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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July 2017 Sales Kit: Financial Independence
This July, we’re focused on helping your clients create financial independence. From permanent life insurance to annuities, here's how you can help them.
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March 2017 Sales Kit: Retirement Planning
This month's free sales kit has sales & marketing ideas, case studies, client brochures, and more. Let's help our clients with retirement planning!
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July Sales Kit: Financial Independence
Help your clients plan for financial independence with our sales kit. Get sales ideas for cash value life insurance, client profiles, and more.
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March Sales Kit: Retirement Planning
Get the Kit
Our FREE 40-page sales kit includes:
12-Page Producer Guide to using life insurance in retirement planning
10-Page Marketing Guide and checklist, including client profile
12 Pages of Consumer Material including brochure, flyer, and planning worksheet
4 Pages of Case Studies
...
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Retirement Planning Sales Strategy: Annuities
A key component of retirement planning is using annuities - it's one of the best ways to solve the problem of a client outliving their assets.
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