Marketing Resources
Training
- Inheritance Life Playbook
- Wealth Transfer Product Training Video
- Selling MoneyGuard
Presentation Materials
- Wealth Transfer Case Study Brochure
- Wealth Transfer Case Study companion worksheet
- Wealth Transfer Case Study PowerPoint presentation (this is a large file)
PPA Specific
Consumer Approved
- Wealth Transfer Case Study Brochure
- Wealth Transfer Case Study Client Profile flyer
- Wealth Transfer Case Study PowerPoint presentation (this is a large file)
- PPA Commercial
- PPA Seminar Materials
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Linked Benefit Plans
| Welcome to First Protective's Wealth Transfer Team! |
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Life Insurance Based LTC AlternativesMany clients are recognize the need for long term care, but may not be comfortable with or qualify for traditional long term care insurance. Our suite of life insurance based long term care alternatives provide clients with long term care benefits through both simplified issue and fully underwritten single premium life insurance products. Click Here for more info Annuity Based LTC AlternativesPension Protection Act Eligible ProductsBeginning January 1, 2010, certain tax changes related to the Pension Protection Act of 2007 went into effect. Under these tax law changes, the gains in certain eligible annuity products can be used to pay for long term care expenses on a tax free basis. Click Here for more info Single Premium Life ProductsProducts that are more transactional in nature, designed for individuals who would like to pass assets to their heirs. Click Here for more info |
First Protective's Wealth Transfer Team offers a multi-carrier platform of simplified single premium and linked benefit products to meet your clients' needs. These products generally fall into 4 categories:Wealth Transfer Video Tutorials
Need Some Help?
Try our video tutorials. With topics ranging from learning about First Protective's Wealth Transfer Platform to "How to Complete an Application," our video tutorials can help you with all aspects of the wealth transfer sale.