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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July 2020 Sales Kit - Financial Independence
Our July 2020 sales kit will help you show prospects and clients how cash value life insurance can help them achieve financial independence.
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How to Help the Sandwich Generation
The Sandwich Generation is caring for kids and aging parents at the same time - and it's freaking them out. New details about what they need & how to help.
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How to Use Life Insurance Instead of a Stretch IRA
Your clients need solutions that do double-duty. Here's how to help your clients use life insurance instead of a stretch IRA for wealth transfer.
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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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Six Reasons to Sell Annuities in 2020
Need a reason to sell annuities in 2020? From new products and features to new ways of thinking about longevity, here's your round-up of reasons to sell.
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2020 QLAC Limits Increased
Great news! 2020 QLAC limits were raised! They now allow your clients defer RMDs on an additional $5,000. Find out how and why in this post.
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A Client-Focused Way to Sell Annuities
What if there were an easier way to sell annuities? What if it meant taking yourself out of the conversation, at least to start with? Here's how to do it.
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Tom Hegna: The Optimal Retirement Plan
This post is by Tom Hegna, an economist, author, and retirement expert. He explains the 4 steps to a strong retirement plan. Are your clients prepared?
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