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grab-and-go promotions, prospecting tools & training

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Promotions/
Prospecting

Promotions/Prospecting

  • • Emails
  • • Social media outreach
  • • eNewsletter stories
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Training

Training

  • • Scripted presentations
  • • On demand training & videos
  • • Brochures/Flyers
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Selling
Strategies

Selling Strategies

  • • Innovative sales approach
  • • Easy to use sales tools
  • • Helpful videos
Choose a topic below

Life Insurance Sales Essentials

Whether you or your clients are new to Life Insurance, these materials will explain the fundamentals of how to sell, and why to buy.

Supplement Retirement Income

Tax diversification is crucial to optimizing retirement strategies due to uncertain income taxes & economic downturns.

LTC or Chronic Illness – Which One is Right for Your Client?

Minimize unexpected financial strain due to a chronic illness by providing access to funds while living.
 Set up turn-key agent training 
20-minute Training Package
Customizable webinar / meeting invite »
Follow up actions (BGA and producer»
 Use compelling resources to help clients during the sale 
Share customizable sales scenarios with clients
Share customizable infographics with clients

Retirement Protection

People don’t lay awake at night and worry about life insurance, they worry about retirement. Wouldn’t it be great to offer retirement protection?
 Use compelling resources to help clients during the sale 
Engage clients with a simple “napkin” approach
Present concept to clients
Share customizable infographics with clients
View informative videos with your clients

IUL Basics

Eliminate confusion and uncover the power that Index Universal Life (IUL) products can provide in a portfolio.
 Use compelling resources to help clients during the sale 
Share easy to understand IUL client video:
Use informative IUL sales tool with clients:
Life To The Max interactive tool »
Tax Diversification PDF and video »
Choose a topic to start

Life Insurance Sales Essentials

Whether you or your clients are new to Life Insurance, these materials will explain the fundamentals of how to sell, and why to buy.

Supplement Retirement Income

Tax diversification is crucial to optimizing retirement strategies due to uncertain income taxes & economic downturns.

LTC or Chronic Illness (CI) – Which One is Right for Your Client?

Minimize unexpected financial strain due to a chronic illness by providing access to funds while living.

Retirement Protection

People don’t lay awake at night and worry about life insurance, they worry about retirement. Wouldn’t it be great to offer retirement protection?
 Use compelling resources to help clients during the sale 
Engage clients with a simple “napkin” approach
Present concept to clients
Share customizable infographics with clients
View informative videos with your clients

IUL Basics

Eliminate confusion and uncover the power that Index Universal Life (IUL) products can provide in a portfolio.
 Use compelling resources to help clients during the sale 
Share easy to understand IUL client video:
Use informative IUL sales tool with clients:
Life To The Max interactive tool »
Tax Diversification PDF and video »