Tool Box Here are some tools to help you position your clients with the proper carrier. Sales Support Life Insurance Pre-Screening Questionnaire Disability Income Pre-Screening Questionnaire InForce Illustration Request What is a Policy Review? The Importance of Policy Reviews Niches With Our Carriers When Do I Get Paid? Calculate Your Life Insurance Needs Business Owner Concerns Business Owner Solutions Retirement Buy-Sell Key Person Coverage Executive Bonus Supplemental Executive Retirement Plan (SERP) Split-Dollar Plan Stay Bonus Strategy Long-Term Care 4 Reasons Why Hybrid LTC Hybrid Napkin Idea Efficient LTC Funding A Conversation About Mom MoneyGuard Knock-Outs for LTC Cash Accumulation 3 Bucket Strategy Cash Value Life Insurance- A Financial Asset Insurance-Based Retirement Planning Tax Diversification Wealth Transfer Secure Act 2019 Disability Income Disability Income Pre-Screening Questionnaire What is Income Protection? Over Head Expense Over Head Expense Worksheet Business Loan Protection Disability Buy-Out Insurance Calculate Your Disability Income Needs Other Useful Resources Resource Center Need another tool that’s not listed? Please call us at 1-800-746-3544.