June 2017 Sales Kit: Business Planning
This June, we’re focused on business planning. From key person to buy-sell, our kit will help you start the conversation.
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April 2017 Sales Kit: Tax Strategies
It’s the final month of tax season – and you probably have clients still looking for last-minute tax strategies. Our sales kit can help.
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How to Use Our Sales Kits with Insureio's Marketing Campaigns
Did you know our free monthly sales kits have corresponding Insureio marketing campaigns? Enroll your prospects and let drip marketing do the rest.
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March 2017 Sales Kit: Retirement Planning
This month's free sales kit has sales & marketing ideas, case studies, client brochures, and more. Let's help our clients with retirement planning!
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November Sales Kit: Long-Term Care Awareness Month
This November, we're bringing you sales tips and social media posts for Long-Term Care Awareness Month! Get it all in our free sales kit.
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October Sales Kit: Critical Illness Insurance
This October, we're bringing you sales tips for critical illness insurance. Get ideal client profiles and more in this month's free sales kit.
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July Sales Kit: Financial Independence
Help your clients plan for financial independence with our sales kit. Get sales ideas for cash value life insurance, client profiles, and more.
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June Sales Kit: Business Planning
This month, we're focused on helping business owners protect their hard work with proper planning. Our free sales kit has the goods to get you started, from guides to buy-sell agreements to ideal client profiles.
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April Sales Kit: Tax Strategies
Get the Kit
Our FREE 27-page tax strategies sales kit includes:
12-page guide to uncovering life & LTC needs through a 1040 tax form
6-page 1040 overlay guide and worksheet
2-page easy reference tax guide for 2016
2-page tax planning & life insurance policy review c...
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March Sales Kit: Retirement Planning
Get the Kit
Our FREE 40-page sales kit includes:
12-Page Producer Guide to using life insurance in retirement planning
10-Page Marketing Guide and checklist, including client profile
12 Pages of Consumer Material including brochure, flyer, and planning worksheet
4 Pages of Case Studies
...
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