More than financial products—solutions.
   
 
 
             
 

 

Kits : Sales & Marketing

Our kits offer you the tools you need to succeed! Whether you are new to the business, need to recharge your client list, or reach out to current clients, our kits have you covered. With proven leads, sales literature and professionally designed direct mail pieces, you will be on your way to reaching your goals!

Contact your sales coach to find out how to qualify for these great marketing kits.

shimBoost your prospecting with our  

FREE Sell! Kit

FREE Sell! Kit
Our Sell! Marketing kit includes:

  • 600 piece full color 4x6 client postcard.
  • 600 premium lead labels - Ultimate lead generator!
  • Sales ideas booklet.
  • Your own personal sales coach.

Learn more…


shimStay in touch with your clients with our

shimFREE Pitch Pack!

This advertising package has everything you need for full color marketing materials.  From consumers guides to postcards, you’re clients won’t easily forget you.  It also contains support materials for your business - guides and how-to’s for a successful mailing and a prepared pitch.

Ask your sales how you can receive your free pitch pack today!

 

   

Check This Out rule

Make sure you’re up to date on all the annuity rates before you head out into the field. Check out our newly redesigned rate sheets for a quick reference to today’s product rates!
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Worth Millions
SHEP BECKER

A prospective agent called in to discuss a client who was looking to renew a CD at a rate under 3%. After reviewing the benefits of using a MYGA, the agent was able to secure an annuity rate of 5.1%. Over time this agent attained $10,000,000 in assets under management as well as a great working relationship from his client.
 
             
 

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For Financial Professional Use Only - Not For Use With the Public.