Business Tools
John Hancock Microsite on Business Planning- Benefit Better new 11.2019!
Nationwide’s Giving you an advantage in the business Life Insurance market
Principal’s Key Person Insurance Sales Idea
Nationwide The crisis facing America (LTC information)
KEY PERSON COVERAGE Legal & General
Protective Life Needs Analysis Form
Buy-Sell Lessons from the CLIPPERS
Lincoln Premium Financing Conversation Starter-UPDATED
Helping you identify your business clients’ needs
Principal: Business Needs Fact Finder
AIG Business Development Institute -NEW!
Cincinnati Life: Why offer Voluntary Life Products
AIG Checklist for Foreign Nationals
Prudential: Life Insurance IRC Tax Benefit Flyer
Estate Planning Tools
Planning for Retirement: The Impact of Divorce June 2018
Premium Finance Conversation Starter
Guardian Estate Planning Checklist
John Hancock Premium Financing Success Story
John Hancock Premium Financing Guide
Private Spousal ILIT- John Hancock Meeting August 24, 2016 with Caroline McKay- SLIDES
Private Spousal ILIT- John Hancock
Foreign Nationals Website from Transamerica
Phillip Hoffman’s Tragedy Continues with Estate Planning and Asset protection Blunder Costing $10m
Links
IULTRANSLATE.COM – This is the best tool for translating an assumption of the long term performance of the selected index into a hypothetical assumed rate for the purposes of the policy illustration.
