Advanced Marketing
- John Hancock Microsite on Business Planning- Benefit Better
- Principal’s Key Person Insurance Sales Idea
- Commercial Premium Financing
- Nationwide The crisis facing America (LTC information)
- KEY PERSON COVERAGE Legal & General
- Protective Life Needs Analysis Form
- Buy-Sell Lessons from the CLIPPERS
- LGBT 10 Quick Sales Ideas in 10 Minutes
- Transamerica 2020 Tax Guide
- Nationwide Benefits Estimator
- Lincoln Premium Financing Conversation Starter
- Helping you identify your business clients’ needs
- Principal: Business Needs Fact Finder
- AIG Business Development Institute
- AIG Checklist for Foreign Nationals
- Prudential: Life Insurance IRC Tax Benefit Flyer
- Grow Your Practice From Referrals
- Know Your Client Worksheet
- Become a Better Listener
- 2020 Tax Guide – Transamerica
- Planning for Retirement: The Impact of Divorce
- 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
- Phillip Hoffman’s Tragedy Continues with Estate Planning and Asset protection Blunder Costing $10m
- 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.
- jhsaleshub.com/benefitbetter.com