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Contents
TASKS 2
TASKS

Using https://www.borderlessaccess.com/marketing/email/ as the template, these are the

changes Id like to see for partnerslife.com:

1. Contact form can stay next to slider, but with these fields:
a. Title: Request for Contact
b. Your Name
c. Delete Company Field
d. Email
e. Phone
f. Time Zone
g. What can we help with? (for the message field) *Required field
2. Use the colors found on the Promotion Guidelines PDF previously sent. If you need the
orange code let me know--
a. Dark Blue CMYK= 100 80 50 50
b. or #02283F
c.
d. Light Blue CMYK = 80 60 0 0
e. or #426CB4
f.
g. Greens:
h.
i. Dark #404610
j. Medium #9AA340
k. Light #CCD1A6
3. Need different pictures for the slider EXCEPT for the one with the guy in the blazer with
his computer talking to the older couple. That one works great for us.
a. Pictures of families are good
b. Nothing too business like
c. People, faces, and smiles are always preferable
4. For the slide with the guy with the computer:
a. Understand retirement choices
b. That protect your livelihood
c. And give you peace of mind
5. Slide Example:
a. Looking for coverage
b. That doesnt expire?
c. We can help.
6. Slide Example:
a. Protecting
b. home and family
c. The things that matter
7. Slide Example:
a. Friendly
b. Award winning agents and advisors
c. That care
8. Slide Example:
 a. Medicare options
b. You can afford
c. From the best carriers.
9. Of course our logo, use whichever you think is best in the different places.
10. Where Niche Panels are, it should be Products We Offer
a. Term Life Insurance
b. Final Expense Coverage
c. Mortgage Protection
d. Medicare Plans
e. Annuities
f. Disability Coverage
g. College Savings Plans
h. Indexed Universal Life Insurance
11. Menu across the top would be good. Unless you want to make a little box that sticks out
on the left side. That could work too. Just need to have an option for Agent Login,
Careers, Contact Us.
12. Contact form on careers:
a. Name
b. Email
c. Phone number
d. Time Zone
e. Licensed? Yes No
f. Upload resume
g. Message
13. Do we even need a contact us page if were keeping the contact form on the front page?
If we dont do the contact form on the Contact Us page, we just need to make sure our
phone number is CLEARLY displayed.
14. If you decide we still need the contact form for Contact Us:
a. Name
b. Phone
c. Email
d. Message
e. Time Zone
15. Logos for Our Carriers section:
15. Where Panel Solutions is:
Partners Life
Partners Life is a nationwide cooperative of independent agents and
agencies that work together to provide the best in coverage for their clients. We
are committed to offering the best plans in the market that are a perfect fit for
both your needs and your budget.
16. I cant think of anything to put in the areas with the light bulb and the
phone, so go ahead and just take that out.

17. The wording used for Partners Life above can also be used in the footer next
to the shield logo:
Partners Life is a nationwide cooperative of independent agents and agencies
that work together to provide the best in coverage for their clients. We are
committed to offering the best plans in the market that are a perfect fit for both
your needs and your budget.