Life Insurance

Life 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 - Three Uses
LifeLINC Advisor ppt	LifeLINC Sample
LifeLINC Agent Guide	LifeLINC Pre-Approach Letter
Strategies for a LAZY IRA	LifeLINC IRA Legacy
LifeLINC Charitable Gifting Grid	LifeLINC Client Piece
	RMD Buys Life Insurance

 

Client life Insurance & Financial Fact Finder (with In-Force Illustration request form)	U.L Costs Simplified
Life Insurance as an Asset Class	Stacks of Money

Legacy Planning

 

Life Insurance Review

PAR CPA Prospecting Lette	Trust-Owned Life Insurances
The Problem with Trusts Owning Life Ins.	PAR Client Piece
Fiduciary Liability	Ten Most Common Mistakes
Life Analysis program-PAR	PAR Client Prospecting Letter
Policy Review Fact Finder	PAR Guide for Producers
PAR Attorney Prospecting Letter	PAR Sample

 

Life Insurance Tools and Resources

Case Made for Permanet life Insurance	Change Jar
Life Insurance Explanation	GE Proxy Statement-What the Wealthy Know
Navigating the Hazzords of the Executive Arena

 

Life Insurance For Business and Estate Planning

Estate Exemption Planning & the Crummey-Style ILIT	Key Income Tax Concepts
Business Insurance Survey
Why a Buy-Sell

 

 

 

 

© 2008 The Producers Firm, a JE Goss LLC company.