Sales Concepts
Use the links below to download material and watch videos on Sales Concepts from North American.
All videos in this section are client approved.
Key Person
Key Person (video)
Buy Sell Agreement
Buy Sell Agreement (video)
Executive Bonus
Executive Bonus (video)
Estate Planning
Estate Planning (video)
Income Protection
Income Protection (video)
Longevity Planning
Longevity Planning (video)
Annuity Max
Annuity Max (video)
Pension Max
Pension Max (video)
Retirement Planning
Retirement Planning (video)
Client Review
Client Review (video)
Legacy Building
Legacy Building (video)
College Funding
College Funding (video)
Smart Money (video)
Recorded Webinars
Use the links below to watch recorded webinars to learn more about North American products and processes.
SimpleSubmit® Demo
SimpleSubmit® Next Steps
eDelivery with DocuSign
eDelivery and Optional EFT Process
Web-based Software 101
Web-based Software 201
Understanding Illustration Output
Pending Business
Marketing Toolkit
Attracting Clients Through Referrals
Ordering an Illustration from the Website
