Insurance Concepts

General                                                                                                

• Prudential- Protecting What Matters Most
• Corebridge- Planning to Live to 100 
• Protective- Life Insurance Check-Up 
• Corebridge- Build Your Life Insurance on Your Terms 
• Prudential- Balancing Term and Permanent Insurance within a Budget

Blended Families

• Protective- Using Life Insurance for Blended Families

Single Parent

• John Hancock- Single Parent Success Strategy

Domestic Partnerships

• John Hancock- Planning for Domestic Partners 

Special Needs Planning

• Prudential- Preparing for the Future of Your Loved One with Special Needs
• Nationwide- Special Needs Financial Planning
• Nationwide- Special Needs Trust Planning

• Mass Mutual- Disability Facts that May Surprise You
• Principal- Protecting Income
• Principal- Long Term Disability Brochure

Wealth Transfer

General

• Lincoln- Protect and Grow Your Business

Key Person Insurance

• John Hancock- Key Person Insurance
• Prudential- Key Person & Split-Dollar Arrangement
• Protective- Key Person
• Lincoln- Retaining and Rewarding Key Employees

Succession Planning

• Principal- Buy-Sell Guide
• Principal- Buy-Sell Insurance Best Practices
• Principal- Buy-Sell Succession Planning
• Pacific Life- Business Continuation

Executive Benefits

• Prudential- Executive Compensation Plan Options
• Principal- Key Employee Retention and Retirement Options for S Corps and LLCs
• Principal- Employer Summary Supplemental Executive Retirement Plan 

• Principal- S-Corp Owner Retirement Bonus
• PruLife- Private Placement VUL Consumer Brochure

• Principal- Deferred Compensation- Helping Your Company Stand Out
• Equitable- Non Qualified Deferred Compensation Planning

One-Way Buy-Sell

• John Hancock- One-Way Buy-Sell Success Strategy
• Protective- One-Way Buy-Sell

• Principal- Long Term Disability Infographic
• Mass Mutual Life- What-about-Earnings Business Owners
• Mass Mutual-  What Would Happen if I Suddenly Had to Stop Working
• Principal- Long-Term Disability Brochure

Supplemental Tax Free Distributions

• Symetra- Creating a Supplemental Future Income Stream with Life Insurance 
• Equitable- Cash Value Life Insurance- How to Plan for Tax Efficient Retirement Income 
• Equitable- Roth IRA Alternative

Tax Diversification

• Equitable- Managing Your Tax Brackets $125k Annual Retirement Income 
• Equitable- Managing Your Tax Brackets $400k Annual Retirement Income 
• Equitable- Take Control of Your Taxes Setting an Asset Location Strategy 
• Equitable- Embracing Distribution Planning with a Tax-Free Strategy Thought Leadership Paper
• Equitable- Asset Characteristics Tax Facts 

Private Placement Policies

• PruLife- Private Placement VUL Consumer Brochure

Long Term Care

• Nationwide- The Cost of Long-Term Care Costs

Long Term Care Riders

• Corebridge- Access Your Death Benefits While Living
• Corebridge- Access Your Death Benefits While Living in California
• Prudential- Chronic Illness Freedom, Choice, & Control