Marketing Support
Case Studies
Show Case StudiesDemand Loans (Split Dollar Loan Regime)
Employer Endorsement (Split Dollar Economic Benefit)
Executive Bonus Plan (Sec. 162 Plan)
Golden Executive Bonus Agreement
Grantor Retained Annuity Trust
Irrevocable Life Insurance Trust
Nonqualified Deferred Compensation
Self-Canceling Installment Note
Calculators
Show CalculatorsLife Insurance Income Needs Calculator
Marginal Income Tax Rate Calculator
Tools and Resources
Show Tools and ResourcesSales & Marketing for More Appointments
- A Fully Loaded State of the Art Marketing System
- Money Moments
- The Perfect Fact Find Question
- The Surprising Power of Questions Harvard Business Review
- The 3 Keys To A Successful Appointment
- Guide to Setting Up a Workshop
- Kramer Leads
- PC Playbook
- Guide to Facebook Event Marketing
- Social Media Playbook
- Social Security Lead Program
- Smart Search Search Tips
Additional Resources
- Client Profiles
- Video Presentations
- Confidential-Financial-Data-Collector
- Business Fact Finder
- Estate Planning Basics
- Social Security Knowledge Links
- Customer Rounding Website
- Team Piece Example
Entrepreneur
- The Financial Services Entrepreneur
- 5 Ways
- Jody talks about how to become a successful Financial Services Entrepreneur
- Firm Virtual Meetings Best Practices
- How to Conduct a Virtual Meeting
- BUILDING YOUR FINANCIAL SERVICES PRACTICE
- 7 Steps to a viable marketing plan
- Master Your Unique Story Workbook
- 8 Social Media Lessons
- Free Course on writing a Business Plan
- Printer
- CaLLogix Answering Service
- Goal Setting
- How to Name a Business
- Wine Tasting Planning Kit
- Have you ever wondered what makes some financial professionals more successful than others? Let world-renowned performance consultant Dr. Rick Jensen show you the tools and strategies to become a Master of Business Growth.
- Why Successful People Are Drug Addicts
Lead Programs
- LeadJig
- EduPlanners
- SnappyKraken
- Horsesmouth
- Joel Bruckenstein
- Leading Response
- FMG Suite
- White Glove
- Plum Direct
- RA Marketing
- Seminars On Call
Life Insurance
Show Life InsuranceLife insurance is a key component to a good financial plan. Here you will find unique programs to best determine and meet your client’s Life insurance needs. You will also find articles, tools and concepts to educate yourself and your clients on the need and many benefits of life insurance. And because it is always important to find new clients, we have also provided some prospecting tools as well.
Concepts and Presentations
Strategies for a LAZY IRA
LifeLINC – Three Uses
LifeLINC Pre-Approach Letter
LifeLINC IRA Legacy
LifeLINC Client Piece
U.L Costs Simplified
Stacks of Money
Life Insurance Review
PAR CPA Prospecting Letter
The Problem with Trusts Owning Life Ins.
Do You Have Enough Life Ins.
PAR Attorney Prospecting Letter
Trust-Owned Life Insurances
PAR Client Piece
Ten Most Common Mistakes
PAR Guide for Producers
Sample Underwriting Cover Letter
Life Insurance Tools and Resources
Case Made for Permanent life Insurance
Life Insurance Explanation
Navigating the Hazards of the Executive Arena
Client life Insurance & Financial Fact Finder (with In-Force Illustration request form)
Change Jar
Life Insurance Needs Analysis Worksheet
Carriers with NonMed Guidelines and Conditions
Asset Based LTC Product Details
LTC and Chronic Illness Rider Details Details
Term Conversion Guide By Carrier
Life Insurance for Business and Estate Planning
Estate Exemption Planning & the Crummey-Style ILIT
Business Insurance Survey
Why a Buy-Sell
Estate Planning Fact Find
Annuity
Show AnnuityTools
- Sample Investment Fund Transfer Disclosure
- National Organization of Life and Health Insurance Guaranty Association
- Annuity Advantage Brochure
- Annuity Features White Paper For Agents
Presentations
- FIA_Basics
- How to tell FIA Facts from FIA Fiction
- Questions to Ask When Purchasing an FIA
- FIA Basics Video
- Guaranteed Lifetime Withdrawal Benefit Explained Video
- Retirement Readiness Financial Perspective
- In-service Rollover
- IRS Rollover Chart
- Using Annuities For LTC Planning
- 2-Minute Video To Use With Clients To Explain Medicaid Protection With An Annuity
- How To Start An Income Planning Conversation
- Accumulation Versus Distribution
- Explaining The Value Of An Annuity
- Ibbotson_ Fixed Indexed Annuities Beat Out Bonds
- Jody talks about in accumulation verses distribution to CPA’s
- FIA As A Bond Alternative
FIA Testimonials
Annuity Rates
Show Annuity RatesLTCI /DI
Show LTCI /DITools
- How to start a conversation about long term care planning
- Long Term Health Care Planning Options
- LTC Cost and LTCI Premium Estimator
- To Buy or Not to Buy LTC?
- Long Term care Disclosure
- Elder Law Answers
- Elder Care Agreement
Articles
- Family Forum
- Family Preparedness Kit
- NYT Love Labor
- Should I Give My House to My Kids
- Medicaid Spenddown Stories
Presentations
- Medicaid Spend Down
- Using Annuities for LTC Planning
- Using Annuities for LTC Planning Training
- How To Start The LTC Conversation