Marketing

We’ve put together a ‘toolbox’ of educational and marketing materials from our carriers to help you successfully grow your business.

Carriers +
Products

Annuities
Learn more about our life annuity carriers and use their tools + resources to help build and grow your business.
AIG
Power 10 Protector
- Provided by AIG, a comprehensive playbook of marketing materials for Power 10 Protector ( can you add the little ‘R’ trademark circle to that?) Indexed Annuities.
Global Atlantic
Annuities Sales Kit
- Use this helpful toolkit from Global Atlantic when building + selling to your clients.
Principal
Annuities Explained
- This brochure provided by Principal will answer all your outstanding annuity questions.
Lincoln Financial Group
Resource Guide
- A comprehensive resource to Lincoln’s Fixed Annuities.

Long-Term Care
Learn more about our long-term care carriers and use their tools + resources to help build and grow your business.
Mutual of Omaha
- Learn about the products, get tips for selling and see the materials available for use with prospective customers.
One America
- Protect your clients from the financial burden of long-term care. Use this resource from One America to help your clients plan for their future.

Life Insurance
Learn more about our life insurance carriers and use their tools + resources to help build and grow your business.

AIG

Master Playbook
- Enable you success with these tools and resources by AIG
Campaign in a Box
- Build a customizable campaign with these grab-and-go tools provided by AIG
Allianz

Build your Strategy
- Tools and strategies to help you successfully grow your business.
Principal
- Protect What Matters Most
  - Your guide to life insurance.
- Designed to Stand the Test of Life
  - Offer clients simple, affordable and responsibly-designed life insurance solutions. Principal has made it easy for you to start that conversation—with customizable materials that you can share in just a few clicks.
- How Much Life Insurance Do You Need?
  - Life Insurance protects the people you care about and who depend on you financially. Use this tool to determine your current life insurance needs. But keep in mind, your coverage can be adjusted up or down to fit your budget and personal preferences.
- An Overlooked Way to Improve your Financial Future
  - Start viewing your life insurance policy as an asset. Learn more.
- Protecting Your Retirement
  - Protect more. Prepare more. And save more for retirement. Learn how life insurance can help you get to your retirement goals.
Prudential
- Start With a Conversation
  - Share candid videos made by Prudential of real families talking about their answers to thought-provoking questions. How would people you know respond? Send them an email in one easy click and start a conversation about the importance of life insurance.
- Rx For Success
  - Provided by Prudential, this comprehensive guide helps you assess your client’s success in obtaining life insurance based on their medical history.
- Prudential Calculators
  - Designed by The Prudential Insurance Company of America to help you better identify your clients potential life insurance needs.

Marketing
Solutions

Allianz
The Big Story
- Expand your client’s opportunity for growth. As you help your clients utilize life insurance to complement their well-rounded financial strategy, it’s important to highlight how Allianz can provide death benefit protection plus accumulation potential for future needs. Learn more in this helpful brochure from Allianz.
Protecting Retirement Income
- Help your client protect their retirement income from market volatility by helping them understand the impact of their sequence returns.

John Hancock
The tax season has officially wrapped up for many. Now is a great time to start talking to your clients about the tax benefits of life insurance – the tax-free benefit, tax-free distributions, tax-free growth on cash value, and more! To aid in this discussion, John Hancock has a suite of materials available:

NIW
NIW first emerged as a leader in premium finance in 2000. Since then, the company has focused on financed insurance solutions mainly in the US market. As a company, NIW combines long time industry experience with conservatism to create financial solutions that are focused on sustainability. NIW uses financed insurance to reduce clients’ out of pocket costs, and are specifically designed to stand the test of time. Learn more here.

NIW presents Kai-Zen
- Due to limitations, traditional retirement plans are typically insufficient for high income earners. If you want the potential to maintain your lifestyle in retirement, you need a proactive strategy that puts more money toward helping to protect your future without putting a drain on your current finances. Kai-Zen is one of the ONLY strategies that uses leverage to help you acquire more of the insurance benefits you need to financially protect you and your family. Learn more.
NIW University
- Learn about the latest products and updates from NIW at NIW University. Tickets sell fast, so make sure to grab yours!

Principal
Create a Prospecting Strategy
- Initiate life insurance conversations with your clients and prospects … and win them over. Leverage these life insurance awareness materials, including presentations, videos, checklists, handouts and more from Principal.
More Than Money
- At retirement, retirees face the momentous challenge of creating a lifestyle from the nest egg they’ve spent their whole lives building. Take a closer look at how retirees can use guaranteed income annuities to not only improve financial outcomes, but also increase confidence and reduce stress in retirement.
Combat the Unpredictable
- There are risks in retirement that can derail your clients’ plans. Life insurance is an often overlooked tool to help meet these unexpected challenges. Only life insurance can give them a death benefit while also building cash value they can access, generally tax-free.

Mutual of Omaha
Map Your Course
- With adequate preparation you can help minimize your retirement risk.
Sequence of Returns: Timing is Everything

Advanced
Planning

AIG

AIG

An in-depth look on Bonus Multipliers on Index Universal Life Insurance

Principal
- Planning Calculators
- Use this tool provided by Principal to help demonstrate various planning needs to your client.
- Business Solutions
  - Overview
    Principal makes it easy to succeed no matter your clients’ business type, size or need. Learn more about their business solutions and how you can help your client plan for every need.
  - Valuation
    Uncovering business owner needs and starting the planning conversation is easy when you use Principal’s complimentary business planning services. The reports serve as a great door-opener that can lead to life and disability insurance sales and help business owners.