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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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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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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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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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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November 2020 Sales Kit: Long-Term Care Insurance
Our November 2020 Sales Kit is all about long-term care. Find conversation starters, prospecting tips, ice-breakers, funding source ideas, and more.
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October 2020 Sales Kit: Critical Illness Insurance
Why sell critical illness insurance? So your clients don't have to use crowdfunding to pay unexpected medical bills. Our October 2020 sales kit will help.
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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.
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August 2020 Sales Kit: Back to School
Our August 2020 sales kit will help you talk to families who need death benefit protection, but also want to help the kids with future college expenses.
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July 2020 Sales Kit - Financial Independence
Our July 2020 sales kit will help you show prospects and clients how cash value life insurance can help them achieve financial independence.
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