Client Handout: Using an HSA to Pay for Long-Term CareYour clients need a good way to pay for long-term care. One potential solution is to purchase a long-term care insurance policy and pay the premiums from funds saved in their Health Savings Account (HSA). This...
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Buy-Sell Agreements Guide LP
Get Your Buy-Sell Agreements Guide & Client HandoutBuy-sell agreements funded by disability insurance are essential succession planning tools. Download this guide to learn: How disability buy-sell agreements work Three types of agreements to consider Business...
CPT Codes LP
Free Case Study:How CPT Codes Can Impact Physician Disability BenefitsCPT codes are not just for billing. They can also be used to determine benefits for disability insurance claims. This case study illustrates why that matters in disability insurance case design....
IRS Code 162
Download Your Guide:How to Use IRS Code 162 to Provide Executive Benefits for the C-SuiteThe IRS Code 162 executive bonus plan is another tool businesses can use to attract, motivate, reward, and retain key employees. Companies can use tax-deductible dollars to meet...
Social Guide
Download The Insurance Agent’s Guide To Mastering Social MediaIf you’re not active in social media, you’re ignoring a huge potential insurance market. This guide will show you how to leverage the only free advertising tool that can potentially reach 72% of American...
Assets Under Management Guide
Download The Guide to Increasing Assets Under ManagementWritten for financial planning pros, our Assets Under Management (AUM) Guide outlines a win-win strategy for you and your clients. Learn: How to protect the one thing that makes AUM possible The 3 profound ways...
Summer Insurance Campaign
Boost Summertime Sales with This Blue-Sky CampaignWe’re halfway through the year, which means your goals should be more than halfway achieved. Summer is not the time to relax your sales efforts. In fact, it’s a great time to reach out to prospects and clients....
No Is Never The Answer LP
No is Never the AnswerDIS Says YES to High Risk & Medically Impaired Applicants This handout will help you tell previously declined clients “YES” with our simplified issue DI. Ninety-eight percent of applications are approved and issued with no exam, blood work,...
Supersize Life Commissions
Increase Commissions by 2.5XWITH ONE SIMPLE QUESTION.If you could turn every $3,000 life insurance commission into $7,725, would you? Of course! By the time you sold 100 policies, you would have earned $772,500 using the new method, compared to only $300,000 with the...
Inflation Handout LP
Now is a Very Good Time to Buy Disability Insurance - Thanks to The Inflation Effect!Help your clients seize this opportunity!Complete the form to download your inflation handout now Download Here [gravityforms id="2" title="false" description="false" ajax="true"...
