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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 Best Practices from John Hancock
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
Special Needs Reference Guide to Assist in Field Underwriting -Aimcor
Special Needs Trust Case Study-Aimcor
Special Needs Planning Checklist -Aimcor
Planning for Children with Special Needs-Nationwide
Preparing for a Loved One with Special Needs-Prudential
Insurance Planning for Women-John Hancock
Women’s Consumer Prospecting Campaign-AIG
How to future-proof your advisory business by better serving women
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
Retirement planning challenges for women
❤Insure Your Love-30 Uses for Life Insurance Infographic
❤Insure Your Love – Life Happens
❤Life Happens Pro – Insure Your Love
❤Insure Your Love – Illinois Mutual
Reward Clients for Healthy Living – John Hancock Vitality
Turn Client Challenges into Opportunities – Prudential
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
Charitable Planning-John Hancock
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
Blended Families Planning-John Hancock
Single Parent Planning-John Hancock
Domestic Partners Planning-John Hancock
Life Insurance as a Financial Tool (LIFT) – Securian
2022 Tax Planning Reference Guide-Nationwide
Tax Efficiency in Retirement Planning-Nationwide
Tax Planning for Retirement-John Hancock
Income Tax Deductions-OneAmerica
Take Control of Taxes – Prudential
2022 Easy Reference Tax Guide-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: 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
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
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
- Transamerica Trendsetter LB
- Assurity Term with Critical Illness
- Prudential Term Living Needs Benefit
- Prudential Term Highlighter LNB Rider
- Securian Chronic Illness Agreement Facts
Lincoln Article: Talking About LTC is the Best Way to Prepare
Lincoln MoneyGuard Resource Library
Living Benefits Microsite – Aimcor
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
Campaign: Women, Longevity and LTC-OneAmerica
Simplified Critical Illness Insurance – Assurity
What LTC Costs – Lincoln (code: Lincoln)
Lincoln Advisor Spectrum Brochure
Living Off Your Life Insurance: The Versatile Tool for Retirement – Prudential
The Living Benefits of Life & LTC Insurance – AimcoR
Living Needs Benefits Riders Comparisons – Prudential
Solution That Offers Choices – Nationwide
Using Life Insurance to Pay for LTC – AimcoR
LTC Benefits vs. Chronic Illness Benefits – AIG Whitepaper
The Best Kept Secret Of Life Insurance – Prudential
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?
Estate Planning for Everyone-Prudential
Estate Planning 101-John Hancock
Estate Planning Guide-John Hancock
Estate Planning Client Guide-John Hancock
5 Important Planning Docs-Aimcor
Income Replacement Grid-Aimcor
Use a Trust as an Estate Planning Tool – Aimcor
Estate Planning Check List – Aimcor
What You Should Know About Trusts-Protective
How Life Insurance and Trusts Work Together-Prudential
Revocable vs. Irrevocable Trusts – Aimcor
Sequencing Strategies – Nationwide
Retirement Planning Infographic-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
Planning for Retirement: The Impact of Divorce
The Great Retirement Gap – Video
Financial Planning Worksheets-Nationwide
Tips to Prepare for Retirement – Lincoln
Explore Generation Station-AIG
Introduction to Legacy Strategies – Prudential
Consumer: Passing On Wealth (web) – Prudential
Consumer: Passing On Wealth (pdf) – Prudential
Agent: Legacy Advantage – Prudential
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 Trends/Opportunities – JH Podcast
12 Life Insurance Mistakes to Avoid-Prudential
Uncover Life Insurance Opportunities-Prudential
30 Uses for Life Insurance Infographic
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
Calculator Tool-AIG (Registration required)
Split Annuities – American Equity
6 Myths About Annuities – North American
Avoid the Social Security Tax Trap – Aimcor
What Do You Do When the Market Drops? -AIG
Understanding Annuities – PowerPoint Presentation (agent to consumer)
A Tax-deferred Investment for Future Income – OneAmerica
Annuity Marketing Zone – North American
Video-Annuity Care Producer Training-OneAmerica
Disability Facts that May Surprise You-MassMutual
Help Businesses Provide DI-Principal
Protection for Business Owners-Principal
Opportunities in Today’s Market – Assurity
Disability Insurance for Business – Principal
OneProtection DI Demo (watch replay passcode: 7!W9MiY^)
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
Tools to Help You Sell CI – Assurity
Living Benefits Compared – Nationwide
Critical Illness Coverage When Needed Most – John Hancock
Critical Illness Benefit Rider – John Hancock
Why Critical Illness? – Assurity
5 Reasons to Sell Critical Illness – Assurity
How Much CI Do I Need? Flyer – Assurity
Opportunities in Critical Illness Market – Assurity Video
Critical Illness Opportunities in the Market – Assurity
