Sales Toolkits
Help increase your product knowledge and get the sales tools to help you 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.
Big Tech, Big Impacts Toolkit
Resources to help you navigate evolving technology
Research insights, tips and tools to help you understand how technology could help you work smarter, not harder. And tips to help protect your business and your clients.
Building Client Confidence Toolkit
Resources to help instill confidence
Research-based guides and tools to help clients overcome uncertainty and be more confident in preparing for their unique retirement.
Discover Your Client鈥檚 More Toolkit
Tips, tools and resources that can help discover what clients want more of in retirement. Knowing what they鈥檙e looking for can help you develop a commonsense plan to help them retire their way.
Retirement Risks Toolkit
Risk is part of long-term investing, but there are ways to help manage it. Use this one-stop, easy-access collection of time-saving tools to help you have more productive conversations with your clients.
Sandwich Generation Toolkit
The Sandwich Generation is facing unique challenges as they support their adult children and aging parents. Use these tools to help your clients navigate this unique life stage more successfully.
Social Savvy Toolkit
Discover ways to help attract more social followers, deepen virtual connections and build your personal brand to help more clients and prospects retire their way.
Social Security Toolkit
Help build your business 鈥� and a more secure plan for your clients鈥� next stage 鈥� by learning how to incorporate Social Security into the retirement strategy conversation.
Understanding Consumer Behaviors Toolkit
Use these tools, based on scientific research, to help overcome barriers to sound financial decision-making. Combine these insights with annuities from 麻豆传媒, and you can help keep client retirement goals 鈥� and your business 鈥� on track to do more.
Women Who Win Toolkit
Tips on connecting with female clients and helping grow your practice. Insights and strategies that can help you stand out as a female financial professional. Our exclusive content draws on research conducted for 麻豆传媒 by The Harris Poll.
