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.
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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.
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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.
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December 2019 Sales Kit: Asset Max & Charitable Giving
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Our December 2019 sales kit hits two topics popular for year-end discussions: maximizing potentially underperforming assets and charitable giving.
Every December, we take stock of the past year and create plans and goals for the next one. Financially, we can help our clients do the sa...
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December 2018 Sales Kit: Asset Maximization & Charitable Giving
In our December 2018 sales kit, we're talking about asset maximization and charitable giving, relevant to the spirit of the season and the end of the year.
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