Sales Tools & Ideas
- Climbing The Family Tree – Incorporate the entire family into the legacy planning process to retain more assets and grow your book.
- Behavioral Finance – Gain understanding as to how the mind works when it comes to money.
- Selling 529 Plans – Diversify your book of business with 529 plans.
- Practice Management – Use these tips to prospect and build you business.
- Calculators – Use Voya Investment Management's calculators to find out how much you need to save for retirement, college, etc. and what level of investment risk you will need to achieve those goals.
- Create Your Value Proposition