Agent/Client Education

Agent EIA Training Piece

Buyers Guide to Equity Index Annuities

2010 Tax Guide

 

Life Expectancy Tables

 

Uniform Lifetime Table (MRD’s)

Life Expectancy Tables 1980

Life Expectancy Tables 1986

Single Life Table

Other Links

State Insurance Dept Websites

A.M. Best

Moodys

Standard & Poors

Fitch Ratings

Weiss Ratings

NAILBA

NAIFA

MEDICARE.GOV

Eldercare Resources

AARP

Bank Rate.Com Insurance

Qualified Plan Info

 

72T

IRA Max

IRAs  Compared

Simple Retirement Plans

Roth IRAs

Simplified Employee Pension

ESOP

 

WILLS & TRUSTS

Why Creat a Will

Why Use a Trust

Revocable Living Trust

How a Life Insurance Trust Works

How Property Passes at Death

Financial Planning Basics

Rule of 72 & 115

Investment Pyramid

Tax Exempt vs Taxable

Ways to Avoid Probate

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