Estate Planning

Help your clients leverage IUL policies in estate planning

Here’s your estate planning playbook

Our Estate Planning playbook gives you the strategies and the resources to support your clients’ estate planning needs.

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Estate Planning Agent Guide

Assist your clients with lifetime planning objectives.

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Estate Planning Client Guide

Help your clients explore strategies for minimizing the impact of estate tax.

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Estate Planning Checklist

This one-page checklist is a great starting point for helping your clients begin to establish an estate plan.

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Transfer Tax Chart

Key rates and exemptions right at your fingertips — all on a single page.

Selling program

Talk to Business Owners

Our S.T.O.P. (Solve The Owner’s Problems) program helps you start 8 insurance-related conversations with business owners — including productive conversations about the specific estate planning challenges business owners face.

Fact Finders

Help your clients build a solid financial plan — based on solid facts. Our fact finders enable you to gather complete information about a client, to help them analyze their current situation and identify planning opportunities.

Consider these IUL products for estate planning

Global Accumulator Indexed Universal Life

Designed for individuals looking for accumulation potential, while maintaining flexibility in their approach.

Lifetime Builder ELITE Indexed Universal Life

The indexed universal life product designed to help clients build for the future.

Lifetime Foundation ELITE Indexed Universal Life

The IUL policy focused on death benefit guarantees.

Need help?

Find all the contact information to submit and service your business.