September 2021 Sales Kit: Tax-Free Income

Inflation and rising taxes threaten your clients' retirement. Our September 2021 sales kit helps you explain how they can get into that 0% tax bracket.
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April 2021 Sales Kit: Income Tax Planning

Our April 2021 sales kit is all about income tax planning. Includes a guide to opportunities using the 1040 form, sales ideas, client brochures, and more.
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September 2020 Sales Kit: Tax-Free Income

Are your clients worried about rising taxes? Our September 2020 sales kit can help you start conversations about that 0% tax bracket and more.
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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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April 2019 Sales Kit: Tax Strategies

Our April 2019 sales kit is all about tax strategies, from reducing taxable income to using a tax refund on life insurance.
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NAIFA Webinar: Tax Planning Opportunities for 2018

This April, we're talking about tax strategies and planning opportunities. Find out how to help your clients make the most of the recent tax code changes with two tax experts! Sign up now for the free NAIFA webinar on Wednesday, April 18, 2018 at 3 p.m. EDT! We're proud to bring you another free...
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Three Tax Advantages of Life Insurance

This post is by Tom Hegna, an economist, author, and retirement expert. In this post, he explains the three tax advantages of life insurance.
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April 2018 Sales Kit: Tax Strategies

Our April 2018 sales kit is focused on tax strategies. Download our free 50-page sales kit with a 1040 overlay guide, tax tables, and consumer brochures.
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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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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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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!

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