Estate, Taxes & Retirement Planning


Fact Finders

Name Description
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Authorization to Provide Employee Benefit Information

Use this authorization when working with employee benefits departments

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Client Profile Chart

How to classify business clients, their concerns and objectives, questions to ask and planning strategies. Created by MetLife

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Estate Planning Fact Finder I

Excellent in-depth fact finder. Not carrier specific

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Estate Planning Fact Finder II

Good fact finder. Created by Penn Mutual

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Financial Planning Fact Finder

In-depth fact finder. Includes business planning sections

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Keeping it in the Family

Asking probing questions about your client's family tree can give you a better understanding of their family dynamic and open up sales opportunities. Created by John Ruggiero, MAF Companies Chief Marketing Officer.

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Life Insurance Needs Calculator

Use this easy-to-use calculator

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Red Zone Estimator

How much is needed in the "Retirement Red Zone?" Created by Prudential

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Retirement Planner Calculator

Use this simple and easy-to-use calculator Created by John Ruggiero, MAF Chief Marketing Officer

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Retirement Planning Gap Calculator

Use this indepth calculator. Created by John Ruggiero, MAF Chief Marketing Officer

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Estate Tax Liquidity

This answers the questions, "Why plan for estate tax liquidity?" and "Who is the ideal candidate?" Created by Transamerica.

 

Approach Letters & PhoneScripts

Name Description
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The Benefits of A Business Buy-Sell Agreement

Pre-approach letter created by Penn Mutual

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Business and Estate Planning

Pre-approach letter created by Penn Mutual

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Business Owners and Tax Laws

Pre-appoach letter created by Penn Mutual

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Client Annual Review Letter

Pre-approach letter created by Penn Mutual

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Do You Have All Your Bases Covered?

Pre-approach letter created by Prudential

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Estate Planning...Why Now?

Pre-approach letter

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Got A Minute? I Didn't Think So.

Pre-approach letter created by Penn Mutual

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Retirement Planning

Pre-approach letter created by Penn Mutual

 

Sales & Marketing Materials

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2018 Tax Reform Overview

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AIG: Life Longer. Retire Stronger

Change the way you think about and use life insurance – safeguard your family or business and enjoy more financial control during uncertain economic times. Leverage your life insurance for protection, flexibility and control while LIVING with our living benefit riders that help protect against life’s most formidable risks – dying prematurely, getting seriously ill or living longer than expected.

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AIG: Road Trip to Retirement Video:

Short video on how indexed life insurance can provide tax-free payouts over time.

 

AIG:  Help Ease Retirement Stresses For Your Clients

When your client comes back to you with questions be prepared to explain that life insurance products are an asset. There are also two customizable marketing pieces for your use as well.

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Dynasty Trust

This short video will be an excellent door-opener with consumers, attorneys and accountants. (2.20 seconds) Created by Transamerica.

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Equal Versus Equitable

Read this interesting article from John Ruggiero and Peter Steger regarding estate planning.

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It's Your Estate, Are You In Control?

Your clients don't have to fall into the high net worth category to be concerned about estate planning.  Use this presentation to help identify potential estate planning concerns and invite the conversation....

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Do you have clients taking their RMDs from IRAs?

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IRA Conversion Strategy

The IRA Conversion Strategy is an alternative strategy for clients to transfer wealth by using life insurance. Wealth transfer involves leveraging a life insurance policy to realize an income tax-free solution for the client and their beneficiaries.

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Legacy Planning

This short video will be an excellent door-opender with consumers, attorneys and accountants. Created by Transamerica (1.59 seconds)

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Mulitigenerational Legacy Planning Producer Guide

Read this white paper that helps a producer plan across three generations

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Protective Wealth Transfer Center

Use this interactive site for quoting and sales ideas. You must register to join.

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Special Needs

This short video will be an excellent door-opener with consumers, attorneys and accountants. Created by Transamerica. (1.56 seconds)

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The Goodman Triange

As submitted by Eric J. Cacioppo, Field Marketing Director, this potential life insurance error (between ownership an beneficiary) can occur when estate planning.

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The Perfect Non-Correlated Asset

This article simply reinforces the fact that life insurance is the perfect "non-correlated asset." Reprinted with permission from Advisor Today.

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TOP 10 Post ATRA Sales Opportunities

Good article to read

 

Intergenerational Split Dollar

The purpose of Intergenerational Split Dollar is to transfer large amounts of wealth from the oldest generation to later generations. This is accomplished by reducing the value of the oldest generation’s estate. This strategy is particularly effective when the oldest generation is uninsurable, lacks insurance capacity, or has exhausted all other options available for estate reduction. This strategy can be implemented for clients with or without liquidity. 

For more information on this strategy, please call us at (800) 979-9393.

intergenerational split dollar