Quick Guides
Senior Health
Final Expense
Traditional Life
Annuities
LTC/STC/DI/CI
2022 Taxation and Retirement Guide
Tax Brackets, Deductions, Income Ranges for IRA Contributions, this is a guide you are going to want to have nearby when working with your clients.
Financial Inventory - Confidential Needs Analysis
Gathering accurate financial inventory is key, use this helpful tool during the fact finding process to document your clients insurance and financial position.
FIA Brochure
Personalized easy to understand client brochure covering the 7 benefits of fixed indexed annuities, a great leave behind when introducing annuities to your clients.