Training Materials
Sales Ideas
Prospecting Tools
Consumer Materials
Technical Resources

Training Materials

Guides

Buy-Sell Agreements Using Life Insurance Marketing Guide [PDF Document]
ESOP Marketing Guide [PDF Document]
Transfer Tax Basics for Noncitizens Marketing Guide [PDF Document]

Charts

Buy-Sell Life Insurance Checklist [PDF Document]
Comparison of Business Entities [PDF Document]
Comparison of Entity Purchase and Cross Purchase Arrangements [PDF Document]
Comparison of Estate Payment Strategies for Transferring a Closely Held Business [PDF Document]
Comparison of Financing Alternatives for Transferring a Closely Held Business [PDF Document]
Employer-Owned Life Insurance Contracts Post August 17, 2006 [PDF Document]
Estate & Gift Tax Chart for Citizens & Resident Noncitizens [PDF Document]
GRAT vs. Sale to an IDGT [PDF Document]
Irrevocable Life Insurance Trust (ILIT) Checklist [PDF Document]
Transfer Tax Basics for Noncitizens Chart [PDF Document]

Producer Seminars

Brainshark Level I: Buy-Sell Arrangements Using Life Insurance [WMV Video]
Brainshark Level I: Charitable Planning Using Life Insurance [WMV Video]
Brainshark Level I: Director Charitable Life Insurance Funding Arrangement [WMV Video]
Brainshark Level I: Employer-Owned Life Insurance [WMV Video]
Brainshark Level I: ESOPs [WMV Video]
Brainshark Level I: ILIT Basics [WMV Video]
Brainshark Level II: Transfer Taxation for Noncitizens, Nonresident Alien Insurance Opportunities [WMV Video]
Brainshark Level II: B Trust Funding [WMV Video]
Brainshark Level II: Transfer Taxation for Noncitizens, Focus on QDOTs [WMV Video]
Brainshark Level II: Transfer Taxation for Noncitizens, Resident Alien Insurance Opportunites [WMV Video]
Brainshark Level II: Understanding Split-Interest Trusts [WMV Video]
Brainshark: Financial Underwriting Tips [WMV Video]
Buy-Sell Arrangements for Pass-Through Business Entities [PDF Document]
Buy-Sell Arrangements: Focus on Partnerships and LLCs [PDF Document]
Entity Considerations and the Life Insurance Sale [PDF Document]
ESOP Planning & Strategies [PDF Document]
Estate Strategies Using Life Insurance in Times of Estate Tax Uncertainty [PDF Document]
Exit Strategies for the Closely Held Business Using Life Insurance [PDF Document]
Five Levels of Estate Planning [PDF Document]
Overcoming the Life Insurance Trust Anxiety Using a Family Limited Partnership [PDF Document]
Sale to an Intentionally Defective Grantor Trust [PDF Document]
Valuation: Closely Held Businesses [PDF Document]