June 2020 Sales Kit: Business Planning
Our June 2020 sales kit will help you reach out to your business-owning clients...after the year they've had, they need your help now more than ever.
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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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June 2019 Sales Kit: Nonqualified Executive Benefit Plans
Nonqualified executive benefit plans are a great tool to help employers attract, reward, and retain executives and key employees.
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June 2019 Sales Kit: Business Continuation
Download our June 2019 sales kit and get sales ideas, producer guides, fact finders, and consumer guides, all about business continuation.
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June 2017 Sales Kit: Business Planning
This June, we’re focused on business planning. From key person to buy-sell, our kit will help you start the conversation.
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June Sales Kit: Business Planning
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.
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This June, We're Focused on Business Succession Planning
Partner with us and let's help your clients with business succession planning. Get our free sales kit in this post!
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Principal's "A Balancing Act—Priorities vs. Plans"
Are you marketing your services to business owners? Principal's survey of 500+ business owners tells you what challenges they face - and how you can help.
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Introducing MetLife's BOSS Strategy
We’ve been discussing our Business Owner and Executive Review Planning (BOERP) strategy, and in doing so have gathered and combined some best practices.
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Opening Cases with a Business Valuation and Buy-Sell Review
The goal of this month is to provide you with a turnkey process to incorporate more effective business planning into practice. There are plenty of opportunities out there.
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