December 2022 Sales Kit - Asset Max & Charitable Giving

December 2022 Sales Kit: Asset Max & Charitable Giving

Our December 2022 sales kit hits two timely topics for your clients this month: maximizing unneeded or underperforming assets and charitable giving.
Read More

September 2022 Sales Kit: Tax-Free Income

September 2022 Sales Kit: Tax-Free Income

Our September 2022 sales kit will help you talk about building a tax-free income during retirement. Get social posts, conversation starters & more!
Read More

March 2022 Sales Kit - Retirement & Estate Planning

March 2022 Sales Kit: Retirement & Estate Planning

Our March 2022 sales kit will help you start a conversation with clients about retirement & estate planning - a timely topic during a pandemic.
Read More

December 2021 Sales Kit - Asset Maximization & Charitable Giving

December 2021 Sales Kit: Asset Max & Charitable Giving

Our December 2021 sales kit hits two topics popular for year-end discussions: maximizing potentially underperforming assets and charitable giving.
Read More

September 2021 Sales Kit: Tax-Free Income

September 2021 Sales Kit: Tax-Free Income

Inflation and rising taxes threaten your clients' retirement. Our September 2021 sales kit helps you explain how they can get into that 0% tax bracket.
Read More

6 reasons to talk about annuities in 2021

6 Reasons to Talk about Annuities in 2021

Last year, we published “Six Reasons to Sell Annuities.” The good news? Those reasons are still valid - here are 6 reasons to talk about annuities in 2021.
Read More

July 2021 Sales Kit - Financial Independence

July 2021 Sales Kit: Financial Independence

Our July 2021 sales kit helps you cover two topics relating to financial independence: annuities and permanent life insurance.
Read More

March 2021 Sales Kit: Retirement and Estate Planning

March 2021 Sales Kit: Retirement & Estate Planning

Our March 2021 sales kit is all about retirement & estate planning. Includes marketing guides for you, client info, and a financial worksheet for both.
Read More

September 2020 Sales Kit: Tax-Free Income

September 2020 Sales Kit: Tax-Free Income

Are your clients worried about rising taxes? Our September 2020 sales kit can help you start conversations about that 0% tax bracket and more.
Read More

What You Need to Know about the CARES Act

What You Need to Know about the CARES Act

What does the CARES Act mean for you as a producer...and for your clients? We're sharing this excellent summary from NAIFA to help figure it all out.
Read More


=

FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

Tools of the Trade
Sign up for Tools of The Trade and get email newsletters with the best tips and tools in the industry for free!

Take Our Agent Survey

Would you rather learn more about marketing or lead gen? Process automation or sales tips? Tell us in our agent survey!


Take Survey Now
Close Window