Explore common sales concepts
As you meet with clients to learn more about their financial goals and death benefit coverage, use our sales concept materials to share how life insurance can fulfill a variety of needs. Our kits provide marketing materials and the know-how to put these strategies to work for you!
More than death benefit protection
Clients often have competing priorities and a finite number of resources to use in planning for the future. Life insurance can help check off multiple boxes on their financial planning list. Explore how life insurance can meet multiple needs with our educational and client-friendly materials.
Sales concepts playbook
The North American Sales Solution Road Map was designed exclusively for our MGAs and their staff. The purpose of the road map is to help you build deeper relationships with your financial professionals by providing you with a resource to help them succeed. It goes beyond the standard training material to actually give you:
- Financial professional and client profiles for each sales solution
- Key selling points and illustration tips
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