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.
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July 2020 Sales Kit - Financial Independence
Our July 2020 sales kit will help you show prospects and clients how cash value life insurance can help them achieve financial independence.
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How to Use Life Insurance Instead of a Stretch IRA
Your clients need solutions that do double-duty. Here's how to help your clients use life insurance instead of a stretch IRA for wealth transfer.
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March 2020 Sales Kit: Retirement Planning
Our March 2020 sales kit is all about retirement planning: cash value life insurance, QLACs, and more! Download it for sales ideas and client brochures.
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Six Reasons to Sell Annuities in 2020
Need a reason to sell annuities in 2020? From new products and features to new ways of thinking about longevity, here's your round-up of reasons to sell.
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2020 QLAC Limits Increased
Great news! 2020 QLAC limits were raised! They now allow your clients defer RMDs on an additional $5,000. Find out how and why in this post.
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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
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
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
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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