Business Tools
John Hancock Microsite on Business Planning- Benefit Better
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.
