Are any of your clients business owners?

Customizable Emails

Book Market Samples (Business)

101j

• EOLI

Buy-Sell Agreements

• Business Planning using Life Insurance (PowerPoint)

• Unilateral Buy-Sell
• Retirement Buy-Sell
• Buy-Sell Agreements: The Basics 

Key Person:

• Key Person Planning Strategy
• Supplemental Executive Retirement Plan (SERP)
• Stay Bonus Strategy
• Executive Bonus Plus
• Business Owner Prospecting Letter 1
• Business Owner Prospecting Letter 2
• Business Owner Prospecting Letter 3
• Business Owner Prospecting Letter 4
• Business Solutions Script

Worksite:

• Split Dollar Plan