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.

Flyer

Estate Planning Agent Guide

Assist your clients with lifetime planning objectives.

Download

Flyer

Estate Planning Client Guide

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

Download

Flyer

Estate Planning Checklist

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

Download

Flyer

Transfer Tax Chart

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

Download

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.

Go to S.T.O.P.

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.

Quickly find the facts you need about your client

Discover your client’s personal life insurance needs