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Archive for the ‘Life Insurance’ Category

Life Agents Mobile Office Registration

Icon Written by Matt on October 13, 2011 – 10:03 am

Agent / Advisor Information Full Name(required) Company Name(required) Email(valid email required) Phone(required) About Your Practice Professional Credentials CFP(R) CPA JD CLU ChFC MBA CMA CEBS EA Insurance License(s) Securities License(s) Type of Practice Insurance Agency Financial Planning Firm Law Firm Accounting Firm Securities / Wealth Management Other Agree to Terms and Conditions I am a [...]



Main Street’s Perspective: “Understanding The Economy & Navigating The Markets.”

Icon Written by Matt on October 10, 2011 – 7:47 pm

The replay of this conference call will be available until Friday, October 21st. For instructions on how to access the replay, email Info@LifeAgents.com. REBROADCAST: >From Main Street’s Perspective: “Understanding The Economy & Navigating The Markets.” On September 22nd, Dr. Quincy Krosby, a renowned expert and thought leader on the global macro-economic environment and financial markets, [...]



Life Insurance Glossary

Icon Written by Matt on October 7, 2011 – 10:32 am

Insurance Terms Glossary A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z Although [...]



Financial Calculators for Every Occasion! Budgeting, Withholding, Retirement, College Planning, and Insurance

Icon Written by Matt on October 7, 2011 – 10:29 am

All calculators open in a new window. Budget Calculators How much am I spending? Should I pay off debt or invest in savings? What will it take to pay off my balance? How much should I set aside for emergencies? How much will it cost to raise a child? What’s it worth to reduce my [...]



High Limit Accident Coverage

Icon Written by Matt on September 29, 2011 – 7:36 am

This new, unique product is a high-limit accident policy. For more information, continue reading or call (800) 936 – 0339 option 1. var docstoc_docid=”57806159″;var docstoc_title=”Creekmore – AD_D _High Limit Accident Coverage_”;var docstoc_urltitle=”Creekmore – AD_D _High Limit Accident Coverage_”;



To Retirement and Beyond

Icon Written by Matt on September 19, 2011 – 1:12 pm

We all wish we had starting saving for retirement early in life. The reality is most haven’t. So what do you do when you’re 40 years old with a wife and kids and the clock ticking? How about Indexed Universal Life Insurance from Aviva. Show your clients how spending $5,000 annually for the next 25 [...]



Webinar 10/13 – 30 Uses of Life Insurance

Icon Written by Matt on September 19, 2011 – 12:56 pm

What motivates your clients to purchase life insurance? Is it love? Money? Or both? Explore these questions with us during an informative 30-minute webinar on Tuesday, October 13th, at 11 AM Eastern. Click here to request an invitation. var docstoc_docid=”94900124″;var docstoc_title=”Creekmore Ins 30 Uses of Life Ins Invite”;var docstoc_urltitle=”Creekmore Ins 30 Uses of Life Ins [...]



Sales Idea: The IRA RMD Dilemma

Icon Written by Matt on August 24, 2011 – 10:56 am

Aviva Sales Idea of the Week Required Minimum Distributions from an IRA can be a pain to those clients who don’t think they need those funds and would rather preserve the full value of their retirement account for their families to inherit. But, if the account is large enough at death, those heirs will have [...]



AG Choice Index GUL Webinar – Tuesday 8/16 9AM EDT

Icon Written by Matt on August 15, 2011 – 8:30 pm

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Small Business Prospecting Toolkit

Icon Written by Matt on August 11, 2011 – 1:13 pm

Everything you need to hold a Small Business seminar and attract prospective clients! 1. INVITE prospects to a seminar 2. PRESENT 5 Risks That Could Destroy a Small Business 3. FOLLOW UP with email content and phone scripts 4. ACCESS support material for you and your prospects – Risk #1 – Executive Bonus – Risk [...]



Don’t Lose Out on Opportunities in the Foreign Nationals Market!

Icon Written by Matt on August 8, 2011 – 11:10 am

Don’t Lose Out on Opportunities in the Foreign Nationals Market! …the United States accepts more legal immigrants as permanent residents than all other countries in the world combined.* Foreign nationals face unique estate planning challenges. Their gift and estate taxes can be daunting and costly if not properly managed. By understanding these planning issues and [...]



Client Ready Flyer – Important News for Trustees

Icon Written by Matt on August 6, 2011 – 4:50 pm

This consumer mailer reminds trustees of the fiduciary standard of care and how you may be able to help them reduce the risk and maximize what the trust may produce for them. Both print and electronic versions are personalizable on the Life PromoCenter using #156773. var docstoc_docid=”84890005″;var docstoc_title=”156773″;var docstoc_urltitle=”156773″;



Asset Characteristics At A Glance – Qualified Plans vs Equities vs Bonds vs Insurance vs Annuities

Icon Written by Matt on August 6, 2011 – 4:49 pm

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Get your mobile marketing robot, with our Android tablet giveaway!

Icon Written by Matt on August 3, 2011 – 3:36 pm

Get your mobile marketing robot, with our Android tablet giveaway!     Work from anywhere with your personal marketing robot! It only takes $10,000 of placed life target premium to get your own FREE Android tablet.* Creekmore Insurance Group puts everything you need to sell life insurance in the palm of your hand: The latest product [...]



The Demanding Job of an ILIT Trustee Presentation

Icon Written by Matt on July 22, 2011 – 3:20 pm

This producer presentation explains the fiduciary duties of trustees and how you can help to minimize the trustee’s potential liability. Includes case studies. var docstoc_docid=”84890307″;var docstoc_title=”5092940″;var docstoc_urltitle=”5092940″;