Creekmore Insurance Group, Inc
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Marketing, Product Information, and Sales Resources

Resources for Agents, Brokers, and Financial Advisors

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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

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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