March 2022 Sales Kit: Retirement & Estate Planning
Our March 2022 sales kit will help you start a conversation with clients about retirement & estate planning - a timely topic during a pandemic.
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December 2021 Sales Kit: Asset Max & Charitable Giving
Our December 2021 sales kit hits two topics popular for year-end discussions: maximizing potentially underperforming assets and charitable giving.
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September 2021 Sales Kit: Tax-Free Income
Inflation and rising taxes threaten your clients' retirement. Our September 2021 sales kit helps you explain how they can get into that 0% tax bracket.
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6 Reasons to Talk about Annuities in 2021
Last year, we published “Six Reasons to Sell Annuities.” The good news? Those reasons are still valid - here are 6 reasons to talk about annuities in 2021.
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July 2021 Sales Kit: Financial Independence
Our July 2021 sales kit helps you cover two topics relating to financial independence: annuities and permanent life insurance.
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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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