Marketing Support
Case Studies
Show Case StudiesMedicaid Planning With Annuities For Singles
Demand 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 CalculatorsTools and Resources
Show Tools and ResourcesSales & Marketing for More Appointments
- The Perfect Fact Find Question
- The Surprising Power of Questions Harvard Business Review
- Plum Direct Marketing
- Post Card Marketing
- Dignity Planning
- Dignity Plan Request
- CIS Marketing Prospecting
- 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
- Sample Agenda
- Social Security Planning Resources
- Estate Planning Basics
- Social Security Knowledge Links
- How To Use The Tax Form 1040 To Identity Opportunities
Public Relations
Entrepreneur
- E- Book Financial Service Entrepreneur
- 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
- Basic Business Planning
- Free Course on writing a Business Plan
- Printer
- CaLLogix Answering Service
- Goal Setting
- How to Name a Business
- Financial Future Brochure
- Client Data Base
- Wine Tasting Planning Kit
- Marketing and Business Building Resources
- 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.
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
LIF PRO Client Guide
LifeLINC Advisor ppt
LifeLINC Agent Guide
Strategies for a LAZY IRA
LifeLINC Charitable Gifting Grid
Life Insurance as an Asset Class
LifeLINC – Three Uses
LifeLINC Sample
LifeLINC Pre-Approach Letter
LifeLINC IRA Legacy
LifeLINC Client Piece
RMD Buys Life Insurance
U.L Costs Simplified
Stacks of Money
Legacy Planning
Life Insurance Review
PAR CPA Prospecting Letter
The Problem with Trusts Owning Life Ins.
Fiduciary Liability
Life Analysis program-PAR
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
PAR Sample
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
GE Proxy Statement-What the Wealthy Know
Life Insurance Needs Analysis Worksheet
Carriers with NonMed Guidelines and Conditions
COVID-Related-Underwriting-Changes 1-12-2021
Asset Based LTC Product Details
LTC and Chronic Illness Rider Details Details
Life Insurance for Business and Estate Planning
Estate Exemption Planning & the Crummey-Style ILIT
Business Insurance Survey
Why a Buy-Sell
Key Income Tax Concepts
Estate Tax Analysis
Estate Planning Fact Find
Annuity
Show AnnuityHistory
How To
Tools
- Sample Investment Fund Transfer Disclosure
- National Organization of Life and Health Insurance Guaranty Association
- Annuity Advantage Brochure
- Understanding Annuities
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
- Energize Your Sales
- Retirement Readiness Financial Perspective
- In Service Transfers
- 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