April 2020 Sales Kit - Tax Strategies

April 2020 Sales Kit: Tax Strategies

Our April 2020 sales kit is all about helping clients reduce their tax liability - and use those savings to protect their income with life insurance.
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March 2020 Sales Kit: Retirement Planning

March 2020 Sales Kit: Retirement Planning

Our March 2020 sales kit is all about retirement planning: cash value life insurance, QLACs, and more! Download it for sales ideas and client brochures.
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February 2020 Sales Kit: Give More Than Love

February 2020 Sales Kit: Give More Than Love

Our February 2020 sales kit is all about convincing prospects that life insurance is a way to give more than love this Valentine's Day.
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January 2020 Sales Kit: Life Insurance as an Asset Class

January 2020 Sales Kit: Life Insurance as an Asset Class

Our January 2020 sales kit is all about presenting life insurance as an asset class. Download it free to get sales ideas, client brochures, and more.
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December 2019 Sales Kit: Asset Maximization and Charitable Giving

December 2019 Sales Kit: Asset Max & Charitable Giving

Get the Kit 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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November Sales Kit 2019: Long-Term Care Hybrid Policies

November 2019 Sales Kit: Long-Term Care

November is Long-Term Care Awareness Month! In the November 2019 sales kit, you'll find conversation starters, client profiles, and more.
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October Sales Kit 2019: Vision Dental MedSupp

October 2019 Sales Kit: Vision, Dental, MedSupp

Our October 2019 sales kit helps you become an insurance advisor - not just a life insurance advisor - by cross-selling other product types.
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September 2019 Sales Kit: Life Insurance Basics

September 2019 Sales Kit: Life Insurance Basics

Our September 2019 sales kit is all about educating prospects about life insurance. Get custom graphics for social media, sales ideas, and more!
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August 2019 Sales Kit: Back to School

August 2019 Sales Kit: Back to School

In our August 2019 sales kit, we're talking back to school...specifically, using life insurance as a funding source for your future scholar.
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July 2019 Sales Kit - Financial Independence

July 2019 Sales Kit: Financial Independence

Download our July 2019 sales kit and get sales ideas, producer guides, consumer guides, and more to help clients achieve their financial independence.
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FREE Webinar Series: “Grow Your Business with IUL”

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