March Sales Kit 2018 - Retirement Planning

March 2018 Sales Kit: Retirement Planning

Our March 2018 sales kit is focused on retirement planning. Download our free 52-page sales kit for worksheets, producer guides, sales ideas, and more.
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December 2017 Sales Kit - Asset Maximization

December 2017 Sales Kit: Asset Maximization

Our December 2017 sales kit is all about asset maximization. Help your clients reposition underperforming assets and get more using life insurance.
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July Sales Kit 2017 - Financial Independence

July 2017 Sales Kit: Financial Independence

This July, we’re focused on helping your clients create financial independence. From permanent life insurance to annuities, here's how you can help them.
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March Sales Kit 2017 - Retirement Planning

March 2017 Sales Kit: Retirement Planning

This month's free sales kit has sales & marketing ideas, case studies, client brochures, and more. Let's help our clients with retirement planning!
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July Sales Kit: Financial Independence

July Sales Kit: Financial Independence

Help your clients plan for financial independence with our sales kit. Get sales ideas for cash value life insurance, client profiles, and more.
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March Sales Kit: Retirement Planning

March Sales Kit: Retirement Planning

Get the Kit Our FREE 40-page sales kit includes: 12-Page Producer Guide to using life insurance in retirement planning 10-Page Marketing Guide and checklist, including client profile 12 Pages of Consumer Material including brochure, flyer, and planning worksheet 4 Pages of Case Studies ...
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Retirement Planning Sales Strategy: Annuities

Retirement Planning Sales Strategy: Annuities

A key component of retirement planning is using annuities - it's one of the best ways to solve the problem of a client outliving their assets.
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Retirement Planning Sales Strategy: Optional Benefit Riders

Retirement Planning Sales Strategy: Optional Benefit Riders

A key component of retirement planning is using policy riders to make life insurance do double duty for things like disability and long-term care.
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Retirement Planning Sales Strategy: Pension Maximization

Retirement Planning Sales Strategy: Pension Maximization

One key component of retirement planning is pension maximization. Find out how joint-and-survivor payments can actually hurt your client's financial future.
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Download Our Free Retirement Planning Sales Kit

Help Your Clients with Retirement Planning

Download our free 29-page retirement planning sales kit that gives you all the ideas and support you need to get a conversation started with your clients.
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