Advanced Markets

Thursday, July 29, 2010

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For Advanced Markets planning, we have access to anything and everything you could possible imagine including (but not limited to):

Estate Planning
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There's no end to our personal knowledge and to our legal industry resources regarding these topics. Bill will have the answer, will find the answer or will send you to the appropriate person to get the answer.

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For Advanced Markets Articles and Sales Materials, we could build a library, but it's already been done by some of the best. If you want to browse materials, check our our home office resources:

The Best of the Best

Advanced Sales Webinars

April

Tuesday, April 20, 2010 at 1:00 p.m. (EDT)
Key Person Insurance: Protection Against the Loss of Human Capital
You wouldn’t want clients to expose their businesses to loss by going without fire insurance. Make sure they are protected in the event of loss of what is often the most important capital asset: Key Employees. In this webinar, we will discuss ways to assess the loss potential and show off the new Key Person proposal enhancements in the AEGIS proposal system. Login Information

May

Tuesday, May 4, 2010 at 1:00 p.m. (EDT)
Life Insurance in a Qualified Plan
Life Insurance in a Qualified Plan - Purchasing life insurance in a qualified plan can make good financial sense. We'll look at a case study involving a business owner, Roy. We'll show you how Roy can achieve cost savings when purchasing life insurance in a qualified plan and the unique features of the AEGIS proposal system that you can use to your advantage.

Tuesday, May 18, 2010 at 1:00 p.m. (EDT)
Alternative Term Rates TermOne has been made available as alternate rates to IRS Table 2001. We'll show you how to illustrate these rates with your advanced planning strategies. We'll also give you some other ideas on how TermOne can be sold.

June

Tuesday, June 1, 2010 at 1:00 p.m. (EDT
CVPlus Balance Sheet Protection When your business clients see the difference AXA's CV Plus rider can make on their bottom line compared to buying Term insurance, your bottom line will improve, too. Join us to see how the CV Plus rider works and how you can show clients why Athena UL just might be a better option for them than Term insurance.

Tuesday, June 15, 2010 at 1:00 p.m. (EDT)
Qualified Plan Maximization
Do you have high net worth client's who have large qualified assets they are no longer relying on for retirement? These assets may be subject to double or even triple taxation (in some states) upon there death. We'll talk about how to reposition assets with the purchase of life insurance. You'll also see how the AEGIS illustration software can be an effective tool for illustrating this approach.

Tuesday, June 29, 2010 at 1:00 p.m. (EDT)
BATL (Bonus And Tax Loan Plan)
Attracting, retaining and rewarding key people is instrumental to the success of any business. Highly compensated executives whose retirement savings goals have been impacted by the 401(k) plan deferral limits are limited as to what they can do to save for retirement. Executives whose employers are willing to participate can defer money on a non-qualified basis, but this has its disadvantageous too. A possible solution to this dilemma could be a Bonus and Tax Loan Plan. At this webinar, you will learn more about this combination bonus and loan arrangement between the employer and the executive as well as see a sample proposal.

July

Tuesday, July 13, 2010 at 1:00 p.m. (EDT)
Restricted Premium Plan
In a typical Executive Bonus plan, the employer is not entitled to any reimbursement for its premium payments when the executive leaves the company. Employers who are interested in recovering some or all of their premium payments should consider entering into a specific type of Executive Bonus Plan called a "Restricted Premium Plan." During this webinar we will discuss how the Cash Value Plus rider can enhance the employer's reimbursement as well as show an example of how to illustrate this concept in our AEGIS software.