Resources for
Financial Professionals
Important notice:Â Resources for educational purposes only.
Do not share these materials with clients.
Premium Financing
PRODUCER GUIDE
Your complete resource on premium financing
CLIENT PORTRAIT​
Learn where your best prospecting leads are
Legacy Planning
Producer Guide -
Dynasty Trust
A comprehensive guide on the Dynasty Trust strategy – this brochure contains valuable information to help expand your knowledge.
Producer Guide -
Intergenerational Split Dollar
A comprehensive guide on Intergenerational Split Dollar (IGSD) plans, this brochure contains valuable information to help expand your knowledge about this concept.
Client Portrait -
Estate Planning
Learn which of your clients are good candidates for estate planning and estate tax planning.
Client Portrait -
Dynasty trust
Identify clients that are good prospects and would benefit the most from a Dynasty Trust.
Client Portrait -
IGSD Plan
Identify clients that are good prospects for an Intergenerational Split Dollar plan.
Business Planning
Client Portrait
Get a jump on prospecting with this handy one-pager.
Producer Guide
Your complete resource on business continuation plans.
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