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Marketing Solutions Overview

Designing financial solutions using insurance and investments is part art and part science.

Registered Members visit this section of our site to:

  • Learn new insurance and investment concepts,
  • Better connect with clients, and
  • Easily calculate needs

so they can help more clients buy the solutions they need to achieve financial security.

Educational Concept Videos

Registered Members enjoy access dozens of 3 to 5 minute videos to easily learn proven financial strategies so you can solve more client problems in less time.

Organized by topic:

  • Personal and Family
  • Business and Professional
  • Senior Needs and Retirement Income Planning

You can even send links for these videos to your prospects so they have the education they need to make informed decisions.

Financial Calculators

Registered Members save time calculating insurance needs and quantifying financial problems.These easy to use calculators help you:

  • Establish how much insurance is needed
  • Determine how much to save to meet retirement income or college savings goals
  • Improve cash flow and reduce debt

If you want, you can even send links to your prospects and clients so they can calculate and better understand their needs.

Personal Financial Planning Resources

Reports available to Registered Members in this section help clients understand why a particular concept or strategy makes sense in their situation and how it works to help them achieve the outcomes they want.

Personal Planning Topics Include:

  • Income Protection
  • Education Strategies
  • Wealth Strategies
  • Retirement Plannning
  • Charitible Giving
  • Estate Planning
Business Owner Planning Strategies

The reports available to Registered Members in this section help the Business Owner understand why a particular concept or strategy makes sense in their situation and how it works to help them achieve the outcomes they want.

Business Strategies Include:

  • Small Business Ownership
  • Business Protection
  • Executive Benefits
  • Business Continuation