Category: Advanced Sales Library

Life Insurance

Personal uses for life insurance, charitable planning, divorce planning, meeting your financial objectives, life settlements, LTC & CI riders, retirement planning, special needs, trust & estate, business owner solutions, business insurance, family business, 101(j), buy-sell, succession planning, deferred compensation; key-person, executive bonus, split dollar.

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Claims and Planning

ABA: Arkansas Handbook for Personal Representatives, ABA: Arkansas Senior Citizens’ & Caregivers Handbook, assessment of older adults with diminished capacity, client planning organizer, duties and responsibilities of trustees, When a Loved One Dies

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Tax & Legal

  2017 Retirement Planning Guide Quick Reference: 2017 Tax Table Tax Proposals of President-Elect Donald J. Trump ASA 101J Advisor Kit Business Continuation: A Brief Comparison of Business Entities Federal Estate Tax Calculations John Hancock State by State Guide to Taxes & Creditor Protection John Hancock: Valuation of Life Insurance Policies Non-Citizen Resident Tax Control Triangle General Explanations of the Administrations Fiscal Year 2017 Revenue Proposals Helpful Videos AIG Presents: Tax Diversification of Retirement Assets Mutual of Omaha Presents: Taxation of Life Insurance Mutual of Omaha Presents: Structuring of Life...

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