Advanced Sales

General

• Life Insurance as a Creditor Protection Tool
• Planning Options for IRA's
• Succeeding with Your Jumbo Cases in Today’s Market
• Life Insurance Alternatives to Roth IRA Conversions

Business Planning

• Executive Benefits
  • Executive Benefits Comparisons Chart
• Deferred Compensation
  • Consumer Deferred Compensation Plan Brochure
  • Consumer Deferred Compensation Plan Presentation
• Executive Bonus
  • Consumer Executive Bonus Plan Brochure
  • Consumer Executive Bonus Plan Presentation
• Restricted Bonus Arrangement
  • Consumer REBA Brochure
  • Consumer REBA Presentation
• Split Dollar Agreement
  • Consumer Split Dollar Loan Regime Brochure
  • Consumer Split Dollar with Endorsement Highlights Brochure
• Business owner guide
• Executive Bonus plan overview
• Five Reasons to Sell John Hancock’s Corporate VUL!
• Program flyer 1 - UL Executive Bonus plan
• Program flyer 2 - VUL Executive Bonus plan
• Sales idea 1 - reward and retain with Executive Bonus plans
• Sales idea 2 - reward and retain with a Restricted Executive
• Take Note! Defective grantor trust in business succession
• Take Note! Non Qualified Deferred Compensation

John Hancock's Advisor Briefcase

• Accounting Guide Flyer
• Advisor Brief Cover Letter
• Advisor_briefcase_final
• Because You Asked - Duties of Trustees of Irrevocable Life Insurance Trusts (ILITs)
• Because You Asked - IRS Releases 409A Documentary Correction Guidance
• Because You Asked - What is the Effect of Section 2511 (c) on Transfers to Trusts in 2010
• Case in Point Summaries
• Charitable Planning Client Guide
• Combining Estate Planning Techniques- A Powerful Strategy
• Employer Owned Life Insurance
• Estate Planning Guide
• ILIT's What a Trustee Should Know
• Non-Qualified Benefit Plan Features Brochure
• Restoring Economic Value in Land Conservation
• The Cross Endorsement Buy-Sell Arrangement

Wealth & Estate Planning

• Annuity Max client guide
• Annuity Max client sales idea
• Annuity Max fact finder
• Annuity Max sample case
• Leveraged Credit Shelter Trust client guide
• Leveraged Credit Shelter Trust client sales idea
• Leveraged Credit Shelter Trust fact finder
• Life Insurance and Estate Planning
• Stretch IRA client guide
• Stretch IRA client sale idea
• Stretch IRA fact finder
• Stretch IRA sample case
• Wealth Transfer concept sheet
• Wealth Transfer Planning with Municipal Income

Working with 1040's & CPA's

• 1040 Case Study
• Implementation Checklist - Employer-Owned Life Insurance
• 1040 Overlay Prospecting Letter Older Client
• 1040 Overlay Prospecting Letter Younger Client
• edox
• Letter for Accountants and other Centers of Influence
• Letter to Business Owners That Are Currently Clients
• Prospecting Letter to Business Owners Not Currently Clients
• Letter for Accountants and other Centers of Influence
• PreApproach Letter for Retiress