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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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
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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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