A Scream Queen Life Insurance Case Study

Oct 30, 2019

Life Insurance doesn’t have to be scary. There are a lot of options no matter what stage of life your clients are currently in when they start thinking about purchasing a policy. In honor of the spooky holiday, let’s use one of America’s favorite scream queens as an example: Laurie Strode from the Halloween movie franchise.


Halloween (1978) - Laurie Strode, 17yo

laurie 1.png

When we first meet Laurie Strode in 1978, she is a cautious teenager with a thriving babysitting business. After being harassed by a homicidal Michael Myers on Halloween night, we learn that Laurie is a planner. She sets up traps and attempts to evade her tormentor...all while keeping the kids in her care safe. At this point, Laurie is a bit young to be thinking about life insurance, but after her Halloween night with Michael Myers, she certainly has death and protection on the mind. In a few years, Laurie would benefit from looking at Term Life Insurance options to protect her finances if she becomes a new homeowner, gets married, or has children. With Term with Living Benefits, Laurie can dip into her death benefit tax-free if certain financial hardships sneak up on her.


Halloween H20: 20 Years Later (1998) - Laurie Strode, 37yo

laurie 2.png

Fast forward 20 years and Laurie is now nearing middle-age and is a single mother of a teenage son. Laurie is working as a headmistress of a private boarding school and lives in constant fear of Michael Myers returning to murder her and her son. With this threat looming overhead, let’s hope that Laurie’s financial advisor has helped her nail down a solid Index Universal Life policy in case her son survives the rampage. Her son would receive a tax-free death benefit that accumulated while Laurie was alive. Let’s also hope that she has some Key Person coverage to help protect the boarding school she’s running. 


Halloween (2018) - Laurie Strode, 57yo

laurie 3.png

We see Laurie Strode again 40 years after her first run-in with Michael Myers. Her life of fear has worn her down. She drinks heavily and rarely leaves her fortified home. Laurie has an estranged daughter and a teenage granddaughter whom she must protect from Michael Myers at all costs on yet another Halloween night. But what about protecting her retirement income? Laurie has many options if she survives. An Annuity or Retirement Alternative could help her live out her days in peace and quiet...unless Michael returns again.


For more information on insurance products that fit any stage of a client’s life, please give one of our Brokers Alliance Agent Relationship Managers a call at 480.296.0169.




Category: Life Insurance

Category List


Tag List

Annuity (3)
Economy (1)
Marketing (14)
Additional Earning (1)
Protection (2)
Market (1)
gul (4)
Brokers Alliance (8)
selling (1)
Investments (2)
Insurance (21)
Sales (25)
life concepts (1)
funeral (1)
Best Rates (1)
Waste Management Open (1)
sales presentations (2)
life insurance awareness (1)
Brokers Alliance Open (1)
Product Updates (1)
buy sell agreement (1)
Beneficiary (2)
review (2)
Annuities (36)
term (6)
earning opportunities (1)
Tax Benefits (2)
underwriting (1)
Retirement Investment (3)
Tips (4)
indexed universal life (2)
business owners (4)
Fixed Indexed Annuities (2)
online resources (1)
FIA (1)
Brokers (2)
digital tools (1)
Sales Concepts (18)
Universal Life Insurance (4)
march madness (1)
Deferred Fixed Annuities (2)
Financial Legacy (6)
Life Quotes (4)
Quoting Tools (1)
products (5)
life happens (1)
DOL (2)
savings (1)
MAC (4)
Donation (1)
Facebook (2)
Legacy (1)
end of year (1)
Life Insurance (96)
Asset-Based LTC (1)
Breast Cancer Awareness Month (5)
Annuity Update Show (11)
tools (2)
advanced planning (2)
guaranteed universal life (1)
Video On-Demand (2)
resources (2)
Mobile App (1)
Variable Annuities (1)
non-med (3)
Retirement (13)
Long Term Care (5)
PBR (1)
Gift (1)
Compliance (1)
E-App (1)
Income (1)
Content Building (2)
networking (1)
rates (1)
Healthy Living (1)
injury (1)
Production (1)
Executive Bonus Arrangement (1)
Life Insurance Broker (15)
Death Benefit (2)
Market Exposure (1)
Clients (2)
Required Minimum Distribution (1)
Featured MAC App (2)
premium deposit account (1)
business planning (6)
Brand Values (1)
Social Optimization (3)
CSO (1)
Health Care (2)
Charity (2)
Life Insurance Awareness Month (6)
BlackRock (1)
Retirement ACE (1)
virtual sales (3)
quoting (1)
Millennials (6)
MAC App Feature (1)
Advice (1)
business solutions (4)
business owner solutions (1)
PIA (2)
Media (2)
Leaderboard (1)
Immediate Fixed Annuities (1)
Star Wars (1)
RMD (1)
Long-Term Care Awareness Month (1)
Life Insurance Evaluation (8)
final expense (1)
social security (2)
Income Planning Academy (1)
Social Media (8)
advanced markets (1)
sales kit (2)
industry trends (1)
Life Insurance Update Show (9)
Looking Forward, Giving Back (1)
private pension funding (1)
Pitch (1)
Charitable Giving (3)
Alternatives (5)
trends (1)
Quotes (1)
Annuity Concepts (13)
Fixed Annuities (9)
Breast Cancer Research (1)
LifeBrain (1)
training (9)
estate planning (2)
Gender Gap (1)
Index Universal Life (1)
permanent life insurance (4)
Financial Planning (20)
Legacy Planning (1)
hiring (6)
Alternative Investments (2)
term life (10)
case studies (3)
Generation Y (1)
Training Event (1)
Illustrations (1)
key person (1)
Retirement Planning (24)
Inflation (1)
leads (6)
Baby Boomers (1)
myAdvisorCloud (4)
agent resources (1)
Benefits (1)
IUL (15)
Life Insurance Brokers (6)
Prospecting (6)
illness (1)
life 101 (2)
Webinar (4)
IRA (1)
Retirement Strategy (4)
living benefits (8)
Life Insurance Trends (21)
MYGA (10)
life insurance quotes (1)
Premium Finance (5)
Life Insurance Check Up (7)
Interest Rates (1)
analysis (1)
business (1)
Cash Value (1)
consumer marketing (8)
PPC (2)
Roth (1)
2019 (1)
Indexed Annuity (3)
guarantee (1)
Hybrid Products (1)
presentations (3)
Financial (4)

Tag Cloud

WebinarAnnuityRetirement Strategyleadsinjuryterm lifesocial securityguaranteeDonationDeferred Fixed Annuitiesagent resourcesFacebookAnnuity Update ShowBrokers Alliance OpenMarketFixed AnnuitiesDeath BenefitIRAtrainingbusiness planningMillennialsMarketingBreast Cancer ResearchTipslife insurance quotesbuy sell agreementadvanced marketsRetirement InvestmentBaby BoomerstermWaste Management OpenresourcesIndex Universal LifepresentationsfuneralAsset-Based LTCRothgulliving benefitsGender GapAnnuitiesMarket ExposureRequired Minimum Distributionlife happensBrand Valuesestate planningproductsInsurancevirtual salesLife Insurance Check UpTraining EventSocial OptimizationIULMobile AppInterest RatesCompliancePitchDOLadvanced planningProductionLife Insurance Update ShowSocial MediaAdviceLegacy PlanningLife Insurance Awareness MonthPIAFixed Indexed AnnuitiesQuoting Toolslife conceptsLife Insurance Brokerbusiness solutionsbusiness ownersLifeBrainIndexed AnnuitymyAdvisorCloudBeneficiarySales Conceptsend of yearbusiness owner solutionspremium deposit accountFinancial LegacyLife Insurance BrokersSalesearning opportunitiestrendsAdditional EarningreviewRetirement PlanningCSOsales kitBrokersQuotesPPCClientsInvestmentsBenefitsFeatured MAC AppHealthy LivingInflationsales presentationsLife Insurance EvaluationIncome Planning AcademyanalysisFIAContent BuildingHybrid ProductsHealth CaretoolsMAC App FeatureLife Quotesdigital toolsBrokers Alliancecase studiesTax BenefitsratesProduct Updateskey personfinal expenseLegacyMACBlackRockprivate pension fundingLeaderboardguaranteed universal life2019FinancialExecutive Bonus ArrangementLife InsuranceunderwritingLife Insurance TrendsquotingE-AppUniversal Life InsuranceIllustrationsmarch madnessLong-Term Care Awareness MonthCharityVariable Annuitiespermanent life insuranceBest RatesGeneration YGiftEconomyindustry trendsAlternativesBreast Cancer Awareness MonthRetirement ACEsellingAnnuity Conceptsnon-medMediaFinancial PlanningsavingsVideo On-DemandRMDnetworkingRetirementonline resourcesconsumer marketingPBRLooking Forward, Giving BackIncomeImmediate Fixed Annuitiesindexed universal lifeProspectinglife insurance awarenesslife 101Cash ValueCharitable GivingillnessbusinessLong Term CareProtectionStar WarsMYGAAlternative InvestmentshiringPremium Finance


Archive