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Why Settlers Life?

Commercial Premium Financing

Nationwide The crisis facing America (LTC information)

KEY PERSON COVERAGE

Protective Life Needs Analysis Form

Buy-Sell Lessons from the CLIPPERS

PRINCIPAL EXIT PLANNING FACT FINDER

LGBT 10 Quick Sales Ideas in 10 Minutes

Transamerica TopPlusToolKit

Nationwide Benefits Estimator

2018 IRS Tax Table

Principal AU Client Profile

Principal Client Approved AU Checklist

Look at that Attorney in the Window

DEFERRED COMPENSATION PLAN- Consumer Piece

Life Resouce Library from ING

PRU Benefit Access Rider Fast Facts Updated Oct. 2017

PRU Benefit Access Rider Underwriting Criteria Updated Oct. 2017 

Cincinnati Life: Why offer voluntary Disability Insurance?

Cincinnati Life: Why offer Voluntary Life Products to Your Employees?

Estate Planning Tools

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

Understanding Trusts

Wealth Transfer Opportunities

Bi-Pass Trust Consumer Piece

Phillip Hoffman’s Tragedy Continues with Estate Planning and Asset protection Blunder Costing $10m

Other Tools

Advice to New Parents- An Open Letter from Protective

Special Needs Success Story

Retirement Needs Calculator

ANNUITY MAX STRATEGY

WORKING WITH WIDOWS

AIG Master Playbook – product and sales information

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.

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