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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March 2019 Sales Kit: Retirement Planning
Our March 2019 sales kit has case studies, conversation guides, client profiles & more to help you reach out to clients and talk about retirement planning.
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January 2019 Sales Kit: Life Insurance as an Asset Class
Our January 2019 sales kit is all about life insurance as an asset class. It's a great New Year's topic that echoes the many resolutions about finances.
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December 2018 Sales Kit: Asset Maximization & Charitable Giving
In our December 2018 sales kit, we're talking about asset maximization and charitable giving, relevant to the spirit of the season and the end of the year.
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October 2018 Sales Kit: Critical Illness Insurance
Our October 2018 sales kit is all about critical illness insurance. This free 30-page kit has product info, a premium worksheet, and more.
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August 2018 Sales Kit: Back to School
In our August 2018 sales kit, we're talking about college funding. Get tips & tools for talking about life insurance as a source of college funding.
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July 2018 Sales Kit: Financial Independence
Our July 2018 sales kit will help you talk to clients and prospects about what it takes to protect their present, build their future, and leave a legacy.
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June 2018 Sales Kit: Business Planning
Our June 2018 sales kit is all about business planning! It will help you reach out to business owners and talk about issues like retirement and disability.
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May 2018 Sales Kit: Disability Insurance
May is Disability Insurance Awareness Month! Our free sales kit is designed to help you sell DI even if you're new to the product.
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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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