Bell & Associates | Life Insurance Specialists

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Life Insurance > Sales

Sample Fact Finders

Business Owners List of Concerns (PDF)

Client Referral List (PDF)

Divorce Check List (PDF)

Fact Finder & Needs Analysis - John Hancock (PDF)

Fact Finder - Mutual Of Omaha (PDF)

Financial Review Check List (PDF)

Life Events Check List (PDF)

Net Worth Statement (PDF)

Personal Financial Data Collector (PDF)

Planning Objectives Agenda (PDF)

The Personal Budget Work Sheet (PDF)

Carrier Planning Concepts

2010 Applicable Tax Legislation - John Hancock (PDF)

CPA 1040 Markett Penentration Strategy - AXA (PDF)

Emplyee Owned Life Insurance/ Client Promo - AXA (PDF)

Estate Liquidity Rider - Lincoln Benefit Life (PDF)

Estate Planning for Single Parents (PDF)

John Hancock (PDF)

John Hancock - Estate Planning Guide (PDF)

LTC Rider Competitive Comparison - Nationwide (PDF)

New Business Check List To Aviod Issue Delays - John Hancock (PDF)

The Liquidity Gurantee Rider - Linclon Benefit Life (PDF)

United of Omaha - Estate Planning Guide/Concepts (PDF)

Client Case Studies

IRA Arbitrage Joint Survivor 2 pages (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!