Value Add Central: Free Value Add Programs to Help You Add Sales

Value is the key to great relationships. We provide financial education programs to help you add that value. Explore our tools, calculators, videos, brochures and more that you can share with clients to strengthen relationships ... and build sales. (Note: Links below go to client approved materials. Contact us for rep pieces.)

social security building

Social Security Know How

Navigating Social Security policies and benefits can be overwhelming without tools to help.
Survivor Support

Survivor Support Program

Help clients handle loss with our Guide and Checklist. Ask your wholesaler for our special Rep tips booklet.
Senior couple discussing finances

Financial Plan B:
Elephant in the Room

Discover the “elephant in the room” and how to address it with a Financial Plan B.
Life Genius

Life Genius Training

Learn how to position life insurance with potential prospects. Call us for details.
Income Genius

Income Genius Training

Learn how to position retirement income with clients. Call us for details.
NQ Stretch

NQ Stretch

Explore how to stretch annuity payouts to client beneficiaries. Ask for complete kit.
Life Beneficiary Calculator

Life Beneficiary Calculator

Compare and contrast way to help clients pass legacy assets forward.
Retirement Income Success Calculator

Retirement Confidence Calculator

Help clients understand how long retirement income may last … and what to do about it.
Communications that Connect

Communications that Connect

Communicate better with clients. Ask for a presentation to learn the words that work.
Term Talks

Term Talks

View videos on complex financial terms explained in simple language. Share with clients.
Hands and calculator

Protected Lifetime Income

Investigate the importance of income and utilize tools to help meet retirement income needs.
Generational Reach

Generational Reach

Communication is key to long-lasting client relationships. Our collateral helps you create a conversation.
Timely Tax Information

Timely Tax Information

Plan effectively with tax facts and more related to retirement.
Millennial Minutes Program

Millennial Minutes

Examine the Millennial mindset in an effort to help build future financial relationships based on better understanding. 
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Want More Value Add Sales Starters? Contact Us!