December 2023 Sales Kit: Charitable Giving & Asset Maximization
Our December 2023 sales kit will help you talk to clients about maximizing unused assets to pass on a legacy with life insurance.
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November 2023 Sales Kit: Long-Term Care
Our November 2023 sales kit will help you talk to clients about long-term care. Start the conversation with stats, worksheets, and social media posts.
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October 2023 Sales Kit: Policy Review
Our October 2023 sales kit will help you conduct annual reviews with your existing clients to ensure their coverage is keeping up with their needs.
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September 2023 Sales Kit: Family Life Insurance Planning
Our September 2023 sales kit will help you talk to clients about using life insurance to plan for their family's future financial security.
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August 2023 Sales Kit: Back to School
Our August 2023 sales kit will help you show clients how permanent life insurance can help them put their kids through college.
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July 2023 Sales Kit: Financial Independence
Our July 2023 sales kit will help you talk to clients about creating a future that's financially independent with the help of permanent life insurance.
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June 2023 Sales Kit: Business Planning
Our June 2023 sales kit will help you pair your business-owning clients and prospects with strategies that protect their hard work.
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May 2023 Sales Kit: Disability Income Insurance
Our May 2023 sales kit will help you talk to clients about disability income insurance, which pays out if they get sick or hurt and can't work.
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April 2023 Sales Kit: Income Tax Planning
Our April 2023 sales kit will help you talk to clients and prospects about income tax planning, whether they got a tax refund this year or not.
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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.
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