Training Materials
Sales Ideas
Prospecting Tools
Consumer Materials
Technical Resources

Sales Ideas

Estate Strategies

B Trust Funding Case Profile [PDF Document]
B Trust Funding: Guaranteed Death Benefit Protection with UL Protector [PDF Document]
Conventional Estate Strategy’s Unconventional Results After EGTRRA 2001 [PDF Document]
Dynasty Trust: PruLife SUL Protector Provides Risk-Free Funding of GST Exemption [PDF Document]
Estate Equalization Using Life Insurance for Heirs of a Business Owner [PDF Document]
Estate Tax Hedge Plan [PDF Document]
Hedging Estate Tax Uncertainty Using Survivorship Standby Trust & Survivorship Insurance [PDF Document]
How to Avoid the 3-Year Rule on a Transfer of an Existing Life Insurance Policy to an ILIT [PDF Document]
Life Insurance As an Alternative to a QDOT for Noncitizen Spouses [PDF Document]
Sale of Assets to an Intentionally Defective Grantor Trust [PDF Document]
Spousal Support Trust As a Hedge Against Estate Tax Uncertainty [PDF Document]
Survivorship Standby Trust Case Profile [PDF Document]

Business Exit Strategies

Buy-Sell Arrangements Case Profile [PDF Document]
Closely Held Business Sale Using a CRT [PDF Document]
ESOPs Provide a Tax-Favored Exit Strategy for Business Owners [PDF Document]
No-Sell Buy-Sell Arrangement [PDF Document]