Insurance Concepts

Wealth Transfer

• Prudential Effective Strategies for Wealth Transfer

An Alternative Asset

• Life Insurance as an Asset and Risk Management Tool

Estate

• John Hancock Estate Planning – Client Guide
• Lincoln Estate Planning Guide
• Prudential Spousal Lifetime Access Trust Strategy

Charity

• John Hancock Charitable Planning with Life Insurance

Legacy Maximization Strategies

• Protective IRA Wealth Transfer Strategies
• JH Municipal Bond_Maximization
• John Hancock Annuity Maximization Success Strategy

General                                                                                                

• AIG Planning to Live to Age 100

Blended Families

• JH Blended Family Success Strategy
• Protective Blended Family

Single Parent

• JH Single Parent Success Strategy
• Protective Single Parents

Domestic Partnerships

• JH Planning for Domestic Partners 

Special Needs

• JH Special Needs Client Guide
• AIG Special Needs Dependent Added Security

Estate Equalization

• JH Estate Equalization Success Strategy

Key Person Insurance

• JH Key Person Insurance
• Protective Key Person
• Lincoln Retaining and Rewarding Key Employees

Succession Planning

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

Executive Benefits

• Principal KeyEmployee Retention and Retirement Options for S Corps and LLCs
• Principal Employer Summary Supplemental Executive Retirement Plan 

One-way Buy-Sell

• JH One-way Buy-Sell Success Strategy
• Protective One-Way Buy-Sell

Disability Insurance

• Principal Protecting Income

Supplemental Tax Free Distributions

• Equitable Roth IRA Alternative
• JH LIRP Success Strategy

Tax Diversification

• Equitable Managing Tax Bracket
• Equitable Private Reserve brochure
• Principal Tax Diversification in Retirement
• Tax Efficient Client Brochure

Bridge to Social Security

• JH Social Security Boost Client Snapshot

Long Term Care

• The Cost of Long-Term Care
• AIG Illness Statistics

Long Term Riders

• AIG Accessing Your Death Benefit While Living
• Prudential Chronic Illness: Freedom, Choice, & Control