Training Materials
Sales Ideas
Prospecting Tools
Consumer Materials
Technical Resources

The Estate and Business Planning E-Library contains over 150 documents, forms, fact-finders, and multimedia presentations on basic and advanced topics. The E-Library contains everything you need to get started in business continuation and estate planning, along with sales ideas and ready-to-use prospecting materials.

Training Materials – Guides, charts, and downloadable video courses.

Sales Ideas – Estate strategies and business exit strategies.

Prospecting Tools – Letters and Scripts, Fact finders and profiles, and ready to use consumer seminars.

Consumer Materials – Brochures, client guides, and planning pieces on many different types of trusts, charitable giving strategies, and business exit / business continuation planning.

Technical Resources – For the advanced advisor, technical guides on estate planning, charitable giving, and business planning.

Access sections of the library by clicking the links in the menu. If you have questions, or would like to discuss a complex case, contact Matthew Treskovich, MBA, CMA, CLU, ChFC, FLMI at (800) 936 – 0339 option 1 or email info@lifeagents.com