Unlock EVEN MORE Free, Cutting-Edge Point-of-Sale Client Approved Marketing Resources!

Say hello to our newest offering, PGI’s Advanced Markets Resource Center – your ultimate destination for value-driven consumer materials.

Dive into this comprehensive suite of market-focused tools designed to simplify intricate subjects with clear, concise explanations. Equip yourself to educate and inspire clients, driving your sales to new heights!

AMO Documents – Newly added

A well-organized compilation of over 130 most frequently used specimen advanced sales documents (watermarked PDFs) in business planning, charitable giving, retirement planning, and estate planning.

SalesMaker

This flexible sales tool features over 45 digital advanced sales presentations on topics including estate, charitable giving, business, and retirement strategy concepts. Each PDF covers a complex topic using critical talking points, a short summary, and often a useful graphic. You can personalize the cover page and use or combine these pieces to meet your clients’ needs.

Quick View Tax Guide

This piece consolidates up-to-date information on tax rates, exemptions, deductions, RMD information, and contribution limits, providing an important reason to contact clients and prospects. It’s a great reference tool to share with clients and their tax advisors!

Click here to log in and directly access these tools on the Agent Portal. Or, from the homepage navigate to Marketing > Advanced Markets Overview.