Sales Toolkits

Increase your product knowledge and get the sales tools you need to succeed. Check out the following resources for timely insight, in-depth product information and multiple client-approved materials designed to help you build better retirements and better your business.

Social Security Toolkit

Build your business--and a more secure retirement plan for clients--by learning how to incorporate Social Security into the retirement plan conversation.

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Retirement Risks Toolkit

Your one-stop, easy-access resource to save time and have more productive conversations about financial risk.

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Understanding Consumer Behaviors Toolkit

Use the scientific research and tools to help overcome barriers from clients and prospects and keep their retirement goals … and your business … on track.

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Social Savvy Toolkit

Discover how to help attract more social followers, deepen virtual connections and build your personal brand.

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