Scroll down for the registration form Captive Insurance Companies: An Executive Summary Webinar 5/22/12 11AM Eastern Today a near perfect opportunity exists for successful entrepreneurs to accomplish many planning objectives on a tax-favored basis using captive insurance company structures. Learn how you can make 2012 a breakout year for your practice using captives! Join Us [...]

These pieces provide the brokers with sales ideas, sales concepts, and product solutions they can use with their clients. Help Your Clients Commit to Life with VUL Protector Help Your Clients Commit to Life with ROP Term Help Your Clients Commit to Life with UL Protector It’s Time to Place With Pru Why Should You [...]

These materials cover a wide spectrum of topics that support Insurance sales. These materials cover from the most complex advanced marketing topics to the basic fundamental’s of “how to sell insurance” and tools that make selling easier. Annotated Xpress Quickform Guide Prospecting Tools for Success RX for Success – Individual Inquiry Offers Prepare for your [...]

Short presentations discussing various advanced marketing concepts that can be used to generate sales ideas. Each Brainshark briefly explains the concept and provides information needed to help determine if the concept may be appropriate for a specific client. Baby Shark: Data Mining for Life Business Baby Shark: ROP Term Market and Sales Ideas Baby Shark: [...]

These pieces are “ice breakers” to help make it easier for the brokers to explain and for their clients to understand the importance and the need for Insurance during any time (even now). Bridging the Financial Gap Consumer Brochure Certainty of Life Consumer Brochure Life Insurance and Divorce Planning Twelve Life Insurance Mistakes

Final_Copy_0152987-00005-00_Why_Sell_Insurance.pdf

0160992-00004-00_FINAL_Whats_Your_Clients_Timeline_for_Insurance_Coverage.pdf

A new study from SunAmerica highlights the changing face of retirement. The goals, timing, and purpose of retirement in the minds of Americans age 55 and over have changed significantly over the past four years. Retirement Re-Set Study – Read the Entire Study Retirement Re-Set Study – Insights for Financial Professionals Retirement Re-Set Study – [...]

A new study from SunAmerica highlights the changing face of retirement. The goals, timing, and purpose of retirement in the minds of Americans age 55 and over have changed significantly over the past four years. Retirement Re-Set Study – Read the Entire Study Retirement Re-Set Study – Insights for Financial Professionals Retirement Re-Set Study – [...]

A new study from SunAmerica highlights the changing face of retirement. The goals, timing, and purpose of retirement in the minds of Americans age 55 and over have changed significantly over the past four years. Retirement Re-Set Study – Read the Entire Study Retirement Re-Set Study – Insights for Financial Professionals Retirement Re-Set Study – [...]

Reviewing your client’s most recent tax return can be an effective way to identify his or her financial protection needs – needs that AXA Equitable may help fulfill. The information in this email offers you background on items to look for when examining a tax return, as well as general information on the planning options. [...]

In many situations, life insurance can be an appropriate strategy for planning issues. For example, the identification of existing insurance coverage can provide an opportunity for policy reviews. In situations where income tax treatment of asset types may be on the verge of change, reallocation of assets may be an appropriate consideration. AXA Equitable’s 1040 Overlay is a [...]

Among the tools available are the implementation checklists and sample pre-approach letters. This process offers an opportunity to contact both existing clients, new prospects as well as collaborate with CPAs. If you work with CPAs and other centers of influence frequently, you are looking for new ways to attract them to do work with you. The [...]

Aviva’s Survivorship Builder with the First Survivor Premium Rider provides a unique solution for clients who need last-to-die insurance coverage and like the possibility of accumulating cash value. var docstoc_docid=”112128808″;var docstoc_title=”18165_SUL_SinglePageFlyers_CashAccumulation_0112_copy”;var docstoc_urltitle=”18165_SUL_SinglePageFlyers_CashAccumulation_0112_copy”;

Aviva’s Survivorship Builder product with the First Survivor Premium Rider provides a unique solution to gift tax problems when funding a survivorship policy. var docstoc_docid=”112129417″;var docstoc_title=”18166_SUL_SinglePageFlyers_GiftTax_0112_copy”;var docstoc_urltitle=”18166_SUL_SinglePageFlyers_GiftTax_0112_copy”;