NAIFA March Webinar

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!
Read More

New Carrier Program: Insurance Planning for Women

Insurance Planning for Women: New Carrier Program

This month, John Hancock launched a program called Insurance Planning for Women, designed to help advisors better meet women's financial needs.
Read More

March Sales Kit: Retirement Planning

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 ...
Read More

Retirement Planning Sales Strategy: Annuities

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.
Read More

Retirement Planning Sales Strategy: Optional Benefit Riders

Retirement Planning Sales Strategy: Optional Benefit Riders

A key component of retirement planning is using policy riders to make life insurance do double duty for things like disability and long-term care.
Read More

Retirement Planning Sales Strategy: Pension Maximization

Retirement Planning Sales Strategy: Pension Maximization

One key component of retirement planning is pension maximization. Find out how joint-and-survivor payments can actually hurt your client's financial future.
Read More

Download Our Free Retirement Planning Sales Kit

Help Your Clients with Retirement Planning

Download our free 29-page retirement planning sales kit that gives you all the ideas and support you need to get a conversation started with your clients.
Read More

Senior couple together in their kitchen.

How to Approach Clients About Retirement Planning

Americans are depending heavily on their retirement plan dollars to make up the bulk of their retirement income assets during their golden years.
Read More

Ten stacks of $5,000 bills.

Advantages of Index Annuities

Is an index annuity the best option for your client? Let's find out.
Read More

Smiling senior couple.

Guaranteed Income for Life

“What if I were to tell you there’s a strategy that guarantees you'll never run out of retirement income? Is that something you might be interested in?” Agent Rick Blaine meets with his client, Sam Spade, to discuss retirement planning. Sam is worried he won’t have enough money for retirement or t...
Read More


=

FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

Tools of the Trade
Sign up for Tools of The Trade and get email newsletters with the best tips and tools in the industry for free!

Take Our Agent Survey

Would you rather learn more about marketing or lead gen? Process automation or sales tips? Tell us in our agent survey!


Take Survey Now
Close Window