March 2021 Sales Kit: Retirement & Estate Planning
Our March 2021 sales kit is all about retirement & estate planning. Includes marketing guides for you, client info, and a financial worksheet for both.
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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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What You Need to Know about the CARES Act
What does the CARES Act mean for you as a producer...and for your clients? We're sharing this excellent summary from NAIFA to help figure it all out.
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March 2020 Sales Kit: Retirement Planning
Our March 2020 sales kit is all about retirement planning: cash value life insurance, QLACs, and more! Download it for sales ideas and client brochures.
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December 2019 Sales Kit: Asset Max & Charitable Giving
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Our December 2019 sales kit hits two topics popular for year-end discussions: maximizing potentially underperforming assets and charitable giving.
Every December, we take stock of the past year and create plans and goals for the next one. Financially, we can help our clients do the sa...
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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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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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NAIFA Webinar: Retirement Planning with Tom Hegna
Find out how to help your clients plan for a more secure financial future with one of the experts - Tom Hegna. Sign up for the free webinar now!
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March 2018 Sales Kit: Retirement Planning
Our March 2018 sales kit is focused on retirement planning. Download our free 52-page sales kit for worksheets, producer guides, sales ideas, and more.
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December 2017 Sales Kit: Asset Maximization
Our December 2017 sales kit is all about asset maximization. Help your clients reposition underperforming assets and get more using life insurance.
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