July 2021 Sales Kit: Financial Independence
Our July 2021 sales kit helps you cover two topics relating to financial independence: annuities and permanent life insurance.
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June 2021 Sales Kit: Business Planning
Most business owners don't know how many ways life insurance can support that business. Our June 2021 Sales Kit helps you show them how.
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May 2021 Sales Kit: Disability Income Insurance
Our May 2021 sales kit is all about disability income insurance. You'll be able to explain what it is, why clients need it, and how they can get a quote.
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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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