December 2019 Sales Kit: Asset Max & Charitable Giving
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Our December 2019 sales kit hits two topics popular for year-end discussions: maximizing potentially underperforming assets and charitable giving.
Every December, we take stock of the past year and create plans and goals for the next one. Financially, we can help our clients do the sa...
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November 2019 Sales Kit: Long-Term Care
November is Long-Term Care Awareness Month! In the November 2019 sales kit, you'll find conversation starters, client profiles, and more.
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October 2019 Sales Kit: Vision, Dental, MedSupp
Our October 2019 sales kit helps you become an insurance advisor - not just a life insurance advisor - by cross-selling other product types.
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September 2019 Sales Kit: Life Insurance Awareness Month
Our September 2019 sales kit is all about supporting Life Insurance Awareness Month! Get custom graphics for social media, sales ideas, and more!
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August 2019 Sales Kit: Back to School
In our August 2019 sales kit, we're talking back to school...specifically, using life insurance as a funding source for your future scholar.
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July 2019 Sales Kit: Financial Independence
Download our July 2019 sales kit and get sales ideas, producer guides, consumer guides, and more to help clients achieve their financial independence.
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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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May 2019 Sales Kit: Disability Income Insurance
Our May 2019 sales kit for disability insurance contains producer guides, sales ideas, pre-written social media materials, a consumer guide, and more.
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April 2019 Sales Kit: Tax Strategies
Our April 2019 sales kit is all about tax strategies, from reducing taxable income to using a tax refund on life insurance.
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