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
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
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
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 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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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 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
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
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
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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