Tool Box

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

Tools / Information

• John Hancock’s Advanced Market Estate Tax Calculator

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
• Life Insurance Consumer Marketing

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Need another tool that’s not listed? Please call us at 1-800-746-3544.