279 files
Video
Recording - Tax Bucket Sales Idea
This “tax bucket” sales idea will help provide a visual presentation to a client on the value that cash value life insurance can provide. A heavy focus will fall on the tax attributes of different types of retirement assets and how cash value life insurance can help complement the income your clients receive from those traditional retirement assets.
Video
Recording- Premium Finance 101
Learn how a premium financing strategy may allow high net worth individuals retain assets
and preserve cash flow to overcome this challenge
Guide to Understanding Commission Statements
Piece Number: TL2402 (07-20)
File Name: TL2402_07-20_CommissionStatement_flyer.pdf
Brochure
Guide to Understanding Commission Statements
Foreign National Program Highlights
Piece Number: TL2071
File Name: TL2071_07-20_ForeignNationalsHighlights.pdf
Flyer
Foreign National Program Highlights
rates
Piece Number: FB1033
File Name: FB1033_07-20_Cap_Tables_and_FAQ_for_Web_v2.pdf
Flyer
Inforce Illustrated Rates
Tax-Ready Retirement: Bucket Worksheet
Piece Number: TL2397
File Name: TL2397_07-30_YourBucketsWorksheet_9-20.pdf
Brochure
Tax-Ready Retirement: Bucket Worksheet
cover letter
Piece Number: TL2381
File Name: TL2381_06-20_AIP_Cover_Letter_fillable.pdf
Flyer
Additional Insurance Cover Letter
Foreign National Electronic Applications
Piece Number: AM2191
File Name: AM2191_06-20_e-App_User_Guideindd_hyperlinked.pdf
Brochure
Foreign National Electronic Applications
Stability and Certainty with IUL
Piece Number: IUL2229
File Name: IUL2229_06-20_Best_IUL_Commercial_SS.pdf
Flyer
Stability and Certainty with IUL
Foreign national cover
Piece Number: AM2133
File Name: AM2133_FN_NB_SubmissionChecklist_FINAL2.pdf
Flyer
Foreign National New Business Checklist
Using the Additional Insured Rider in a Business Context Thumbnail
Piece Number: IUL2180
File Name: IUL2180_05-20_STOP_SolvingOwnersProblems_LBEandrider_flyers.pdf
Flyer
Using the Additional Insured Rider in a Business Context
Complement Your Retirement Assets
Piece Number: TL2224
File Name: TL2224_12-19_Tax%20Bucket%20Piece_FINAL_SecureActEdit_FINAL.pdf
Flyer
Complement Your Retirement Assets
Key Insights on the IUL Market Thumbnail
Piece Number: IUL2122
File Name: IUL2112_05-20_Key_Insights_on_the_IUL_Market_final.pdf
Flyer
Key Insights on the IUL Market
premium finance
Piece Number: AM2120
File Name: AM2120_05-20_Insights_PremFinanceCaseStudy_flyer.pdf
Flyer
Global Accumulator Premium Finance Case Study
Buy Up Flyer
Piece Number: IUL2192
File Name: IUL2192_05-20_GlobalAccumulatorBuy-Ups_Flyer.pdf
Flyer
Global Accumulator SMART Buy-Up Flyer
Sales idea SMART
Piece Number: IUL2222
File Name: IUL2222_5-20_SmartPlanningForTheFuture.pdf
Flyer
Sales Idea: A SMART, Flexible approach to planning for the future
Control Your Destiny
Piece Number: IUL2065
File Name: IUL2065_05-20_SIS_ControlYourDestiny_flyer.pdf
Flyer
Sales Idea: Control your Destiny - 2017 CSO
SOS Accumulator
Piece Number: IUL2218
File Name: IUL2218_05-20_SpotlightOn_smartapproach.pdf
Flyer
Spotlight on Sales: Global Accumulator offers a SMART approach to accumulation