Retirement & Estate Planning Roundup: New in 2023
Developments in retirement & estate planning (as well as life insurance) you can use to start a conversation about a client's insurance needs.
March 2023 Sales Kit: Retirement & Estate Planning
Our March 2023 sales kit will help you talk to clients and prospects about the role of life insurance in retirement & estate planning.
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!
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.
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.
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.
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.
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.
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.
How to Help the Sandwich Generation
The Sandwich Generation is caring for kids and aging parents at the same time - and it's freaking them out. New details about what they need & how to help.