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Life Insurance Sales Ideas
Advanced Case Design Webinar - 8/31 at Noon Eastern Full Article
Current Assumption Universal Life and Cost of Insurance Read More
Client Flyer - Disadvantages of Group Term - for Teachers Read More
Client Flyer - Disadvantages of Group Term - for Hospital Employees Read More
Client Materials - Buy-Sell Planning Using Life Insurance Full Story
Why write life insurance with Sun Life Financial? Full Article
Small Business Client Seminar Marketing Program Click Here
Turnkey Business Valuation/Business Continuation Marketing System Click Here
Turnkey Buy-Sell Review Marketing System Read More
Life and Annuity Sales Ideas - Upcoming Webinars Full Article
Life Sales 101 - Buy/Sell Fact Finder Click Here
Life Sales 101 - Needs Analysis Worksheet Full Article
Buy-Sell Lessons Learned Full Article
ING IUL-Global - Waiver of Surrender Charge Rider Read More
ING IUL Global - Consumer Flyer on How to Access Cash Value Full Story
Life Insurance Underwriting
NEW! Prudential - Aviation, Lab Results, Family History, Cancer and Diabetes Underwriting Enhancements Full Story
NEW! John Hancock - Top 10 Underwriting Strengths to Grow Your Business Full Story
NEW! John Hancock - Updated Retention Limits Read More
Underwriting Plus-Sized Build Read More
Axa - Condensed Life Underwriting Guide Full Article
American General - New Field Underwriting Guide Full Story
American General - Creative Underwriting Wins Cases Full Story
Axa - Additonal coverage on delivery, without additonal medical or financial underwriting Click Here
Sun Life - New Underwriting Guidelines - More Features, Less Testing Read More
Medical Underwriting Library - 148 common impairments Full Article
Underwriting Insights - New Innovative Underwriting Guidelines Make LIFE Easier! Full Article
International Underwriting Update - Life Insurance for Foreign Nationals Click Here
John Hancock Life Underwriting Guide Full Story
Life Underwriting Reference Guide Click Here
Axa - Increased Reinsurance Limits Full Story
Long Term Care
Daily Plan-It: Interesting Long-Term Care Trend: Boomers Are Insuring Their Parents Full Article
What Could Long Term Care Costs Do to Your Client’s Portfolio? - Webinar 5/6 11AM Click Here
Because You Asked: Taxation of Long-Term Care Insurance Read More
Use a 1035 Exchange of Annuity Money to Pay LTC Premiums Read More
Kiplinger LTC Planning Workbook Full Story
Understand the Difference between Long-Term Care and Disability Insurance Read More
LTC - Prospecting, Setting Appointments, Handling Common Objections Read More
Individual Multi-Life vs Executive Carve-Out Comparison Click Here
Full No Lapse Guarantee In a UL / LTC Linked Benefit Product Full Article
Genworth LTC Sales Toolkit Full Article
Long Term Care Tax Guides - 2009 Read More
LTC - Helping Older Adults Get the Most Out Of Their Medications Click Here
LTC - Assisted Living Gaining in Popularity Full Article
LTC - Making the Nursing Home Choice Read More
Disability Income
Understand the Difference between Long-Term Care and Disability Insurance Full Story
Multiply Your DI Sales with Multi-life! Full Article
Disability Income Quote Request Sheets and Underwriting Information Read More
Business Overhead Expense DI: A Must-Have for Small Business Read More
The Advisor’s Quick Guide to Individual DI Full Story
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Business and Estate Planning
NEW! Federal Transfer Tax Chaos Part III - Timing Is Everything In Life (and Death) Full Article
Advisor Update: Premium Financing Planning Issues Full Story
It Is Pension Season - Get Your 401(k) Marketing Ideas Here! Read More
Central Intelligence - Premium Rebates are Taxable Income, STOLI Litigation Update Full Article
Premium Financing using the Walton GRAT as an Exit Strategy Click Here
One Estate, Three Possible Estate Taxes Click Here
Recent Legislation May Result in Big Changes for Your Clients’ Estate and Gift Plans Full Article
Client Ready Sample Proposal - Cross Purchase Buy-Sell Read More
2010 May Provide A Limited Time Opportunity to Avoid The Generation Skipping Transfer (GST) Tax Read More
Commercial Premium Financing Full Article
Current Planning to Avoid the Future Health Care 3.8% “Surtax” Full Story
Take Your Business to the Next Level Read More
Tax Exemption Trusts for Leveraged Wealth Transfer Full Article
Daily Plan-It - Is It Better to Give Now (2010) or Later (2011)? Click Here
Using Life Insurance as an Asset in Qualified Retirement Plans Click Here
Life Product Information
Sun Life Financial Announces External Term Exchange Program up to $1.5m Read More
Axa Athena Indexed UL - Client Profiles Click Here
Lincoln DurationGuarantee UL Fact Sheet Full Story
Axa - Cash Value Plus (CVPlus) Rider Full Article
John Hancock LifeCare Read More
Lincoln DurationGuarantee UL - Webinar 8/18 4PM Eastern Full Article
John Hancock Survivorship Term - The Answer for Asset Rich, Cash Poor Click Here
Axa Long Term Care Services Rider vs Standalone LTCi Click Here
Life Insurance Industry News
Tax Court Finds Taxable Income in Rebating Scheme Click Here
Another Carrier Victory in a Stranger-Owned Life Insurance (STOLI) Case Click Here
Central Intelligence - Premium Rebates are Taxable Income, STOLI Litigation Update Full Article
Sun Life Executive UL GI Term Conversion Program Ends 8/31/2010 Click Here
Sun Life Withdraws No-Lapse Guarantee Products Effective 8/4 Read More
Advanced Markets Radio - New STOLI and STAT Developments Read More
ING - Updated Term Conversion Rules Full Article
ING GDBUL II - We CUT no-lapse UL rates Click Here
AXA Equitable Beats John Hancock Life Insurance Company USA Read More
Sun Life - New AccumULator Product - High Target Premiums, 100% Cash Surrender Value Full Article
144 Years with NO Government Bailout Money Full Story
ING - IUL-Global Crediting Explanation Full Story
Premium Financing is Back! New Special Financing Program for IUL Sales Read More
Sun Life Financial: A History of Financial Strength Full Article
AG - Fast Term Quotes, No Software to Download! Full Story
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