Digital Marketing Toolkit

Top-performing assets and guidelines for agents. All advertising requires prior approval.

Compliance guidelines

Important details for our agents

Life insurance is a heavily regulated industry. Sharing marketing assets that don’t pass compliance muster can result in serious consequences.

First and foremost, it's important that marketing material accurately reflects the scope of the sender's selling authority. We’ve created the marketing materials in this kit for senders who aren’t licensed to sell life insurance. These materials enable you to share the Ethos life insurance opportunity with your customers in a compliant way. Both licensed and unlicensed individuals may use these.

Selling, soliciting, or negotiating life insurance should be done by licensed life agents only. These agents are expected to act within the scope of their license. Marketing materials developed for licensed agents can only be distributed by them.

PLEASE NOTE:

Do not use the name “Ethos” in public-facing contexts, including:
- Social media handles, page names, usernames, or bios
- Domain names or subdomains
- Paid search, keyword bidding, or search advertisements
Do not mimic or replicate the look and feel of the Ethos website or any competitor’s website. Your website and marketing materials must be clearly distinguishable in branding, layout, and design.
Website addresses may not include the name “Ethos” or the name of any insurance carrier.
Do not use the Ethos logo or represent yourself as Ethos except where explicitly approved and provided by Ethos for external use.

View complete guidelines

Top performing media assets

Use these top performing assets from our direct-to-consumer business to drive results.

Organic social and paid advertising

We’ve provided copy and image assets to make posting extra simple.

Download assets →

Postcards

These postcards direct recipients to get a quote online via a QR code. We recommend working with a local vendor to print and distribute the postcards. Dimensions: 6 x 4”

Download assets →

Evergreen media assets

Use these assets to educate clients on life insurance and how they can activate a policy through Ethos easily.

Personalized templates

Available in vertical and square formats to share as flyers or on your socials.

Download assets →

Customer Guides

Tailored to every life stage, family situation, and coverage question.

Download assets →

Printing instructions

Learn how to export, upload, and print flyers using Canva or FedEx Office—whether you're ordering online or printing in-store.

Using Canva

Watch tutorial →

Using FedEx

Watch tutorial →

PR guidelines

Ethos is happy to coordinate joint public relations efforts but requires approval from our internal team to do so. Please follow the guidelines in this Q&A.

What does Ethos’ PR team need to review before publishing?

Any external material that mentions Ethos needs approval from the company’s communications and legal teams. This includes press releases, media pitches, blog posts, white papers, use of Ethos’ logo, and other marketing materials like case studies.

How should agents seek approval of external material that mentions Ethos?

Send all PR requests to Allyson Savage at [email protected]. We will determine participation based on a number of factors such as newsworthiness, other upcoming events, and whether or not the material supports Ethos’ messaging.

Finding help

Email us at [email protected] with questions, suggestions for future versions of this toolkit, or to share your agent success story. We’d love to hear from you!

Digital Marketing Toolkit

Top-performing assets and guidelines for agents. All advertising requires prior approval.

Compliance guidelines

Important details for our agents

Life insurance is a heavily regulated industry. Sharing marketing assets that don’t pass compliance muster can result in serious consequences.

PLEASE NOTE:

Do not use the name “Ethos” in public-facing contexts, including:
- Social media handles, page names, usernames, or bios
- Domain names or subdomains
- Paid search, keyword bidding, or search advertisements
Do not mimic or replicate the look and feel of the Ethos website or any competitor’s website. Your website and marketing materials must be clearly distinguishable in branding, layout, and design.
Website addresses may not include the name “Ethos” or the name of any insurance carrier.
Do not use the Ethos logo or represent yourself as Ethos except where explicitly approved and provided by Ethos for external use.

View complete guidelines

Top performing media assets

Use these top performing assets from our direct-to-consumer business to drive results.

Organic social and paid advertising

We’ve provided copy and image assets to make posting extra simple.

Download assets →

Postcards

These postcards direct recipients to get a quote online via a QR code. We recommend working with a local vendor to print and distribute the postcards. Dimensions: 6 x 4”

Download assets →

Evergreen media assets

Use these assets to educate clients on life insurance and how they can activate a policy through Ethos easily.

Personalized templates

Available in vertical and square formats to share as flyers or on your socials.

Download assets →

Customer Guides

Tailored to every life stage, family situation, and coverage question.

Download assets →

Printing instructions

Learn how to export, upload, and print flyers using Canva or FedEx Office—whether you're ordering online or printing in-store.

Using Canva

Watch tutorial →

Using FedEx

Watch tutorial →

PR guidelines

Ethos is happy to coordinate joint public relations efforts but requires approval from our internal team to do so. Please follow the guidelines in this Q&A.

What does Ethos’ PR team need to review before publishing?

How should agents seek approval of external material that mentions Ethos?

Finding help

Email us at [email protected] with questions, suggestions for future versions of this toolkit, or to share your agent success story. We’d love to hear from you!