Estate Planning
- Estate Planning Guide – John Hancock
- Estate Planning Fact Finder – John Hancock
- Irrevocable Life Insurance Trusts – Transamerica
- 2013 Legislative Update – Principal
- ATRA 2012 Opporutnities Impacts – Principal
- Estimated Estate Tax Exposure – Principal
Executive Benefits
- Executive Bonus Plans Employer Guide – John Hancock
- Video and Marketing Materials – North American
- Executive Bonus Overview – MetLife
- Non-Qualified Benefit Brochure – John Hancock
Buy-Sell Agreements
- Buy-Sell Arrangements – John Hancock
- Sales Starter – MetLife
- Buy-Sell Overview – ING
Special Needs
- Special Needs Legacy Planning Resource – Transamerica
- Special Needs Planning – ING
- Special Needs Trust – ING
Split Dollar
- Split Dollar Client Guide – John Hancock
- Endorsement Split Dollar – John Hancock
Charitable Giving
- Planning Guide – John Hancock
- Sales Strategy – John Hancock
- Charitable Legacy – Transamerica
Key Person
- Video and Marketing Materials – North American
- Success Strategy Key Person – John Hancock
- MetLife BOSS Key Person