Bell & Associates | Life Insurance Specialists

800.308.BELL

Carrier Planning Concepts



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     Carrier Planning Concepts

Carrier Planning Concepts

 
A bullet point outline of tax proposals at the end of 2009.
2010  Applicable Tax Legislation - John Hancock

PDF
 
Open up planning opportunities with your client's tax return
CPA 1040 Markett Penentration Strategy - AXA

PDF
 
A basic introduction into employer owner life insurance.
Emplyee Owned Life Insurance/ Client Promo - AXA

PDF
 
No cost rider delivers 100% of premiums paid in the 15th year.
Estate Liquidity Rider - Lincoln Benefit Life

PDF
 
Niche marketing to single parents who face unique challenges.
Estate Planning for Single Parents

PDF
 
This is John Hancock
John Hancock

PDF
 
This is a competitive digest of policy rider provisions.
LTC Rider Competitive Comparison - Nationwide

PDF
 
The top 5 application and illustration tips to avoid delays.
New Business Check List To  Aviod Issue Delays - John Hancock

PDF
 
This rider guarantees 100% of paid premiums after the surrender period.
The Liquidity Gurantee Rider - Linclon Benefit Life

PDF
 


Additional Coverage with Accelerated Underwriting:

  • Available to individuals who have been fully underwritten for term insurance within the past 5 years
  • No new medical exam required
  • Available up to age 60 and $1,000,000 DB
  • Access to some of the most competitive term products in the marketplace

Unique Indexed Annuity:


  • 12% commission available
  • Extremely liquid
  • Up to 60% of Asset Value after just 30 days penalty free!
  • Built-in Accelerated Care Benefits
  • "A" rated AM Best

Simplified Issue IUL Program:


  • No medical exam (phone underwriting)
  • Targets age 40-60 clients looking for tax-free retirement income
  • Uses #1 selling indexed UL product in the country!
  • Up to $1,000,000 of coverage available!