Sales Concepts
| Key Person | Buy Sell Agreement | Income Protection |
|---|---|---|
| Help protect your client’s business against the loss of a key person, including loss of managerial skill and experience and decrease in sales. Download PDF Watch now |
Help your client fund the transfer of ownership of their business, or protect against unintended or unwelcome transfers of ownership. Download PDF Watch now |
Help protect the future of your client’s family in the event of the loss of a wage-earner or non-wage-earner through the death benefit protection offered by life insurance. Download PDF Watch now |
| Estate Planning | Legacy Building | Longevity Planning |
|---|---|---|
| Life insurance death benefit proceeds can provide the liquidity needed to pay off debt, replace income, supplement retirement income, create an equitable inheritance between heirs, and even provide protection for businesses. Download PDF Watch now |
Use permanent life insurance to offer death benefit protection along with an efficient way to pass along assets to beneficiaries. Learn how to put this strategy to work for you. Download PDF Watch now |
The desire to travel, a new home, new hobbies, and gifting assets might be beyond your client’s current plan for income replacement in their later years. Help your clients plan for the best. Download PDF Watch now |
| Annuity Max | Pension Max | Retirement Planning |
|---|---|---|
| The objective is to provide a greater death benefit for heirs using annuity assets. Gain insight into how this strategy works and how you can help build your sales. Download PDF Watch now |
Find your sales potential in this large market niche. From teachers to state and local government employees, discover your next sales opportunity today. Download PDF Watch now |
Help your clients protect what’s important now while giving them a way to enjoy financial freedom later. Help boost your sales today with this key strategy. Download PDF Watch now |
| Client Review | Mitigating Risk | College Funding |
|---|---|---|
| Life insurance left untouched may no longer be meeting your clients’ needs. Position yourself as an important resource and put a periodic client review practice in place today. Download PDF Watch now |
Examine the various risks that are often overlooked, as well as a potential solution that you and your clients should examine closely. A good wealth transfer strategy can help address multiple risks. Watch now |
A premature death and the rising costs of college tuition can be hard on a family. Help your clients gain financial protection and help pay for college with a college planning strategy. Download PDF Watch now |
Recorded Webinars
| Demystifying IUL 1 | Demystifying IUL 2 | Demystifying IUL 3 |
|---|---|---|
| IUL Mechanics Watch now |
How Insurance Companies Cover Index Credits Watch now |
Compelling Product Features Watch now |
| Demystifying IUL 4 | Demystifying IUL 5 | SimpleSubmit® Demo |
|---|---|---|
| Effective Illustration Tips Watch now |
How to Sell Watch now |
Watch now |
| WriteAway® Accelerated Underwriting | Web-based Illustration Software | Client Friendly Materials |
|---|---|---|
| Watch now | Watch now | Watch now |
| Retirement Planning | Income Protection | Business Sales Ideas |
|---|---|---|
| Watch now | Watch now | Watch now |
At NIDA, we pride ourselves on the personal services we are able to provide.