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. […]
Archive for the ‘Life Insurance’ Category
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.
Aviva’s Survivorship Builder product with the First Survivor Premium Rider provides a unique solution to gift tax problems when funding a survivorship policy.
Version 1.02 of the Life Agents Mobile Office, just went live in the Android Market! New features include: Faster Performance – quotes are delivered faster than ever! More Rates – quotes will include both Annual and Monthly premiums. Request an App – registered users can click on a product and request applications! Apps will be […]
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, […]
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 […]
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 […]
A CD Maximization strategy using life insurance and immediate annuities can enhance cash flow and increase after-tax benefits to beneficiaries.
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.
This consumer brochure may be used with parents and grandparents interested in wealth transfer opportunities looking for alternatives to lifetime gifts. Inter-Family Loans are quite attractive now because interest rates are at or near historical lows and can be used to fund life insurance premiums.