Resources

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  Advisor Presentation: A Good Financial Services Professional Acts As a Quarterback

  From Gradient Insurance Brokerage, Inc.

  It’s tough for any client to remember the ins-and-outs of tax reform, but you can help lead their professional team.

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  How Sales Training Can Revolutionize Your Production

  From Imeriti Financial Network a Simplicity Life Company

  Learning some key techniques could open up an entirely new world of potential for your business.

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  Agent Tool: Understanding the Premium Financing Process

  From Universal Financial Consultants

  Use this tool to explain the premium financing process to your clients in a easy-to-follow way!

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  Ibbotson Cautions: 'Don't Be Complacent on Bonds'

  From CreativeOne

  A better bond alternative?

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  Turn Existing Clients and Prospects Into Life Insurance Leads

  From Universal Financial Consultants

  Prospecting to increase your life insurance sales does not have to be difficult. Using ready-made, automated marketing campaigns can take you from zero to launch in minutes!

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  Overcoming Objections to IULs & Premium Financing from HNW Prospects

  From Universal Financial Consultants

  Use these tips as a primer before you talk to High-Net-Worth (HNW) clients to ensure you can answer their questions and build trust.

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  Safely increasing your sales with IULS

  From Kansas City Life

  Finding the best IUL for your practice.

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  [Advisor Tool] Survivor Income and Cash Needs Analysis Worksheet

  From Kansas City Life

  Help your clients secure their loved ones’ future with this useful worksheet.

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