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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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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May 2020 Sales Kit - Disability Income Insurance
In these uncertain economic times, it never hurts to think ahead and ask...what if? Our May 2020 sales kit will help you do just that with DI.
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April 2020 Sales Kit: Tax Strategies
Our April 2020 sales kit is all about helping clients reduce their tax liability - and use those savings to protect their income with life insurance.
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