Resources

Provide clients of any generation and at any life stage with the right solutions, at the right time in the right way.

Sales Tools

Useful tools in selling the right solution at the right time in the right way.

IUL sales tool: Life To The Max

Term quoting tool: Rapid Rater

Sales Concepts

Useful concepts and information that can be tailored for specific life stages.

Calculators

A variety of worksheets and online calculators to help in your client's planning process.

Retirement Planning

Caring for Family

Managing Assets

Small Business Owner

  • Financial Ratios
    Compare several business factors, such as solvency, liquidity, operational efficiency and profitability

Checklists

Multitude of checklists that help clients plan for major milestones

Product Information

Multiple product resources available to meet your client's needs

Cash Value Accumulation IUL

Death Benefit Protection IUL

Guaranteed Universal Life

Talkin' About the Generations