Carrier Microsites & Tools

Most Popular Advanced Planning Tools

Below is a list of our top carrier microsites and resources available to you from The ASA Group. If you are looking for a specific resource, contact the sales team to find the topic or information you are looking for quickly.

Estate Tax Calculator

Demonstrate the impact of estate taxes with a short presentation customized for your clients to see what their future estate tax problems may look like.

Business Valuation Calculator

A useful tool to help determine the approximate value of a client’s business with very little information needed to get the conversation started.

Bonus for S Corp Owners

Bonus – S Owner is a plan designed to meet the needs of S corporation owners who want to ensure they have enough income for retirement. 

Retirement Planning Calculator

A tool that can easily show your clients their potential retirement income shortfall. You’ll be able to calculate how much they need to increase their savings. Demonstrate the impact of retirement planning with a short presentation customized for your client.

COLI & BOLI Resources

Our products can help you provide business clients with solutions to fund their long-term executive benefit programs through corporate-owned life insurance (COLI), bank-owned life insurance (BOLI), and insurance-company-owned life insurance (ICOLI).

Buy-Sell Review & Valuation

Uncovering business owner needs and starting the planning conversation is easy when you use Principal’s complimentary business planning services. The reports serve as a great door-opener that can lead to life and disability insurance sales and help business owners.

Regulator Updates/Info

Regulatory changes can impact the way you do business and serve your clients. How do you stay on top of it all? Welcome to the Regulatory Roundup, your source for timely, comprehensive, and simplified regulatory updates.

Life Insurance Needs Analysis

Life insurance is an important component of any financial plan. This quick and easy needs analysis interactive tool will help you and your client decide how much life insurance coverage is needed to help secure their financial future.

Social Security Planning

Future retirees are worried about the solvency of Social Security. Create custom, client-ready reports that include optimal filing strategies. Help your clients get a sense of how their Social Security Income will impact their retirement.

Cost of Care Report

The cost of that care varies based on care setting, geographic location of care, and level of care required, among other things. Using the Cost of Care Survey tool, you can calculate the cost of long-term care across the U.S. 

Campaign in a Box

Campaign in a Box is a virtual marketing assistant to help you prospect for clients. Copy, paste and deploy individual promotions, leverage entire campaigns that are already built, or build your own program with these promotions.

Generational Selling

Stay on track by carefully choosing the most effective communication style for your client. Generation and stage of life are very important when creating client recommendations. Learn what to sell and how to sell it!

All Carrier Microsites and Advanced Planning Tools

For more information about our connected carrier microsites and advanced planning resources or help to access them contact: