This month's free sales kit has sales & marketing ideas, case studies, client brochures, and more. Let's help our clients with retirement planning!
This November, we're bringing you sales tips and social media posts for Long-Term Care Awareness Month! Get it all in our free sales kit.
This October, we're bringing you sales tips for critical illness insurance. Get ideal client profiles and more in this month's free sales kit.
Help your clients plan for financial independence with our sales kit. Get sales ideas for cash value life insurance, client profiles, and more.
This month, we're focused on helping business owners protect their hard work with proper planning. Our free sales kit has the goods to get you started, from guides to buy-sell agreements to ideal client profiles.
Get the Kit
Our FREE 27-page tax strategies sales kit includes:
12-page guide to uncovering life & LTC needs through a 1040 tax form
6-page 1040 overlay guide and worksheet
2-page easy reference tax guide for 2016
2-page tax planning & life insurance policy review c...
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
We put together a free sales kit to help you sell critical illness insurance - just download it and use the ideal client profiles and flyers to get started.