Shape effective financial plans with life insurance
Help your clients build a solid financial plan built on solid facts. Our fact finders enable you to gather complete information about a client, to help you analyze their current situation and provide the most effective financial plan.
- AMO Documents – Hundreds of sample documents you can use to assist your client and his/her legal counsel. - AMO Salesmaker – A powerful presentation tool on advanced sales concepts you can use and personalize for your client. - AMO Financial Calculators – Fifty special calculation programs for income needs planning, retirement, Roth conversion, and savings. - e-Pocket Tax Tables – Personal and business tax information, qualified plan limits, estate and gift taxes, and tax exemptions. - Business Insurance Online – A learning resource for those needing assistance in the advanced business planning area