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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Bonus June Sales Kit 2019: Nonqualified Executive Benefit Plans

June 2019 Sales Kit: Nonqualified Executive Benefit Plans

Nonqualified executive benefit plans are a great tool to help employers attract, reward, and retain executives and key employees.
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June 2019 Sales Kit: Business Continuation

June 2019 Sales Kit: Business Continuation

Download our June 2019 sales kit and get sales ideas, producer guides, fact finders, and consumer guides, all about business continuation.
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May 2019 Sales Kit: Disability Income Insurance

May 2019 Sales Kit: Disability Income Insurance

Our May 2019 sales kit for disability insurance contains producer guides, sales ideas, pre-written social media materials, a consumer guide, and more.
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FREE Webinar Series: “Grow Your Business with IUL”

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