June 2024 Sales Kit: Business Planning

Our June 2024 sales kit will help you find more opportunities to help your business-owning clients protect what they've worked so hard to build.
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May 2024 Sales Kit - Disability Income Insurance

May 2024 Sales Kit: Disability Income Insurance

Our May 2024 sales kit will help you talk to clients about protecting their most valuable asset: their paycheck.
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April 2024 Sales Kit - Income Tax Planning

April 2024 Sales Kit: Income Tax Planning

Our April 2024 sales kit will help you talk to clients about everyone's favorite subject: income taxes...and how to minimize them as much as possible.
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March 2024 Sales Kit: Retirement Planning

March 2024 Sales Kit: Retirement Planning

Our March 2024 sales kit will help you talk to clients about the many ways life insurance can help provide a financially secure retirement.
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Pinney Insurance February 2024 Sales Kit - Give More Than Love

February 2024 Sales Kit: Give More Than Love

Our February 2024 sales kit will help you talk about the value of life insurance in a way that resonates with clients of every age.
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January 2024 Sales Kit - Life Insurance As An Asset Class

January 2024 Sales Kit: Life Insurance as an Asset Class

Our January 2024 sales kit will help you talk to clients about life insurance as an asset class, with benefits for themselves and their beneficiaries.
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December 2023 Sales Kit - Charitable Giving & Asset Maximization

December 2023 Sales Kit: Charitable Giving & Asset Maximization

Our December 2023 sales kit will help you talk to clients about maximizing unused assets to pass on a legacy with life insurance.
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November 2023 Sales Kit - Long-Term Care

November 2023 Sales Kit: Long-Term Care

Our November 2023 sales kit will help you talk to clients about long-term care. Start the conversation with stats, worksheets, and social media posts.
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Pinney Insurance October 2023 Sales Kit: Policy Review

October 2023 Sales Kit: Policy Review

Our October 2023 sales kit will help you conduct annual reviews with your existing clients to ensure their coverage is keeping up with their needs.
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September 2023 Sales Kit - Family Life Insurance Planning

September 2023 Sales Kit: Family Life Insurance Planning

Our September 2023 sales kit will help you talk to clients about using life insurance to plan for their family's future financial security.
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FREE Webinar Series: “Grow Your Business with IUL”

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