Agent Tools |
|
application/pdf
Estate Tax Rate History 1913 - 2009. Highest historical estate tax rates. |
|
application/pdf
Income Tax rate history. Highest marginal income tax rates from 1914 to present. |
|
application/pdf
noteworthy news stories and headlines about the swelling U.S. deficit facing americans |
|
application/pdf
2010 tax summary with information on income tax rates, estate tax, gift tax, contribution limits, etc. |
|
application/pdf
Examples of famous people throughout history whose families suffered from their lack of planning for estate taxes |
|
application/pdf
Why Life Insurance? Life Insurance offers benefits no other asset class can offer. |
Commissions |
|
application/pdf
American General |
|
application/pdf
ING / Reliastar |
|
application/pdf
Pacific Life Commission Calendar |
|
application/pdf
Transamerica |
Forms |
|
application/pdf
Bell & Associates - HIPAA |
|
application/pdf
Cigna - HIPAA |
|
application/pdf
Kaiser - HIPAA (Southern CA ONLY) |
|
application/pdf
Mayo - HIPAA |
|
application/pdf
VA - HIPAA |
Marketing & Products |
|
application/pdf
Generation Skipping Transfer Tax - 1 pg Summary |
|
application/pdf
John Hancock LifeCare LTC rider. 1 page marketing flyer |
|
application/pdf
John Hancock Protection UL-G client brochure and product guide |
|
application/pdf
new LTC law from the Pension Protection Act of 2006 |
|
application/pdf
Pacific Life was the most popular indexed UL product in the country for 4th Quarter 2009! |
|
application/pdf
information about the Pension Protection Act of 2006 relating to life insurance and annuities. Frequently asked questions and answers. |
Underwriting Guidelines |
|
application/pdf
Alzheimer's brief 1 page information and facts at a glance. |
|
application/pdf
Lincoln Financial Table Shave underwriting program details. Current as of February 2010 |