April 2021 Sales Kit - Income Tax Planning

April 2021 Sales Kit: Income Tax Planning

Our April 2021 sales kit is all about income tax planning. Includes a guide to opportunities using the 1040 form, sales ideas, client brochures, and more.
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Pinney presents Van Mueller's Monthly Newsletter - March 2021

Van Mueller's Monthly Newsletter: March 2021

In this month's issue, Van Mueller explains the difference between getting rich & keeping from being poor - and how we're uniquely positioned to help.
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March 2021 Sales Kit: Retirement and Estate Planning

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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Pinney presents Van Mueller's monthly newsletter February 2021

Van Mueller's Monthly Newsletter: February 2021

In this issue, Van Mueller continues his series of 40 questions that will help you make more sales and better serve your clients.
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February 2021 Sales Kit - Give More Than Love

February 2021 Sales Kit: Give More Than Love

Our February 2021 sales kit is all about basic death benefit protection - and for clients who already have that, looking ahead to estate planning.
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Pinney presents Van Mueller monthly newsletter January 2021

Van Mueller's Monthly Newsletter: January 2021

In this issue, Van Mueller explains how you can “find the money” to build successful strategies for your customers.
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January 2021 Sales Kit: Life Insurance as an Asset Class

January 2021 Sales Kit: Life Insurance as an Asset Class

Our January 2021 sales kit is all about life insurance as an asset class - show clients how life insurance helps create a balanced portfolio.
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Pinney presents Van Mueller's monthly newsletter: December 2020

Van Mueller's Monthly Newsletter: December 2020

In this month's newsletter, Van Mueller shares the COVID-era updates he's made to questions that get clients to take action.
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December 2020 Sales Kit: Policy Reviews

December 2020 Sales Kit: Policy Review

In our December 2020 sales kit, you'll get all the information you need to plan a policy review strategy for your book of business.
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Pinney presents Van Mueller's monthly newsletter: November 2020

Van Mueller's Monthly Newsletter: November 2020

In this month's issue, Van Mueller talks about an American four-letter word: math. He explains how it proves America needs life insurance more than ever.
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