September 2022 Sales Kit: Tax-Free Income

Get the Kit

Our September 2022 sales kit will help you get clients thinking about retirement income - and how to pay a lot less of it to the IRS.

This month's kit will help you talk to clients about the zero percent income tax bracket. It's do-able when you balance elements like non-taxable streams of income, Social Security benefits, and the income tax standard deduction. What with inflation seemingly out of control, it's more important than ever that your clients make a plan for a secure retirement. And paying less money in income tax is one way to help compensate for the extra money it's likely to take just keep the lights on and put food on the table. We'll show you how it works.

What’s in the Kit

September 2022 Sales Kit: Tax-Free Income

Our FREE 40-page kit includes:

  • 8 pages of shareable social media images and post text, sized for Facebook, Twitter, Instagram, and LinkedIn - including rectangular, square, and vertical images
  • 3-page discussion guide with conversation starters - updated for 2022
  • 1 page of resources for more info, facts, and stats - updated for 2022
  • 2 sample client emails
  • 4-page sales strategy: The 0% Tax Bracket - updated for 2022
  • 18-page 2-part client guide to wealth strategies used by the top 25%
Get the Kit

How to Use This Month’s Sales Kit

There are lots of different ways to get the conversation started. We added some new social media images this year, and included post text to make it even more seamless to post on your favorite networks. We've also got two outreach emails you can use, along with a conversation guide and a 2-part consumer guide designed to introduce the concept of tax-free retirement income. The consumer guide introduces your prospects to the concept of "buckets" - taxable buckets, tax-deferred buckets, and tax-free buckets. Once they understand how these buckets work, the guide explains how IUL can help them put more money in the tax-free bucket.

Get the Kit

Need help with quotes, illustrations, or selecting the right product?

Our Brokerage Managers - Dave, Sheryl, Joshua, and David - can help. They have incredible depth and breadth in terms of product knowledge. Call 800-823-4852 and ask for a brokerage manager, or click the button below to email us!


Insureio Subscribers: Use Our September Marketing Campaign

Are you an Insureio subscriber? If so, you have access to our pre-written marketing campaign for September. It includes four emails for your clients and prospects, pre-scheduled for delivery throughout the month. These four emails go through specific concepts that we also cover in the sample emails and consumer guide in this kit. They cover subjects including the potential for rising taxes, the zero percent tax bracket, how wealthy people protect and grow their money, and an introduction to IUL. As always, there's no discussion of a specific product - these are general educational emails designed to pique interest rather than sell a product.

September 2022 Sales Kit: Tax-Free Income

To preview the campaign:

  • From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
  • Scroll down and click September Newsletter Series: Tax Free Income (Monthly Focus Topic). You'll see the list of pre-scheduled emails. To see what a template looks like, click any of the blue template title links. The template will open up in a new browser tab.

Want to learn more about Insureio marketing campaigns and how to enroll your clients and prospects? Click here to visit the tutorial in the Insureio Academy.

Download Our September 2022 Sales Kit Now!

September 2022 Sales Kit: Tax-Free Income

Get the Kit