Latest & Greatest Tools

Principal: Tailor Your Conversations to Your Client Needs 5.19 NEW!!
Protective Underwriting Sweet Spots
Whole Life or GUL: It Depends Article from Broker World April 2019
Assurity-All Products Quick Reference Guide 2019
Lincoln TermAccel Level Term Underwriting guide 2019
CINCINNATTI LIFE- One Pager on Product
NATIONWIDE 2019 Tax planning reference guide

Retirement: Will it look the way we thought it would? March 2019

Mutual of Omaha Children’s Whole Life  Product Guide

Pacific Life PROMISE – Digital Underwriting Guide– New!  Feb 2019

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! 

Global Atlantic’s : Lifetime Builder Fact Sheet

John Hancock’s Term Life with Vitality

Global Atlantic’s Life Products Positioning Guide 2018

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

 

 

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