ADVISOR RESOURCES
Your source for Sales & Marketing solutions
Scroll down. Click + to reveal resources. Most links are compatible with smart phones and mobile tablets
- Watch: How to Set Up a Free Zoom Account
- Watch: How to Set Up a Free WebEx Account
- Watch: How to Join a Zoom Meeting
- Watch: Working Virtually With Clients for the NON-Tech Savvy Advisor
- Life Happens Virtual Success Toolkit
- Running a Virtual Office – AIG
- Tips for Remote Working – Assurity
- Simple Tricks to Get That Studio-Quality Look-PacLife
- Policy Review Kit – Securian
- Family Meeting Time – Securian
- Advantages of Policy Review – Prudential
- Beneficiary and Policy Review – AIG
- Time for a Check-Up? – PacLife
- Life Insurance Check Up-PacLife
- Personal Needs Analysis (Personalize it!)
- Business Needs Analysis (Personalize it!)
- Policy Review Microsite – AimcoR (everything you need in one place)
- Policy Review Concept Kit – Prudential
- Beneficiary Review Toolkit – Prudential
- Policy Review Client Profiler – Prudential
- Selling to Existing Clients – Prudential
-
- TransMatch Program – Transamerica
- Bring LIFE to the Conversation-Lincoln
- Term Life for Family – Assurity
- Preferred Classification for Life Ins = up to $100k Critical Illness Coverage
- Identify Opportunities: 1040 Overlay from Lincoln
- (Amazon Prime) Vitality Program Overview
- 5 Reasons Why Health and Wealth Have an Impact
- Healthy Living – Underwriting Credits
- Healthy Living – Wellness for Life Case Study
- Life is for Living Video – Life Happens
- Ask One More Question – Infographic
- PRECalc Analysis Worksheet with Auths – AimcoR
- Take the Opportunity, Take Two (applications)
- Comprehensive Life Insurance Analysis
- Calculate Income Protection (Disability Insurance)
- Calculate Critical Illness (offset high health insurance deductibles)
- Years You Have Left to Live, Probably
- Principal’s Business Planning Services Fact Finder
- Increase Your Income with Banner’s Up Sell Program: Get More
- Connect with Your Clients and Generate Sales – Generational Matters by AIG
- Social Media from Lincoln
- Social Media from OneAmerica
- Social Media from AIG
- Social Media Best Practices from John Hancock
- Social Media from Banner
- Life Insurance Through the Ages
- Strategies to optimize your life insurance prospecting process
- Coffee Talk: Use Social Media to Promote New Clients
- 5 Ways to Increase Thought Leadership and Build Trust
- How to Become a Thought Leader In Your Industry
- Lead Your Community with Trustworthy Content
- What is Thought Leadership? And When You Should use it?
- How to Network and Find New Clients
- Tools to Unlock Your Potential
- What Have You Been Missing in Your Client Meetings?
- Sample Letter: Request Referrals from Your Clients
- 10 Ways to have a better conversation
- How social media is transforming insurance company practices
- How and why to talk about life insurance
- Working with generations – Quick reference guide
- Why life insurance agents need a strong social media presence
- NEW: Advanced Markets – Lincoln
- Maximize the Impact of Charitable Giving – Securian
- Uncover Opportunities – Prudential (Charitable Giving)
- Charitable Planning Fact Finder-John Hancock
- Gifting with Life Insurance – John Hancock
- Financial Fitness – John Hancock
- Premium Financing: The Conversation Starter (Video) – Lincoln
- Wealth and Health – AimcoR
- Special Needs Reference Guide to Assist in Field Underwriting -Aimcor
- Special Needs Planning Checklist -Aimcor
- Planning for Children with Special Needs-Nationwide
- Preparing for a Loved One with Special Needs-Prudential
- Special Needs-Key Questions and Checklist Flyer-Securian
- Prudential Variable Life Insurance
- Insurance Planning for Women-John Hancock
- Women and Retirement
- Be There for Her
- Women’s Consumer Prospecting Campaign-AIG
- How to future-proof your advisory business by better serving women
- Women and LTC-OneAmerica
- For Women-Prudential
- Prudential: Financial Experience and Behavior Among Women
- Retirement Solutions for Women-Prudential
- Women in Two-Income Households-Prudential
- The Impact of Divorce-Prudential
- Transamerica: 7 reasons women may need life insurance
- Meeting the planning needs of your female clients
- 4 Types of Female Investors
- Retirement planning challenges for women
- Securian: How to prioritize savings and investing goals
- 5 tips for thriving in a male-dominated industry
- 7702 Background – Lincoln
- 7702 New Business Update – Prudential
- Section 7702 Video
- Section 7702 Consolidated Appropriations Act (CAA) 2021 – John Hancock
- Section 7702 Consolidated Appropriations Act (CAA) 2021 – Principal
- Section 7702 CAA 2021 – Prudential
- Section 7702 CAA 2021
– AIMCOIR - Section 7702
CAA 2021
– North American
- Don’t Stop Selling! (a message from MVP)
- Navigating Business Now and the Months Ahead – Principal
- How to Get Back to Work in 3 Stages – Principal
- AIG Updates
- Banner Life Updates
- ExamOne Updates
- John Hancock Updates
- Lincoln Updates
- Mass Mutual Updates
- Nationwide Updates
- OneAmerica Updates
- Pacific Life Updates
- Principal Life Updates
- Protective Updates
- Prudential Updates
- Securian/Minnesota Life Updates
- Transamerica Updates
- Insure Your Love- 30 Uses for Life Insurance Infographic
- Insure Your Love – Life Happens
- Life Happens Pro – Insure Your Love
- Insure Your Love – Banner
- Insure Your Love – Illinois Mutual
- Reward Clients for Healthy Living – John Hancock Vitality
- Turn Client Challenges into Opportunities – Prudential
- Assurity Product Quoter
- Generational Marketing Station – AIG
- Critical Illness Insurance – Assurity
- Nationwide Webinars for Financial Advisors (includes replays)
- Pacific Life Marketing Tool Kit
- American General/AIG Generation Matters: Marketing to Boomers, Gen X and Millennials
- All the Tools You Need to Sell What Matters – Protective
- Banner’s Marketing Library (term rates, underwriting, etc.)
- The Living Benefits of Life & LTC Insurance – AimcoR
- Accidental Death Insurance Customer Marketing Campaign – Banner
- Genworth LTC Microsite
- Prudential: Life Insurance that Fits Your LIfe Website
- Charitable Planning-John Hancock
- Financial Worksheets – AIG
- Estate Planning (Short Form)-John Hancock
- Estate Planning (Long Form)-John Hancock
- Quick questionnaire for LTC/CI – Securian
- Protect Basic Monthly Expenses – Illinois Mutual
- Health Care/LTC Cost Assessment Fact Finder-Nationwide
- Basic Needs Analysis-John Hancock
- Build Trust by Asking the Right Questions-Aimcor
- Special Needs Beneficiary Planning-John Hancock
- Special Needs Estate Planning Questionnaire-Securian
- Social Security Fact Finder-Nationwide
- Life Insurance in Retirement-John Hancock
- Social Security Maximization-John Hancock
- Spousal Access Trust-John Hancock
- Grantor Trust-John Hancock
- Dynasty Trust-John Hancock
- Blended Families Planning-John Hancock
- Single Parent Planning-John Hancock
- Domestic Partners Planning-John Hancock
- Private Financing-John Hancock
- Key Person for Business-John Hancock
- Life Insurance as a Financial Tool (LIFT) – Securian
- 2022 Tax Planning Reference Guide-Nationwide
- Tax Efficiency in Retirement Planning-Nationwide
- 2022 Tax Guide – John Hancock
- Tax Planning for Retirement-John Hancock
- Income Tax Deductions-OneAmerica
- 2022 LTC Tax Guide-OneAmerica
- Tax Benefits – Prudential
- Take Control of Taxes – Prudential
- 2022 Easy Reference Tax Guide-Prudential
- Tax Challenge Tool-Prudential
- 2021 Easy Reference Tax Guide-Prudential
- 2021 Fingertip Tax Guide-John Hancock
- Agent Presentation: A 1040 Roadmap – Prudential
- Client Flyer: Your 1040 Tool – Prudential
- SPIAs Provide Tax Solution in Retirement-Mutual of Omaha
- LTC Tax Advantages for Business Owners
- NEW: Disability Insurance for Business – Principal
- NEW: Business Needs Assessment Tool – Principal
- NEW: Business Trends & Updates – Principal
- NEW: Moving Every Business Forward – Principal
- NEW: Moving Every Business Forward – Principal
- NEW: Business Valuation Calculator – John Hancock
- Small Business eBook- Prudential
- Business Solutions Resource Center – AIMCOR
- Preparing a Business to Continue – AIMCOR
- Buy-Sell Questionnaire – AIMCOR
- Use Life Insurance to Fund Buy-Sell – AIMCOR
- Guaranteed Issue Term for Businesses – Principal
- For Your Business Owner Clients – Securian
- Retaining top employees and attracting new ones-John Hancock
- Business Analyzer-John Hancock
- Business Solutions Overview – Principal
- Family Business Planning – Principal
- Business Valuation/Buy-Sell Review – Principal
- How Prepared are Your Clients to Exit their Business? – Principal
- Principal’s Business Planning Services Request & Fact Finder
- ESOPs Planning – Principal
- Taking small business benefit offerings to the next level – John Hancock
- How much does employee turnover really cost? – John Hancock
- Retaining top employees; attracting new ones – John Hancock
- Using a 162 Executive Bonus Plan for key employee-John Hancock
- Business Planning Strategies white paper – Lincoln
- Executive benefit planning tool – Lincoln
- Reward Top Talent-Video from Lincoln
- Business Insurance Microsite – Aimcor
- Retirement Myths Business Owners Believe – Prudential
- Buy-Sell Agreement and Life Insurance Concept from Prudential
- Business Insurance Opportunities eKit-AimcoR
- A New Way to Think About Retirement – OneAmerica
- OneAmerica Marketing Materials
- Asset-Based LTC Solutions – One America
- The 2021 Long-Term Care Tax Guide-OneAmerica
-
Asset-Care IV Features vs. Standalone LTC Insurance-OneAmerica Brainshark
-
Asset-Care IV vs. Other Asset-Based LTC-OneAmerica Brainshark
- Living Benefits for Term
- Lincoln Article: Talking About LTC is the Best Way to Prepare
- Lincoln MoneyGuard Resource Library
- Securian LTC Website
- Living Benefits Microsite – Aimcor
- LTC Marketing Plan – Securian
- Nationwide’s Long-term Care Basics Site
- LTC/Living Benefits – Where does your client fit? -AIMCOR
- LTC/Chronic Illness Guide – AIMCOR
- Cost of Care Calculator-Nationwide
- Benefits Outside the United States-Securian
- The Financial Impact of Giving or Receiving Care – Prudential
- LTC Planning Options Comparison Chart-MVP (includes tax code/licensing)
- Cost of Care from Genworth LTC
- LTC vs. CI Riders – Nationwide
- Top Reasons to Consider a LTC Rider – Nationwide
- Plan for LTC in Retirement – Nationwide
- Because You Asked: Long-Term Care Riders-John Hancock
- Critical Outlook – Assurity
- Campaign: Women, Longevity and LTC-OneAmerica
- Simplified Critical Illness Insurance – Assurity
- What LTC Costs – Lincoln (code: Lincoln)
- Lincoln MoneyGuard Playbook
- Lincoln Advisor Spectrum Brochure
- Living Off Your Life Insurance: The Versatile Tool for Retirement – Prudential
- The Living Benefits of Life & LTC Insurance – AimcoR
- The Hybrid Prospect Worksheet
- Living Needs Benefits Riders Comparisons – Prudential
- Solution That Offers Choices – Nationwide
- Using Life Insurance to Pay for LTC – AimcoR
- LTC vs. CI – MVP Video
- LTC Benefits vs. Chronic Illness Benefits – AIG Whitepaper
- The Best Kept Secret Of Life Insurance – Prudential
- LTC Awareness – One America
- LTC Insurance 101 – Life Happens
- OneAmerica Care Solutions Calculator
- OneAmerica’s Virtual Care Solutions University
- Myth or Fact? – OneAmerica Brainshark
- Renting vs Owning: Asset Care IV-One America Brainshark
- Indexed Annuity Care Sales Idea: Option A or B-One America Brainshark
- Quoting & Illustration Tools from Genworth eSuite
- Which long-term care insurance policy effective date is right for them?
- Mutual of Omaha LTC Information Site
- Sequencing Strategies – Nationwide
- Retirement Planning Infographic-Prudential
- Offer a solution-Prudential
- Analyze their needs-Prudential
- Start the conversation-Prudential
- Traditional vs Roth IRA’s Fact Sheet
- Nationwide’s Retirement Institute
- Financial Quiz with your clients for retirement
- When Dementia Steals Your Clients’ Savings
- Protection and Cash Value Life Insurance For the Unexpected
- Help Protect Your Clients’ Assets
- Wealth and Health – AimcoR
- Planning for Retirement: The Impact of Divorce
- The Great Retirement Gap – Video
- Financial Planning Worksheets-Nationwide
- Calculate Social Security
- Tax Diversification – AimcoR
- Tips to Prepare for Retirement – Lincoln
- Explore Generation Station-AIG
- Retirement: A Generational Perspective – Prudential
- AIG: Retire Stronger
- AIG: Life to the Max
- An Unexpected Approach to Retirement Planning – Prudential
- Introduction to Legacy Strategies – Prudential
- Consumer: Passing On Wealth (web) – Prudential
- Consumer: Passing On Wealth (pdf) – Prudential
- Agent: Legacy Advantage – Prudential
- Generation Skipping – Lincoln
- Securing Your Legacy – John Hancock
- Case Study: Securing a Legacy – John Hancock
- Live for Today-Plan for Tomorrow-John Hancock
- A Blended Family Legacy – Protective
- A Single Parent Legacy – Protective
- The Importance of Estate Planning
- Life Happens-Official LIAM Sponsor
- Social Media Kit – Assurity Life
- LIAM Digest – Aimcor
- LIAM – AIG
- LIAM Tool Kit – Securian
- The Buying Journey – Securian
- LIAM Trends/Opportunities – JH Podcast
- LIAM – Prudential
- LIAM from Banner Life
- 12 Life Insurance Mistakes to Avoid-Prudential
- Uncover Life Insurance Opportunities-Prudential
- The LIAM Digest – Aimcor
- 30 Uses for Life Insurance Infographic
- Mortgage Protection – Assurity Life
- Discover the Opportunity – Prudential
- Term and Permanent-Prudential
- Term and Permanent-Protective
- Permanent Life Insurance – Prudential
- Rethink How You Pay for College – Securian
- Another Way to Fund College – Securian
- Show your clients the power of permanent life insurance-John Hancock
- Fact Finders
- Power Up with IUL-AIG
- Cash Accumulation Microsite – AimcoR
- Wealth and Health – AimcoR
- The Living Benefits of Life & LTC Insurance – AimcoR
- NEW: FIAs Enhance Returns and Reduce Costs – AIG
- NEW: Add an FIA for a Brighter Future – AIG
- Learn About GRATs – John Hancock
- Implementing a GRAT – John Hancock
- Annuity Playbook-AIG
- Calculator Tool-AIG (Registration required)
- Retirement Solution from AIG
- Split Annuities – American Equity
- 6 Myths About Annuities – North American
- Avoid the Social Security Tax Trap – Aimcor
- Delay Social Security – F&G
- What Do You Do When the Market Drops? -AIG
- Understanding Annuities – PowerPoint Presentation (agent to consumer)
- Principal Annuities
- Lincoln Annuities
- Lincoln AMO Retirement Annuities
- AIG Annuities
- A Tax-deferred Investment for Future Income – OneAmerica
- Annuity Marketing Zone – North American
- Video-Annuity Care Producer Training-OneAmerica
- Annuity Care Campaign-OneAmerica
- Prepare for LTC Expenses with Annuities
- One America Annuity Care Sales Idea Sheet
- One America Base Annuity Knock-out Questions
- The Difference Between Annuities and CDs
- North American FIA myth debunked
- Disability Facts that May Surprise You-MassMutual
- DIAM – Principal
- DIAM – Illinois Mutual
- DIAM – Life Happens
- DI Marketing HUB-MassMutual
- ROP for DI – Illinois Mutual
- Help Businesses Provide DI-Principal
- Protection for Business Owners-Principal
- DI Marketing HUB-MassMutual
- Opportunities in Today’s Market – Assurity
- Disability Insurance for Business – Principal
- OneProtection DI Demo (watch replay passcode:
7!W9MiY^) - Social Media Posts – Assurity
- Case Study: Protecting Your Clients Income – Aimcor
- Consumer Friendly Materials – Assurity
- Disability Income Protection – Principal
- DI Policy Highlights for Clients-Principal
- Business Owner Brochure for Client-Principal
- Simplified DI Underwriting Program for Agent-Principal
- Disability Insurance – Mutual of Omaha
- Disability Products from Mutual of Omaha
- Do You Have the M.U.G. Plan? – Illinois Mutual
- A Paycheck is Your Most Valuable Asset – Illinois Mutual
- Selling DI Just Got Easier – Illinois Mutual
- Long Term Care Awareness 2021
- The Importance of Estate Planning
- Business Planning Ideas and Concepts
- Know Your Business
- The Future of Underwriting
- Women’s History Month
- New Opportunities for Life Insurance
- Protect Their Financial Future
- Pink Edition and Accumulation Planning
- Solutions for Retaining Key Executives
- Business Planning Concepts and Ideas
- Special Edition: Try New Ways
- COVID-19 Insight
- Special Needs Planning
- Financial Planning with Female Clients
- New Regulations
- Men’s Health
- Breast Cancer Awareness