support for Internet Explorer 6, 7, or 8.

Have more questions?
Contact us at support@lifehappens.org