Turnkey Sales Kits – Financial Markets Inc

Life Insurance Sales Concept Kits

LEGACY BUILDING

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.
Legacy Building

POLICY REVIEW

Life insurance left untouched may no longer be meeting your clients’ needs. Position yourself as an important resource and put a periodic policy review practice in place today.
Policy Review

RETIREMENT PLANNING

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.
Retirement Planning

ESTATE 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.
Estate Planning

BUSINESS PLANNING

Your business clients have unique life insurance needs. Let North American help simplify your sales process with our powerful sales strategies.
Buy-Sell Agreement
Executive Bonus
Key Person
Split Dollar Plans

WORKING WITH WIDOWS

Over the course of your professional career, you will likely work with many grieving widows. And having a plan for how to deal with that situation will not only help you help your grieving client during one of the most challenging times of her life, it makes good business sense as well.
Working with Widows

LONG-TERM CARE

For those without LTC coverage, relying on Medicare is a risky proposition at best, because the U.S. government’s federal insurance program for people age 65 and over is projected to be depleted by 2026.
Long-Term Care

NON-RECOURSE PREMIUM FINANCING

Explore a strategy that helps clients maintain their current lifestyle in the event of a chronic illness, premature death, or an inability to sufficiently save for retirement. All Kai-Zen Plans are issued with non-recourse premium financing which requires NO personal guarantees or lines of credit.
Non-Recourse Premium Financing

ANNUITY MAXIMIZATION

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.
Annuity Maximization

PENSION MAXIMIZATION

Find your sales potential in this large market niche. From teachers to state and local government employees, discover your next sales opportunity today.
Pension Maximization

SMART MONEY

Smart money is money your clients want to control and be able to access during times of need. While there are several places to store smart money, one option to consider is life insurance. Learn how to help your clients make their smart money even smarter!
Smart Money

COLLEGE FUNDING

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.
College Funding

LONGEVITY PLANNING

he 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.
Longevity Planning

FINANCIAL PLANNING FOR WOMEN

Women can be your best clients! According to a 2014 LIMRA study, they want financial advice more than men and are more concerned with their finances and achieving their financial goals.
Financial Planning for Women

GENERATIONAL MARKETING

Life experiences can have a dramatic impact on how we view the world and the types of messages that resonate with us. If you’re using the same prospecting and sales strategy for The same message and communication style that works best for a pre-retirement Baby Boomer will be different for a Millennial that grew up in the internet age.
Generational Marketing

LAND AS YOUR LEGACY

Land As Your Legacy is a unique program offered at no cost to clients by Nationwide. This program is tailored to farmers and ranchers who want to ensure their land and farming legacy are preserved for future generations. Clients are provided a detailed transition plan and recommendations crafted by Nationwide’s team of specialists.
Land as Your Legacy