Engaging Women Clients
Women Prospect Profiles
Tools & Resources
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Insights for Growing Your Business with Women.
A guide to helping them achieve financial well-being.
You’re always there for the clients you serve, helping them achieve financial success. And as women make positive financial strides and experience challenges, the time is right for you to grow your business with them.
Now What? Gain the insight you need and help them make more confident financial decisions with the tools in this playbook.
What?
Now
What ?
Gain the insight you need and help them make more confident financial decisions with the tools in this playbook.
Tips for engaging
women clients
Women Prospect Profiles
COMING SOON
Women’s purchasing power is increasing.
47%
$10.9t
of women now have primary or shared responsibility for their families’ financial decisions.*
in assets are controlled by women, and that’s expected to grow to $30 trillion by 2030.**
And they’re looking for financial protection–including life insurance.
96%
67%
of U.S. women own life insurance— compared with 58% of U.S. men.***
of U.S. women say they need insurance or need more insurance.***
*Source: Financial Advisor Magazine, “Women Hold Majority of Personal Wealth, But Still Minorities in Advisory Field,” March 25, 2020).
Hungry for financial info?
Watch this video to learn how women are confidently taking control of their financial situations—and what they are looking for financial professionals to provide.
Please reach out to your Prudential wholesaler for more information or to schedule an appointment.
Engaging Women Clients
Transcript
Who’s
Rock?
COMING SOON
Tools & Resources
Your
Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). All are Prudential Financial companies located in Newark, NJ.
© 2025 Prudential Financial, Inc. and its related entities.
For Financial Professional Use Only. Not For Use With Consumer.
ISG_DG_ILI521_01
1068679-00005-00 Ed. 04/2025
Disclosure:
Accessibility
Who’s Your Rock?
96% of women now have primary or shared responsibility for their families’ financial decisions.
47% of U.S. women own life insurance— compared with 58% of U.S. men.
67% of U.S. women say they need insurance or need more insurance.
***Source: Life Insurance Brief: U.S. Women, LIMRA, 2022. Among women ages 18 – 75.
*Source: Financial Advisor Magazine, “Women Hold Majority of Personal Wealth, But Still Minorities in Advisory Field,” March 25, 2020.
**Life Insurance Brief: U.S. Women. LIMRA, 2022.
You want to better understand women's financial needs.
Transcript
Now What ?
10.9 trillion dollars in assets are controlled by women, and that’s expected to grow to 30 trillion dollars by 2030.**
Discover helpful tips for engaging women clients
Now
You want to better understand women's financial needs.
Back
to top
Discover helpful tips for engaging women
Discover helpful tips for engaging women
Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). All are Prudential Financial companies located in Newark, NJ.
© 2024 Prudential Financial, Inc. and its related entities.
For Financial Professional Use Only. Not For Use With Consumer.
ISG_DG_ILI521_01
1068679-00005-00 Ed. 04/2025
Disclosure:
Accessibility
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Home
Tools & Resources
Women Prospect Profiles
Engaging Women Clients
"Growth - financial wellness for all" video.
Who’s your rock
Source: Financial Advisor Magazine, “Women Hold Majority of Personal Wealth, But Still Minorities in Advisory Field,” March 25, 2020.
Life Insurance Brief: U.S. Women. LIMRA, 2022.
Source: Life Insurance Brief: U.S. Women, LIMRA, 2022. Among women ages 18 – 75.
***Source: Life Insurance Brief: U.S. Women, LIMRA, 2022. Among women ages 18 – 75.
Source: Life Insurance Brief: U.S. Women, LIMRA, 2022. Among women ages 18 – 75.
Tools & Resources
Women Prospect Profiles
Engaging Women Clients
Home
Women Prospect Profiles
There’s not just one type of financial experience for women
We’ve created profiles to capture five key women’s segments. When you’re ready to align these segments with Prudential’s products, visit our product portfolio.
Young Professionals
Mature Women
Affluent Women
Sole Parents
Stay-at-Home Moms
Young Professionals
Average age: 37 years old
Majority married
87% HHI $75k+
65% HH Assets $100k+
Please reach out to your Prudential wholesaler for more information or to schedule an appointment.
Visit Now
The following profiles and data are based on research from the 2022 LIMRA What Women Want in Financial Services study and 2022 Kantar U.S. Monitor.*
•
•
•
•
65%
Risk Tolerance:
65% would take risks to take advantage of rewards.
How do they want to feel?
Confidence to plan:
76%
70%
Want to feel competent
Want to feel successful
23%
Have confidence to plan for their financial future.
What are their financial needs?
Wealth building
Retirement savings
Debt management
Financial emergencies
Protection in case of premature death
Debt management
Protection in case of premature death
Financial emergencies
Wealth building
Retirement savings
Debt management
Protection in case of premature death
Financial emergencies
Wealth building
Retirement savings
59%
Want to save
for retirement
Want to
build wealth
53%
Want to feel prepared for financial emergencies
48%
Want to ensure family is secure in case of death
43%
Want to manage and pay off debt
40%
Have challenges with balancing short-term needs and long-term goals
46%
Are overwhelmed by debt
48%
Are overspending
58%
Are overwhelmed by investing
72%
Needs vs. Goals
Debt
Overspending
Investing
Needs vs. Goals
Debt
Overspending
Investing
Needs vs. Goals
Debt
Overspending
Investing
What are their challenges?
Considerations:
Actions:
They have the longest time horizon for growth potential.
Consider balancing affordability and upside potential with products offering cash value, such as Variable Life.
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Visit Now
Term Life that can be converted to a permanent life insurance policy later in life.
Actions:
May face unique challenges if they become chronically ill in the future.
Considerations:
Are worried about unexpected expenses
52%
Are overspending
56%
Are overwhelmed by investing
68%
Are living paycheck-to-paycheck
66%
Unexpected expenses
Overspending
Investing
Financial security
Unexpected expenses
Overspending
Investing
Financial security
What are their challenges?
Want to ensure family is secure in case of death
41%
Want to save for retirement
52%
Want to manage and pay down debt
52%
Want to ensure family is secure in case of income loss
54%
Want to feel prepared for financial emergencies
56%
Protection in case of premature death
Retirment
Debt
Protection against income loss
Financial emergencies
Protection in case of premature death
Retirement
Debt
Protection aganist income loss
Financial emergencies
What are their financial needs?
Have confidence to plan for their financial future.
21%
Confidence to plan:
Want to feel empowered
90%
Want to feel safe and protected
91%
How do they want to feel?
63%
Risk Tolerance:
63% would take risks to take advantage of rewards.
Average age: 41 years old
69% HHI $35k – $75k, 31% $75k+
32% HH Assets <$25k+,
43% $25k– $100k,
21% $100k+
About half are single mothers, half are divorced or separated mothers.
•
•
•
•
Sole Parents
May need supplemental income in future as part of overall goals.
Death benefit protection.
Death benefit protection.
May face unique challenges if they become chronically ill in the future.
May need supplemental income in future as part of overall goals.
A cash value life insurance policy such as Indexed Variable Universal Life or Indexed Universal Life.
A budget-friendly alternative, such as Term Life.
A chronic illness rider to help cover unexpected expenses later in life.
•
•
Prudential policies also offer protection and cash value growth potential that can help supplement income later in life.
Actions:
They need protection and the ability to grow assets to enjoy later in life.
Considerations:
Have challenges with balancing short-term needs and long-term goals
47%
Are overspending
48%
Feel overwhelmed by investing
63%
Needs vs. goals
Overspending
Investing
Needs vs. goals
Overspending
Investing
What are their challenges?
Want to ensure family is secure in case of death
48%
Want to feel prepared for financial emergencies
44%
Want to pay
for college
42%
Need help managing investments
59%
Want to save for retirement
62%
Protection in case of premature death
Financial emergencies
College Tuition
Investments
Retirement
Protection in case of premature death
Financial emergencies
College tuition
Investments
Retirement
What are their financial needs?
Have confidence to plan for their financial future
30%
Confidence to plan:
Want to feel successful
70%
Want to feel connected, relationships
82%
How do they want to feel?
60%
60% would take risks to take advantage of rewards.
Risk Tolerance:
Average Age: 42 years old
100% HHI $150k+
78% HH Assets $100k+
Majority married, with children
•
•
•
•
Affluent Women
Want feel excited, engaged
71%
Consider a Variable Universal Life policy designed for accumulation.
A Survivorship policy, which may offer a cost savings vs. two individual policies.
A chronic illness rider to help with any expenses associated with chronic or terminal illness.
A chronic illness rider to help prepare for the potential impact of unexpected chronic illness.
Protection-focused products that have no market risk or provide downside protection like Universal Life or Indexed Universal Life.
Actions:
Some may not need a death benefit when their spouse passes but may seek coverage for wealth transfer to the next generation.
It’s also important for them to plan for the potential impacts of chronic illness.
Protection and saving for retirement are important to them.
Some may not need a death benefit when their spouse passes but may seek coverage for wealth transfer to the next generation.
It’s also important for them to plan for the potential impacts of chronic illness.
Protection and saving for retirement are important to them.
Considerations:
Have challenges with balancing short-term needs and long-term goals
41%
Are worried about unexpected expenses
44%
Are overwhelmed by investing
53%
Have risk aversion, not willing to take some risk for higher returns, and 40% not investing.
63%
Needs vs. goals
Unexpected expenses
Investing
Risk aversion
Needs vs. goals
Unexpected expenses
Investing
Risk aversion
What are their challenges?
Want to ensure family is secure in case of death
46%
Want to feel prepared for financial emergencies
47%
Don’t want to outlast savings
46%
Want to save for retirement
54%
Are worried about covering the cost of health care
55%
Financial security
Financial emergencies
Savings
Retirement
Health Care
Financial security
Financial emergencies
Savings
Retirement
Health Care
What are their financial needs?
59%
59% would take risks to take advantage of rewards.
Risk Tolerance:
Average age: 60 years old
59% HHI $75k+
56% HH Assets $100k+
Majority married with children
•
•
•
•
Mature Women
Have confidence to plan for their financial future
20%
Confidence to plan:
Want to feel free and autonomous
77%
Want to feel self-reliant and financially independent
81%
Want to feel safe and protected
82%
How do they want to feel?
•
•
Options that offer living benefits and market downside protection.
A cash value life insurance policy can help solve for both needs.
A cash value life insurance policy can help solve for both needs.
Actions:
93% want to feel safe and protected.
Many households have higher incomes and a need to protect and grow money for retirement.
Their average age (38) gives them time to accumulate assets.
93% want to feel safe and protected.
Many households have higher incomes and a need to protect and grow money for retirement.
Their average age (38) gives them time to accumulate assets.
Considerations:
Have challenges with balancing short-term needs and long-term goals
53%
Are worried about unexpected expenses
56%
Are overspending
61%
Are overwhelmed by investing
67%
Needs vs. goals
Unexpected expenses
Overspending
Investing
Needs vs. goals
Unexpected expenses
Overspending
Investing
What are their challenges?
Want to manage and pay down debt
47%
Want to save for retirement
53%
Want to ensure family is secure in case of income loss
53%
Want to ensure family is secure in case of death
56%
Want to feel prepared for financial emergencies
61%
Debt
Retirement
Protection against income loss
Protection in case of premature death
Financial emergencies
Debt
Retirement
Protection against income loss
Protection in case of premature death
Financial emergencies
What are their financial needs?
Have confidence to plan for their financial future
16%
Confidence to plan:
Want to feel connected, relationships
78%
Want to have fun and enjoyment
81%
Want to feel safe and protected
93%
How do they want to feel?
54%
54% would take risks to take advantage of rewards.
Risk Tolerance:
Average age: 38 years old
53% HHI $35k – $ 75k, 47% $75k+
33% HH Assets <$25k+, 33% $25k – $100k, 27% $100k+
Married or partnered with children
•
•
•
•
Stay-at-Home Moms
Want to feel sense of independence
72%
Those with a temporary need or who are more budget conscious.
Those with a temporary need or who are more budget conscious.
Term Life for its affordable death benefit protection.
All profiles are based on a research conducted in 2022 by Kantar U.S. Monitor and a commercial research study conducted by LIMRA in August 2022, focusing on the topic of “What Women Want in Financial Services."
The study provides an understanding of how life stage and circumstances impact women's financial goals, capacity, and behaviors critical to serving them well. There is some overlap between segments in life stage and socio-economic groups of women defined by combinations of age, income, job status, and family circumstance.
*
To build on your knowledge of different women’s segments, here are quick tips for productive conversations about financial planning and life insurance.
Five tips for discussing financial planning with women.
Provide immediate emotional benefits. Help them see how life insurance can help them feel more confident about the future and achieve their emotional aspirations.
Be empathetic. Listen more; talk less.
Teach in a way that simplifies and demystifies without being condescending.
Give them control. Women want choices and decision-making opportunities.
Make the experience as simple and convenient as possible—but customize to each client’s needs, like providing digital/mobile options if that’s their preference.
5.
1.
2.
3.
4.
Link its benefits to the specific financial needs above.
3.
Explain how it can help them:
2.
Explain its foundational role in short- and long-term financial planning.
1.
Three tips for discussing life insurance with women.
Frame it as part of a plan to help them feel more in control of and confident in their financial future.
•
Acknowledge the life insurance they currently have and explain why more coverage may be a good idea
•
Feel more in control of their finances, including spending and debt
Feel more prepared for financial emergencies
Save for retirement and invest to build wealth, while also protecting loved ones
•
•
•
Women’s ages, incomes, home lives, personal responsibilities, levels of financial education, and exposure to financial knowledge all affect what they need and how you can help as a financial professional.
Tools & Resources
Tools & Resources
Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). All are Prudential Financial companies located in Newark, NJ.
© 2025 Prudential Financial, Inc. and its related entities.
For Financial Professional Use Only. Not For Use With Consumer.
ISG_DG_ILI521_01
1068679-00005-00 Ed. 04/2025
Disclosure:
Accessibility
Next segment
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Next segment
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Previous
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Young Professionals
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
• A cash value life insurance policy such as Indexed Variable Universal Life or Indexed Universal Life.
• A budget-friendly alternative, such as Term Life.
Actions:
May need supplemental income in future as part of overall goals.
Considerations:
Are worried about unexpected expenses
52%
Are overspending
56%
Are overwhelmed
by investing
68%
Are living paycheck-to-paycheck
66%
What are their challenges?
Want to ensure family is secure in case of death
41%
Want to save for retirement
52%
Want to manage and pay down debt
52%
Want to ensure family is secure in case of income loss
54%
Want to feel prepared for financial emergencies
56%
What are their financial needs?
Have confidence to plan for their financial future.
21%
Confidence to plan:
Want to feel empowered
90%
Want to feel safe and protected
91%
How do they want feel:
63%
Risk Tolerance:
63% would take risks to take advantage of rewards.
Average age: 41 years old
69% HHI $35k – $75k, 31% $75k+
32% HH Assets <$25k+, 43% $25k -$100k, 21% $100k+
About half are single mothers, half are divorced or separated mothers.
•
•
•
•
A chronic illness rider to help cover unexpected expenses later in life.
Actions:
May face unique challenges if they become chronically ill in the future.
Considerations:
Term Life that can be converted to a permanent life insurance policy later in life.
Actions:
Death benefit protection.
Considerations:
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Prudential policies also offer protection and cash value growth potential that can help supplement income later in life.
Actions:
They need protection and the ability to grow assets to enjoy later in life.
Considerations:
Have challenges with balancing short-term needs and long-term goals
47%
Are overspending
48%
Feel overwhelmed by investing
63%
What are their challenges?
Want to ensure family is secure in case of death
48%
Want to feel prepared for financial emergencies
44%
Want to pay
for college
42%
Need help managing investments
59%
Want to save for retirement
62%
What are their financial needs?
Have confidence to plan for their financial future.
30%
Confidence to plan:
Want to feel excited, engaged
71%
Want to feel connected, relationships
82%
How do they want feel:
60%
Risk Tolerance:
60% would take risks to take advantage of rewards.
Average Age: 42 years old
100% HHI $150k+
78% HH Assets $100k+
Majority married, with children
•
•
•
•
Want to feel successful
70%
Consider a Variable Universal Life policy designed for accumulation.
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Are overwhelmed by investing
53%
Have risk aversion, not willing to take some risk for higher returns, and 40% are not investing
63%
What are their challenges?
Want to ensure family is secure in case of death
46%
Want to feel prepared for financial emergencies
47%
Don’t want to outlast savings
46%
Want to save
for retirement
54%
Are worried about covering the cost of health care
55%
What are their financial needs?
Want to feel free and autonomous
77%
Want to feel self-reliant and financially independent
81%
Want to feel safe and protected
82%
How do they want feel:
Have confidence to plan for their financial future.
20%
Confidence to plan:
59%
Risk Tolerance:
59% would take risks to take advantage of rewards.
Average age: 60 years old
59% HHI $75k+
56% HH Assets $100k+
Majority married with children
•
•
•
•
Have challenges with balancing short-term needs and long-term goals
41%
Are worried about unexpected expenses
44%
• A Survivorship policy, which may offer a cost savings vs. two individual policies.
• A chronic illness rider to help with any expenses associated with chronic or terminal illness.
Actions:
Some may not need a death benefit when their spouse passes but may seek coverage for wealth transfer to the next generation.
Considerations:
A chronic illness rider to help prepare for the potential impact of unexpected chronic illness.
Actions:
It’s also important for them to plan for the potential impacts of chronic illness.
Considerations:
Protection-focused products that have no market risk or provide downside protection like Universal Life or Indexed Universal Life.
Actions:
Protection and saving for retirement are important to them.
Considerations:
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Term Life for its affordable death benefit protection.
Actions:
Those with a temporary need or who are more budget conscious.
Considerations:
A cash value life insurance policy can help solve for both needs.
Actions:
Many households have higher incomes and a need to protect and grow money for retirement.
Considerations:
A cash value life insurance policy can help solve for both needs.
Actions:
Their average age (38) gives them time to accumulate assets
Considerations:
Are overwhelmed by investing
67%
Are overspending
61%
Are worried about unexpected expenses
56%
Have challenges with balancing short-term needs and long-term goals
53%
What are their challenges?
Want to manage and pay down debt
47%
Want to ensure family is secure in case of income loss
53%
Want to save for retirement
53%
Want to feel prepared for financial emergencies
61%
Want to ensure family is secure in case of death
56%
What are their financial needs?
Want to feel connected, relationships
78%
Want to have fun and enjoyment
81%
Want to feel safe and protected
93%
How do they want feel:
Have confidence to plan for their financial future.
16%
Confidence to plan:
54%
Risk Tolerance:
54% would take risks to take advantage of rewards.
Average age: 38 years old
53% HHI $35k - $75k, 47% $75k+
33% HH Assets <$25k+, 33% $25k -$100k, 27% $100k+
Married or partnered with children
•
•
•
•
Want to feel sense of independence
72%
Options that offer living benefits and market downside protection.
Actions:
93% want to feel safe and protected.
Considerations:
Sole Parent
Affluent Women
Mature Women
Stay-at-Home Moms
Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). All are Prudential Financial companies located in Newark, NJ.
© 2024 Prudential Financial, Inc. and its related entities.
For Financial Professional Use Only. Not For Use With Consumer.
ISG_DG_ILI521_01
1068679-00005-00 Ed. 04/2025
Disclosure:
Accessibility
Text alternative
Home
Tools & Resources
Women Prospect Profiles
Engaging Women Clients
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3
4
5
5
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23% have confidence to plan for their financial future.
Risk Tolerance:
21% Have confidence to plan for their financial future.
Actions: Term Life that can be converted to a permanent life insurance policy later in life.
Actions: A cash value life insurance policy such as Indexed Variable Universal Life or Indexed Universal Life.
A budget-friendly alternative, such as Term Life.
Actions: A chronic illness rider to help cover unexpected expenses later in life.
30% Have confidence to plan for their financial future
20% Have confidence to plan for their financial future
16% Have confidence to plan for their financial future
Back
to top
Have challenges with balancing short-term needs and long-term goals
Have challenges with balancing short-term needs and long-term goals
Are worried about covering the cost of health care
Have risk aversion, not willing to take some risk for higher returns, and 40% not investing.
Have challenges with balancing short-term needs and long-term goals
Want to feel prepared for financial emergencies
Want to ensure family is secure in case of death
Want to ensure family is secure in case of income loss
Have challenges with balancing short-term needs and long-term goals
Actions: Protection-focused products that have no market risk or provide downside protection like Universal Life or Indexed Universal Life.
Actions: A chronic illness rider to help prepare for the potential impact of unexpected chronic illness.
Actions: A Survivorship policy, which may offer a cost savings vs. two individual policies.
A chronic illness rider to help with any expenses associated with chronic or terminal illness.
Actions: A cash value life insurance policy can help solve for both needs.
Actions: A cash value life insurance policy can help solve for both needs.
Actions: Options that offer living benefits and market downside protection.
Actions: Term Life for its affordable death benefit protection.
The following profiles and data are based on research from 2022 LIMRA What Women Want in Financial Services study and 2022 Kantar U.S. Monitor.*
The following profiles and data are based on research from 2022 LIMRA What Women Want in Financial Services study and 2022 Kantar U.S. Monitor.
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Variable Life.
A cash value life insurance policy such as Indexed Variable Universal Life or Indexed Universal Life.
A budget-friendly alternative, such as Term Life.
Variable Life.
• A cash value life insurance policy such as Indexed Variable Universal Life or Indexed Universal Life.
• A budget-friendly alternative, such as Term Life.
Term Life that can be converted to a permanent life insurance policy later in life.
•
•
Variable Universal Life
Universal Life
Indexed Universal Life.
Term Life
Tools &
Resources
Tools & Resources
Women Prospect Profiles
Engaging Women Clients
Home
Prudential can be the rock that you
rely on to reach the women’s market.
Only Prudential has a nearly 150-year history of helping families, individuals, and institutions to achieve financial well-being.
Rock?
Your
Who’s
The information in this playbook can help you play a key role in Prudential’s mission of making lives better by helping to solve the financial challenges of our changing world, and in particular, of women in the United States.
Helpful links and resources:
Post-Sale
Point of Sale
Pre-Sale
Conversation Starters
Educational
Materials to help you learn more about women’s life insurance needs.
How to Create Financially Fearless Women
A presentation that provides insights to help FPs understand how to address the women’s market.
Download Now
Life Insurance Needs in the Women’s Market
A conversation starter flyer for FPs when having discussions with women about the importance of life insurance.
Download Now
Download Now
Help with how to truly connect with the women’s market.
Expand your Client Reach
Download Now
This flyer provides information to help FPs educate women about the importance of financial wellness.
Help Women Understand the Benefits of Life Insurance
Watch Now
A video of Prudential women clients sharing honest reflections on financial decisions and why women are vital to the future of life insurance.
Unlocking Growth: Women’s Insights in Life Insurance
Download Now
A presentation that provides insights into how women perceive the financial industry, their marketing and engagement preferences, and the significance of advisor gender.
The Crucial Role of the Women’s Market in the
Life Insurance Industry
Download Now
A flyer with tips on asking about coverage for a non-working spouse or partner.
Pru Take 2 flyer
Pru Take 2 flyer
The Crucial Role of the Women's Market
Women's Insights in Life Insurance
Help Women Understand the Benefits…
Expand your Client Reach
Life Insurance Needs in the Women's Market
How to Create Financially Fearless Women
Download Now
A guide for FPs to have conversations with women about the importance of financial preparation.
Cocktails and Conversation Discussion Guide
Download Now
An email FPs can use to reach out to women business owners
Small Business Prospecting Email
Cocktails and Conversation Invitation
Your Guide to the Ultimate Post Event Strategy
Cocktails and Conversations Discussion…
Small Business Prospecting Email
Everything you need to start the life insurance conversation with women.
Download Now
A flyer that provides follow-up strategies and best practices after hosting an event with prospects and clients.
It’s Just the Beginning – Your Guide to the Ultimate Post-Event Strategy
Download Now
An invitation template that invites women to cocktails and conversation about planning for their legacy.
Cocktails and Conversation Invitation
A pre-sale digital experience that explains how eCapabilities can expedite and simplify the entire life insurance process.
Visit Now
Learn how you can get more time to grow your business and provide clients with the modern service experience they expect with Prudential’s eCapabilities.
eCapabilities Digital Experience
Download Now
A flyer FPs can share with consumers to help them understand why coverage is important for a non-working spouse or partner.
Pru Take 2 Flyer - Consumer
Download Now
A flyer that tells the story of Jennie, who explains how cash from her husband’s life insurance policy helped her after his death.
Case Study - How Life Insurance Helped Me Get On With Living
Download Now
This checklist helps women start the retirement conversation with their financial professional.
Women & Retirement Infographic and Checklist
Download Now
A consumer presentation that helps FPs educate women on how to be fearless when it comes to making financial decisions for themselves and their family.
Becoming Financially Fearless Women
Case Study-How life Insurance Helped…
Women and Retirement Infographic
Becoming Financially Fearless Women
Prudential Survivorship Suite of Products
Pru Take 2 flyer
Insurance Strategies for Your Business
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A flyer that describes the advantages of survivorship life insurance and showcases
why Prudential is committed to this market.
Prudential Survivorship Suite of Products
Download Now
A brochure FPs can share with consumers that provides general information on insurance strategies for their businesses. (Can be used in all states but not Puerto Rico.)
Insurance Strategies for Your Business
LifeInsight is an interactive policy management tool that simplifies monitoring policy goals, assumptions, and performance.
A post-sale digital experience that helps you support your policy management needs.
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
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Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). All are Prudential Financial companies located in Newark, NJ.
© 2025 Prudential Financial, Inc. and its related entities.
For Financial Professional Use Only. Not For Use With Consumer.
ISG_DG_ILI521_01
1068679-00005-00 Ed. 04/2025
Disclosure:
Accessibility
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Engaging Women Clients
Life insurance is issued by Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). All are Prudential Financial companies located in Newark, NJ.
© 2024 Prudential Financial, Inc. and its related entities.
For Financial Professional Use Only. Not For Use With Consumer.
ISG_DG_ILI521_01
1068679-00005-00 Ed. 04/2025
Disclosure:
Accessibility
Only Prudential has a nearly 150-year history of helping families, individuals, and institutions to achieve financial well-being.
The information in this playbook can help you play a key role in Prudential’s mission of making lives better by helping to solve the financial challenges of our changing world, and in particular, of women in the United States.
Prudential can be the rock that you
rely on to reach the women’s market.
Tools & Resources
Educational
Everything you need to start the life insurance conversation with women.
Conversation Starters
A pre-sale digital experience that explains how eCapabilities can expedite and simplify the entire life insurance process.
Pre-Sale
Product-specific materials to share with clients for individual financial needs.
Point of Sale
A post-sale digital experience that helps you support your policy management needs.
Post-Sale
Visit Now
For more information about our products and riders, key features, and commonly used strategies, visit our product portfolio.
Who's Your Rock?
Pru Take 2 flyer
The Crucial Role of the Women's Market
Women's Insights in Life Insurance
Help Women Understand the Benefits…
Expand your Client Reach
Life Insurance Needs in the Women's Market
How to Create Financially Fearless Women
Cocktails and Conversation Invitation
Your Guide to the Ultimate Post Event Strategy
Cocktails and Conversations Discussion…
Small Business Prospecting Email
Insurance Strategies for Your Business
Prudential Survivorship Suite of Products
Pru Take 2 flyer
Case Study-How life Insurance Helped…
Women and Retirement Infographic
Becoming Financially Fearless Women
Product-specific materials to share with clients for individual financial needs.
Back
to top
You can use LifeInsight to:
• Simplify the policy review process so you can
cut down on administrative time
• Focus on clients’ goals and easily identify
changes in performance
• Provide clients with industry-leading
reporting so they can make informed decisions
• Build confidence with customers by
proactively staying aware of actionable items
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Contact your local Sales Representative for more information.
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