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Sales Ideas

  • 1035 Exchanges create funding opportunities for SPIA's - 03.20.2007
  • Can You Predict How Long You are Going to Live? - AIG - March 2007
  • Closely Held Business Sale Using a CRT_Pru_(IFS-A081468 Ed 02/07)
  • ESOPs Provide a Tax Favored Exit Strategy for Business Owners_Pru_(IFS-A071585 Ed 02/07)
  • GRAT as a Split Dollar Rollout Strategy_Pru_(IFS-A030173 Ed 06/06)
  • Life Insurance Policy Review -- Customizable Template
  • Life vs. The Movies - AIG Sales Insight - April, 2007
  • Overlooking Spouses? - AIG - March 2007
  • ROPTerm / Executive Bonus - AIG - April 2007
  • Sales Tips & Best Practices
  • Want to sell more ROPTerm? - AIG - April 2007
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