Latest & Greatest Tools

CINCINNATTI LIFE- One Pager on Product

NATIONWIDE 2019 Tax planning reference guide

Mutual of Omaha Children’s Whole Life  Product Guide

What type of insurance is best for me? from Global Atlantic

How much Life Insurance Do I Need? Calculator from Global Atlantic

Global Atlantic video: Simply Speaking What is Life Insurance?

Product Guide for all Mutual of Omaha Products (Go to Page 16) 

Children’s Whole Life can be purchased by grandparents without parent’s signature

Global Atlantic’s: Built for Performance flyer on the Lifetime Builder ELITE IUL 4.2018

AIG: Non Medical underwriting on Max Accumulator Guide

American National E-Pocket Tables Updated for 2018 and 2019 NEW! 

Tax Efficient Estate Planning 2.18.2018 

2018 IRS Income Tax Tables

Global Atlantic’s : Lifetime Builder Fact Sheet

John Hancock’s Term Life with Vitality

Global Atlantic’s Life Products Positioning Guide 2018

The “Three Bucket” Life Insurance Strategy September 2017

Nationwide- The crisis facing America July 2017

Underwriter Sweet Spots

Transamerica-Consumer guide for Trendsetter LB

Transamerica-Quick and simple lead generation Trendsetter LB and TOP

CIGAR SMOKER– “New” Updated Cheat Sheet  December 31,2018

Marijuana cheat sheet May 2018

Principal Life Easy Access to Cash Offer

Nationwide Business Solutions video

Protective: An IUL for your GUL Cases October 2018

LTC vs. Chronic Illness riders on life policies: What’s the difference?

AIG Rapid Rater – Quickly quote your term case here

Hancock Brokerage Pre-Screen Questionnaire



View Desktop Site