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.
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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!
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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.
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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.
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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.
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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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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.
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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 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.
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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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