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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November 2021 Sales Kit: Long-Term Care
Our November 2021 Sales Kit will help you start a conversation about long-term care: what it is, what it costs, how to pay for it, and more.
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October 2021 Sales Kit: Vision, Dental, MedSupp
Our October 2021 sales kit helps you cross-sell additional product types to become your clients' one-stop insurance resource.
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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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August 2021 Sales Kit: Back to School
Our August 2021 sales kit helps you show parents what it costs to send a child to college - and how cash value life insurance can help.
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July 2021 Sales Kit: Financial Independence
Our July 2021 sales kit helps you cover two topics relating to financial independence: annuities and permanent life insurance.
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June 2021 Sales Kit: Business Planning
Most business owners don't know how many ways life insurance can support that business. Our June 2021 Sales Kit helps you show them how.
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May 2021 Sales Kit: Disability Income Insurance
Our May 2021 sales kit is all about disability income insurance. You'll be able to explain what it is, why clients need it, and how they can get a quote.
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April 2021 Sales Kit: Income Tax Planning
Our April 2021 sales kit is all about income tax planning. Includes a guide to opportunities using the 1040 form, sales ideas, client brochures, and more.
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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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