Business Tools
John Hancock’s Advanced Planning and Underwriting in the wake of tax reform: webinar link
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
American National: Buy-Sell Agreement Reviews
Buy-Sell Lessons from the CLIPPERS
PRINCIPAL EXIT PLANNING FACT FINDER
Helping you identify your business clients’ needs
Principal: Business Needs Fact Finder
Principal Client Approved AU Checklist
Look at that Attorney in the Window
Securian: BOLD Business Succession Advisors Guide
DEFERRED COMPENSATION PLAN- Consumer Piece
PRU Benefit Access Rider Fast Facts Updated March 2019
PRU Benefit Access Rider Underwriting Criteria Updated March 2019
Cincinnati Life: Why offer voluntary Disability Insurance?
Cincinnati Life: Why offer Voluntary Life Products to Your Employees?
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.
