Quick Guides

Senior Health

Final Expense

Traditional Life



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.