COVID-19

SALES INSIGHTS

The spread of COVID-19 has led to changes in how we all do business. As your valued partner, we’re here to help you navigate this uncertain time and remain a reliable and helpful resource for your clients.

What's New

Download three impactful messages that you can use as emails, letters, or phone call scripts to reassure and help your clients.

Client Messages

CLIENT-FACING COMMUNICATIONS

Doing Business Digitally During COVID-19

DIGITAL BUSINESS GUIDE

A brand-new white paper on the recently-signed Coronavirus, Aid, Relief, & Economic Security (CARES) Act. Learn the details of how this stimulus package impacts you.

What You Need to Know About the CARES Act

WHITE PAPER

You don’t have to sit in the same room to continue meeting prospects and serving clients. These resources show you how to conduct business using virtual tools.

What Do You Need Today?

Virtual Sales 101

Get a crash course in conducting virtual meetings with clients. 

Sales Resources

Find useful resources to support your client conversations and meetings.

A curated collection of articles designed to help you, personally and professionally, through this time.

Helpful Reads

Virtual Sales 101

Get a crash course in conducting virtual meetings with clients. 

Doing Business Digitally

DIGITAL BUSINESS GUIDE

Digital Business Guides:

Virtual Meetings on Zoom

VIDEO TUTORIAL

Video Conference Like a Pro

VIDEO TUTORIAL

Sales Resources

Find useful resources to support your client conversations and meetings.

DIGITAL BUSINESS GUIDE

What You Need to Know About the CARES Act

WHITE PAPER

Here to Help

CLIENT-FACING COMMUNICATION

Market Volatility & The Power of Annuities

CLIENT-FACING COMMUNICATION

Re-Evaluating Risk

CLIENT-FACING COMMUNICATION

Client-Facing Communications:

Weathering a Changing Market

Client-Facing Presentations:

White Papers:

POWERPOINT

Helpful Reads

A curated collection of articles designed to help you, personally and professionally, through this time.

For Financial Professional use only, not for use with the general public.

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