Is participating whole life a must for retirement portfolios?

Is Participating Whole Life a Must for Retirement Portfolios?

According to Ernst & Young, retirement portfolios with participating whole life provide more retirement income than plans that focus solely on investments.
Read More

March 2024 Sales Kit: Retirement Planning

March 2024 Sales Kit: Retirement Planning

Our March 2024 sales kit will help you talk to clients about the many ways life insurance can help provide a financially secure retirement.
Read More

Retirement & Estate Planning Roundup: New in 2023

Retirement & Estate Planning Roundup: New in 2023

Developments in retirement & estate planning (as well as life insurance) you can use to start a conversation about a client's insurance needs.
Read More

March 2023 Sales Kit: Retirement Estate Planning

March 2023 Sales Kit: Retirement & Estate Planning

Our March 2023 sales kit will help you talk to clients and prospects about the role of life insurance in retirement & estate planning.
Read More

September 2022 Sales Kit: Tax-Free Income

September 2022 Sales Kit: Tax-Free Income

Our September 2022 sales kit will help you talk about building a tax-free income during retirement. Get social posts, conversation starters & more!
Read More

March 2022 Sales Kit - Retirement & Estate Planning

March 2022 Sales Kit: Retirement & Estate Planning

Our March 2022 sales kit will help you start a conversation with clients about retirement & estate planning - a timely topic during a pandemic.
Read More

September 2021 Sales Kit: Tax-Free Income

September 2021 Sales Kit: Tax-Free Income

Inflation and rising taxes threaten your clients' retirement. Our September 2021 sales kit helps you explain how they can get into that 0% tax bracket.
Read More

6 reasons to talk about annuities in 2021

6 Reasons to Talk about Annuities in 2021

Last year, we published “Six Reasons to Sell Annuities.” The good news? Those reasons are still valid - here are 6 reasons to talk about annuities in 2021.
Read More

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.
Read More

September 2020 Sales Kit: Tax-Free Income

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.
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