September 2022 Sales Kit: Tax-Free Income
Our September 2022 sales kit will help you talk about building a tax-free income during retirement. Get social posts, conversation starters & more!
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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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