Download The Guide to Increasing Assets Under ManagementWritten for financial planning pros, our Assets Under Management (AUM) Guide outlines a win-win strategy for you and your clients. Learn: How to protect the one thing that makes AUM possible The 3 profound ways...
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Summer Insurance Campaign
Boost Summertime Sales with This Blue-Sky CampaignWe’re halfway through the year, which means your goals should be more than halfway achieved. Summer is not the time to relax your sales efforts. In fact, it’s a great time to reach out to prospects and clients....
No Is Never The Answer LP
No is Never the AnswerDIS Says YES to High Risk & Medically Impaired Applicants This handout will help you tell previously declined clients “YES” with our simplified issue DI. Ninety-eight percent of applications are approved and issued with no exam, blood work,...
Supersize Life Commissions
Increase Commissions by 2.5XWITH ONE SIMPLE QUESTION.If you could turn every $3,000 life insurance commission into $7,725, would you? Of course! By the time you sold 100 policies, you would have earned $772,500 using the new method, compared to only $300,000 with the...
Inflation Handout LP
Now is a Very Good Time to Buy Disability Insurance - Thanks to The Inflation Effect!Help your clients seize this opportunity!Complete the form to download your inflation handout now Download Here [gravityforms id="2" title="false" description="false" ajax="true"...
Waiver of Liability Form LP
Download The Waiver of Liability FormThe Waiver of Liability Form works double duty, making it a must-have for every insurance agent. When your client says NO, ask them to sign the form, acknowledging that they have been educated about the risk and that they are...
Marching to DI Madness 2022
$$ Your March to MAD DI CommissionsYou don’t get to the final four without relentless training. Fortunately, it’s a whole lot easier to win big in the disability insurance (DI) market. In fact, we’ve assembled a proven starting line-up to help you earn MAD...
Self Employed Sales Kit LP
The Self-Employed Niche: Why The Self-Employed Need DINow it’s easier than ever to specialize in this growing market with our DI for the Self-Employed Sales Kit. This comprehensive sales kit includes: Self-employment statistics Finding, appealing to and getting...
Nurse Sales Kit LP
Marketing to Nurses?Use This Sales Kit.Now it’s easier than ever to specialize in this growing market with our DI for Nurses Sales Kit. This comprehensive sales kit includes: Insightful market data How to get started An nurse pre-approach "Second Opinion" letter The...
Holiday Campaign
Download Your Marketing Kit!Our all-new handout helps your clients share financial protection tips with their loved ones. It outlines key strategies for Gen Z, Millennials, Gen X and Boomers. This Ready-to-Use Marketing Kit includes: Generational Financial Strategies...
