Our December 2023 sales kit will help you talk to clients about charitable gifting and maximizing unused assets to leave a legacy using life insurance.
This month's kit contains a lot of sales ideas on ways you can show clients how to take unused assets and use them to create a legacy for their loved ones or leave a lasting and valuable gift to a favorite charity or alma mater. Of course, yearly charitable gifting within the IRS's permitted tax exclusion is a great way to spend down cash that might send your client's estate over the estate tax threshold after they pass away.
What’s in the Kit
Our free 85-page kit includes:
- 3 pages of pre-written social media text & images
- 5-page end-of-year checklist from Ed Slott (sign up for his mailing list to get goodies year-round)
- 5-page financial strategy list for high-net-worth clients, including leveraged gifting
- 2-page producer reminder on following IRS guidelines for charitable gifting
- 16-page sample client proposal for leveraged gifting strategy
- 4-page sales idea on taking advantage of expiring tax cuts
- 3-page sales idea on private split dollar for gift tax maximization
- 5-page sales idea on charitable remainder trusts
- 14-page sample client proposal for a charitable remainder trust
- 4-page sales idea on annuity maximization
- 2-page case study on IRA maximization
- 4-page sales idea on IRA maximization
- 16-page sales idea on Social Security maximization
How to Use This Month’s Sales Kit
Use the social media posts we provide (images + text) to introduce the topic with your audience. If you have clients who have already implemented these strategies, share their stories to make the connection deeper. If you have their permission, you can use their first names and photos. But even if you don't (or don't want to ask), you can still share the basic issues you helped them solve and how your solution has made their financial plan more complete. If you need illustrations or case design help, don't forget - we're just an email or a phone call away.Get the Kit
Need help with quotes, illustrations, or selecting the right product?
Our Brokerage Managers - Dave, Joshua, and David - can help. They have incredible depth and breadth in terms of product knowledge. Call 800-823-4852 and ask for a brokerage manager, or click the button below to email us!
Insureio Subscribers: Use Our December Marketing Campaign
Are you an Insureio subscriber? If so, you have access to a pre-written marketing campaign for December. It includes four emails for your clients and prospects, pre-scheduled for delivery throughout the month, including a holiday greeting. The first three emails line up with topics presented in the sales kit: asset maximization, year-end gifting, and using an IRA to generate additional tax-free income. As always, these emails introduce a concept, but don't go too deep into the specifics, leaving things like product recommendations to you during a deeper, longer conversation with the client.
To preview the campaign:
- From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
- Scroll down and click December Newsletter Series: Maximizing Assets / Year-End Gifting (Monthly Focus Topic). You'll see the list of pre-scheduled emails. To see what a template looks like, click any of the blue template title links. The template will open up in a new browser tab.
Want to learn more about Insureio marketing campaigns and how to enroll your clients and prospects? Click here to visit the tutorial in the Insureio Academy.