Products and Marketing Suites
Some of the insurance carries we work closely with offer dynamic links to marketing collateral, information and printable materials all at one convenient place.
Take a moment to view this link where you can find everything you need to know about:
- 2010 Tax Act
- Business Planning
- Financing Premiums
- Protection planning
- Wealth Transfer
- Charitable Giving
This site has everything you need to work those concepts into your business and everything you want to help your clients with the right plan to meet their financial goals.
Take a moment to view this link where you can:
- Search for marketing materials- over 300 pieces available!
- Search for specific topics with a user friendly search engine
- Learn about Lincoln Benefit’s product line
- Find out about current Lincoln Benefit promotions
- Find perfect sales strategies and ideas including advanced planning topics to assist with your affluent customer base and their estate and business planning needs
- Access calculators, including the Total Value Calculator
- Watch marketing videos
- Install illustration software
Provided by Transamerica, this link holds helpful and informative information including:
- Marketing Materials- including both product and concept collateral!
- Product State Availability
- Product Guides
- Underwriting Guidelines
- Transamerica Opportunity Programs