North American

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