Written by Matt on January 26, 2012 – 12:16 pm
Scroll down for the registration form Today a near perfect opportunity exists for successful entrepreneurs to accomplish the following objectives with the blessings and support of the U.S. Treasury / IRS: Contribute vast amounts of Pre-Tax Dollars (under IRC 83f (b), up to $1.2m per captive insurance company) Grow the money over flexible periods of [...]
Written by Matt on January 26, 2012 – 11:33 am
New 2011-2012 e-Pocket Tax Tables now available from the ING Life Companies! The new tax laws provide important opportunities for you to contact clients and prospects with up-to-date information on tax rates, exemptions, deductions, contribution limits, and much, much more. To make it easier for you to access this information for both 2011 and 2012, [...]
Written by Matt on January 26, 2012 – 11:04 am
Who knew that IRS form 1040 could be such a great sales tool? This one simple form can help your agents help clients plan for retirement, protect dependents and provide charitable gifts. You Can Use IRS Form 1040 as a Sales Tool It’s that time of year – people are now gathering information to file [...]
Written by Matt on December 20, 2011 – 1:32 pm
New sales opportunities may arise from a review of the provisions in buy-sell agreements and the life insurance policies funding them. This new kit contains three client-approved materials to help you review the life insurance policies funding clients’ buy-sell agreements, to make sure they are performing as expected and will deliver the benefits desired when [...]
Written by Matt on December 20, 2011 – 1:30 pm
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Written by Matt on December 8, 2011 – 11:59 am
A CD Maximization strategy using life insurance and immediate annuities can enhance cash flow and increase after-tax benefits to beneficiaries. var docstoc_docid=”107499595″;var docstoc_title=”160087″;var docstoc_urltitle=”160087″; var docstoc_docid=”107499667″;var docstoc_title=”160364″;var docstoc_urltitle=”160364″;
Written by Matt on December 8, 2011 – 11:56 am
A CD Maximization strategy using life insurance and immediate annuities can create value for conservative clients by enhancing cash flow without adding significant risk. Continue reading for a detailed case study in the CD Max technique. var docstoc_docid=”107499326″;var docstoc_title=”159311″;var docstoc_urltitle=”159311″; var docstoc_docid=”107499392″;var docstoc_title=”159909″;var docstoc_urltitle=”159909″;
Written by Matt on December 2, 2011 – 12:31 pm
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Written by Matt on December 2, 2011 – 10:58 am
Making Sense of Your Life Insurance Options is a simple to understand and focused brochure on Life Insurance. It can be used to help a client understand the various types of Life Insurance and how each one might fit into their planning needs var docstoc_docid=”106452737″;var docstoc_title=”132722″;var docstoc_urltitle=”132722″;
Written by Matt on November 16, 2011 – 12:30 pm
A recent report from LIMRA highlights how basic sales techniques can help insurance advisors place more cases, and increase their average case size. Needs Analysis Works! Advisors who prepare a needs analysis are much more likely to close sales (73% vs 49%), and the sales are nearly twice as large ($423k vs $215k). Clients Want [...]
Written by Matt on October 29, 2011 – 9:57 am
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Written by Matt on October 19, 2011 – 11:01 am
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Written by Matt on October 19, 2011 – 11:01 am
John Hancock Indexed UL – Quick Overview John Hancock Indexed UL – Reasonable Assumptions Indexed Universal Life products are very difficult to compare. Unlike term insurance, guaranteed UL, and guaranteed SUL, Indexed products don’t lend themselves to convenient side-by-side presentations. The assumed crediting rates used by indexed UL carriers vary widely, even among products with [...]
Written by Matt on October 18, 2011 – 12:11 pm
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Written by Matt on October 14, 2011 – 5:23 pm
Life Agents Mobile Office is the first Android application specifically designed for life agents and financial advisors. – Multi-carrier Term and Universal Life comparison spreadsheets – In-depth Life Underwriting Guide to help you assess hundreds of possible medical and nonmedical impairments – Needs analysis tool to make personal planning fast an easy – Realtime Case [...]
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