Marketing, Product Information, and Sales Resources
Resources for Agents, Brokers, and Financial Advisors
Technical articles on tax and insurance topics, sales ideas, product information, and industry news.
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Business and Estate Planning
NEW! Updated for the New Year! Gift, Estate and Generation Skipping Transfer Exemptions & Rates
NEW! Central Intelligence – 1/2012 – Payroll tax cut, New Final Regs Under IRC 2036, and more!
NEW! White Paper: Valuation of Life Insurance Policies
NEW! Advanced Markets Radio: Grantor Trust Powers (January 24, 2012)
NEW! Advanced Markets Radio: Planning with Conservation Easements (January 18, 2012)
Advanced Markets Radio: A Year-End Review of 2011 Part 1
Monthly Edition Central Intelligence – December 2011
IRS Gets Serious On Gift Tax Cheats
Transferring Wealth with Inter-Family Loans
Central Intelligence – Nov 2011 – BIG WIN for Pru in STOLI Case, Estate Tax on Partnership Assets, Interest Deduction
Advanced Markets Radio: Super Committee Update with Sarah Spear and Chris Morton
Advanced Markets Radio: Time Value of Money with Larry Katzenstein (November, 15 2011)
Advanced Markets Radio: AALU Update with Sarah Spear and Marc Cadin (November 8, 2011)
Advanced Markets Radio: Grantor Trusts with Mike Mulligan (November 1, 2011)
Estate and Business Planning Fact Finders
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| Life Insurance Underwriting
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Insurance Industry News
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| Life Product Information
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Client Ready Marketing Materials
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| Long Term Care
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Disability Income
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