June 2024 Sales Kit: Business Planning
Our June 2024 sales kit will help you find more opportunities to help your business-owning clients protect what they've worked so hard to build.
Read More
May 2024 Sales Kit: Disability Income Insurance
Our May 2024 sales kit will help you talk to clients about protecting their most valuable asset: their paycheck.
Read More
April 2024 Sales Kit: Income Tax Planning
Our April 2024 sales kit will help you talk to clients about everyone's favorite subject: income taxes...and how to minimize them as much as possible.
Read More
March 2024 Sales Kit: Retirement Planning
Our March 2024 sales kit will help you talk to clients about the many ways life insurance can help provide a financially secure retirement.
Read More
February 2024 Sales Kit: Give More Than Love
Our February 2024 sales kit will help you talk about the value of life insurance in a way that resonates with clients of every age.
Read More
January 2024 Sales Kit: Life Insurance as an Asset Class
Our January 2024 sales kit will help you talk to clients about life insurance as an asset class, with benefits for themselves and their beneficiaries.
Read More
December 2023 Sales Kit: Charitable Giving & Asset Maximization
Our December 2023 sales kit will help you talk to clients about maximizing unused assets to pass on a legacy with life insurance.
Read More
November 2023 Sales Kit: Long-Term Care
Our November 2023 sales kit will help you talk to clients about long-term care. Start the conversation with stats, worksheets, and social media posts.
Read More
October 2023 Sales Kit: Policy Review
Our October 2023 sales kit will help you conduct annual reviews with your existing clients to ensure their coverage is keeping up with their needs.
Read More
September 2023 Sales Kit: Family Life Insurance Planning
Our September 2023 sales kit will help you talk to clients about using life insurance to plan for their family's future financial security.
Read More
