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.
Read More

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.
Read More

This June, We're Focused on Business Succession Planning

Partner with us and let's help your clients with business succession planning. Get our free sales kit in this post!
Read More

Principal's "A Balancing Act—Priorities vs. Plans"

Are you marketing your services to business owners? Principal's survey of 500+ business owners tells you what challenges they face - and how you can help.
Read More

Introducing MetLife's BOSS Strategy

We’ve been discussing our Business Owner and Executive Review Planning (BOERP) strategy, and in doing so have gathered and combined some best practices.
Read More

Opening Cases with a Business Valuation and Buy-Sell Review

The goal of this month is to provide you with a turnkey process to incorporate more effective business planning into practice. There are plenty of opportunities out there.
Read More

Generate Sales with Informal Business Valuations

Business Owner & Executive Review Planning. Some of our carrier partners and affiliations have a very unique platform that provides an in-depth view of six core needs for business owners and executives.
Read More

The 11 Major Benefits of an ESOP

The Employee Stock Ownership Plan (ESOP) is designed to be a retirement strategy predominantly for employees, but it is one that benefits the employer as well. Essentially, the ESOP provides an employee with ownership interest in the company he or she works for. The plan is funded through tax-deducti...
Read More

Long-Term Business Planning

Many business owners never make a plan for how to run the company after a misfortune occurs. Let's fix that with long-term business planning.
Read More

The Basics of Buy-Sell Agreements

Business owners today are either not taking advantage of buy-sell agreements, or worse, they’re not properly funding their current policies. This is likely due to a lack of information on the topic. Have you talked to your clients about how to protect their business? Unfortunately, there are just to...
Read More


FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

Sign up for Tools of The Trade and get email newsletters with the best tips and tools in the industry for free!

Win a FREE 1-year subscription to Insureio!

Take our agent survey by December 31, 2017 for your chance to win one of three prizes.

Enter Now
Close Window