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CLIENT RESOURCES

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Worker Opportunity Tax Credit?

Worker Opportunity Tax Credit?

Marketing ID Number

26

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409 Executive Benefit

409 Executive Benefit

Marketing ID Number

31

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ACA Affordable Care Tax Breaks

ACA Affordable Care Tax Breaks

Marketing ID Number

15

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ACA Affordable Health Insurance

ACA Affordable Health Insurance

Marketing ID Number

2

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ACA Do you know and understand the plan you selected?

ACA Do you know and understand the plan you selected?

Marketing ID Number

10

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ACA Get Lower Out of Pocket Costs

ACA Get Lower Out of Pocket Costs

Marketing ID Number

12

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ACA Now Available. Do you qualify?

ACA Now Available. Do you qualify?

Marketing ID Number

7

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ACA Open Enrollment

ACA Open Enrollment

Marketing ID Number

1

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ACA Selecting the right insurance professional : Where do you go?

ACA Selecting the right insurance professional : Where do you go?

Marketing ID Number

4

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ACA What are your health care choices?

ACA What are your health care choices?

Marketing ID Number

5

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ACA Your first visit from coverage to care.

ACA Your first visit from coverage to care.

Marketing ID Number

3

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AFLAC

AFLAC

Marketing ID Number

54

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Affordable Health Insurance

Affordable Health Insurance

Marketing ID Number

63

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Ancillary Insurance Coverage

Ancillary Insurance Coverage

Marketing ID Number

​

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Annuity Definitions

Annuity Definitions

Marketing ID Number

136

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Are You Insurable?

Are You Insurable?

Marketing ID Number

61

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BOLI (Banked Owned Life Insurance)

BOLI (Banked Owned Life Insurance)

Marketing ID Number

28

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Banking on Yourself - Sound Planning Strategy

Banking on Yourself - Sound Planning Strategy

Marketing ID Number

38

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Buy Sell Arrangement

Buy Sell Arrangement

Marketing ID Number

22

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COLI Corporate Owned Life Insurance

COLI Corporate Owned Life Insurance

Marketing ID Number

34

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Caring Conversation Introduction

Caring Conversation Introduction

Marketing ID Number

45

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Caring Conversation | Are you convinced yet?

Caring Conversation | Are you convinced yet?

Marketing ID Number

46

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Caring Conversation | Does where you retire matter?

Caring Conversation | Does where you retire matter?

Marketing ID Number

147

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Caring Conversation | Great Wealth Transfer

Caring Conversation | Great Wealth Transfer

Marketing ID Number

47

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Caring Conversation | Having The Conversation!

Caring Conversation | Having The Conversation!

Marketing ID Number

43

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Caring Conversation | How Not To Tear Family Apart ( Family Edition )

Caring Conversation | How Not To Tear Family Apart ( Family Edition )

Marketing ID Number

150

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Caring Conversation | I won't see the effects until...

Caring Conversation | I won't see the effects until...

Marketing ID Number

51

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Caring Conversation | It's a Women's Issue

Caring Conversation | It's a Women's Issue

Marketing ID Number

149

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Caring Conversation | Longevity vs. retirement plans….who wins?

Caring Conversation | Longevity vs. retirement plans….who wins?

Marketing ID Number

156

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Caring Conversation | Many Faces of Caregiving

Caring Conversation | Many Faces of Caregiving

Marketing ID Number

52

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Caring Conversation | Punch in the face.

Caring Conversation | Punch in the face.

Marketing ID Number

44

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Caring Conversation | Retirement Planning, HSAs, & LTC

Caring Conversation | Retirement Planning, HSAs, & LTC

Marketing ID Number

42

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Caring Conversation | So Much of Me

Caring Conversation | So Much of Me

Marketing ID Number

49

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Caring Conversation | Social Security Turns 88

Caring Conversation | Social Security Turns 88

Marketing ID Number

41

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Caring Conversation | Up Up and Away

Caring Conversation | Up Up and Away

Marketing ID Number

50

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Caring Conversation | Workplace & Boomer Generation

Caring Conversation | Workplace & Boomer Generation

Marketing ID Number

48

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Charitable Gifting

Charitable Gifting

Marketing ID Number

71

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Continuing Care Retirement Communities

Continuing Care Retirement Communities

Marketing ID Number

98

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Cost Segregation & Engineering-based Cost Segregation Studies

Cost Segregation & Engineering-based Cost Segregation Studies

Marketing ID Number

39

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Credit Card Merchant Audit

Credit Card Merchant Audit

Marketing ID Number

21

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Crisis Planning

Crisis Planning

Marketing ID Number

20

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Critical Illness Explained

Critical Illness Explained

Marketing ID Number

55

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Deferred Annuity- How does it work?

Deferred Annuity- How does it work?

Marketing ID Number

131

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Deferred Compensation Arrangement

Deferred Compensation Arrangement

Marketing ID Number

32

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Disability Income Strategies

Disability Income Strategies

Marketing ID Number

40

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ESOP (Employee Stock Option Plan)

ESOP (Employee Stock Option Plan)

Marketing ID Number

35

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Endowment Trust

Endowment Trust

Marketing ID Number

65

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Foreign Nationals | Insurance Planning Spanish (In Design)

Foreign Nationals | Insurance Planning Spanish (In Design)

Marketing ID Number

155

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Foreign Nationals | Insurance Planning USA [In Design}

Foreign Nationals | Insurance Planning USA [In Design}

Marketing ID Number

154

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GTL Short Term Care

GTL Short Term Care

Marketing ID Number

58

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GTL Critical illnesses and accidents can happen to anyone.  Get a Quote Today

GTL Critical illnesses and accidents can happen to anyone.  Get a Quote Today

Marketing ID Number

57

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Genworth- Caregiving

Genworth- Caregiving

Marketing ID Number

146

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Hearts & Minds. Consumer Study LTC Insurance

Hearts & Minds. Consumer Study LTC Insurance

Marketing ID Number

85

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Hospital Indemnity Insurance

Hospital Indemnity Insurance

Marketing ID Number

64

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Hospital Indemnity Insurance

Hospital Indemnity Insurance

Marketing ID Number

60

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How Not To Tear Your Family Apart

How Not To Tear Your Family Apart

Marketing ID Number

142

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Key Person Insurance Benefits

Key Person Insurance Benefits

Marketing ID Number

24

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LTC & 1035 Exchange

LTC & 1035 Exchange

Marketing ID Number

96

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LTIP Long Term Incentive Plan

LTIP Long Term Incentive Plan

Marketing ID Number

141

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Life Happens

Life Happens

Marketing ID Number

56

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Life Happens - Disability Protection

Life Happens - Disability Protection

Marketing ID Number

59

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Life Insurance - Critical Illness Rider

Life Insurance - Critical Illness Rider

Marketing ID Number

70

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Life Insurance - Final Expense Coverage

Life Insurance - Final Expense Coverage

Marketing ID Number

72

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Life Insurance - Mortgage Protection Coverage

Life Insurance - Mortgage Protection Coverage

Marketing ID Number

66

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Life Insurance - Permanent Coverage

Life Insurance - Permanent Coverage

Marketing ID Number

69

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Life Insurance - Term Coverage

Life Insurance - Term Coverage

Marketing ID Number

67

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Life Insurance - Variable Coverage

Life Insurance - Variable Coverage

Marketing ID Number

74

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Life Insurance Settlement

Life Insurance Settlement

Marketing ID Number

68

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Living Will & Durable Power of Attorney

Living Will & Durable Power of Attorney

Marketing ID Number

73

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Long Term Care - 10 Key Questions

Long Term Care - 10 Key Questions

Marketing ID Number

145

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Long Term Care - Financial Impact

Long Term Care - Financial Impact

Marketing ID Number

83

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Long Term Care - Instrumental Activities of Daily Living

Long Term Care - Instrumental Activities of Daily Living

Marketing ID Number

89

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Long Term Care - Partnership

Long Term Care - Partnership

Marketing ID Number

144

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Long Term Care - Ways to Save Money

Long Term Care - Ways to Save Money

Marketing ID Number

82

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Long Term Care - What are your care options?

Long Term Care - What are your care options?

Marketing ID Number

148

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Long Term Care - What is it?

Long Term Care - What is it?

Marketing ID Number

78

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Long Term Care - What you need to know

Long Term Care - What you need to know

Marketing ID Number

86

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Long Term Care - Who Pay for long term care services?

Long Term Care - Who Pay for long term care services?

Marketing ID Number

76

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Long Term Care -Who Needs It?

Long Term Care -Who Needs It?

Marketing ID Number

87

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Long Term Care Guide

Long Term Care Guide

Marketing ID Number

143

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Long Term Care Insurance - Annuity Care

Long Term Care Insurance - Annuity Care

Marketing ID Number

77

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Long Term Care Insurance - Asset Based Hybrid Policies

Long Term Care Insurance - Asset Based Hybrid Policies

Marketing ID Number

93

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Long Term Care Insurance - How does a Traditional LTCI policy work?

Long Term Care Insurance - How does a Traditional LTCI policy work?

Marketing ID Number

94

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Long Term Care Insurance - Tax Saving Methods for Funding LTCI

Long Term Care Insurance - Tax Saving Methods for Funding LTCI

Marketing ID Number

151

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Long Term Care Insurance - The Federal Long - Term Care Employee Program

Long Term Care Insurance - The Federal Long - Term Care Employee Program

Marketing ID Number

84

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Long Term Care Insurance and Linked Life Insurance

Long Term Care Insurance and Linked Life Insurance

Marketing ID Number

91

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Long Term Care Self Assessment

Long Term Care Self Assessment

Marketing ID Number

88

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Long Term Care and Washington State

Long Term Care and Washington State

Marketing ID Number

90

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Long Term Care- Can you afford to self-insure?

Long Term Care- Can you afford to self-insure?

Marketing ID Number

152

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Long Term Care- What are Activities of Daily Living

Long Term Care- What are Activities of Daily Living

Marketing ID Number

80

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Long-Term Care & Filial Responsibility

Long-Term Care & Filial Responsibility

Marketing ID Number

92

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Medicare & Dental Coverage

Medicare & Dental Coverage

Marketing ID Number

116

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Medicare & Home Care Benefits

Medicare & Home Care Benefits

Marketing ID Number

124

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Medicare - Types of Medicare Advantage Part C

Medicare - Types of Medicare Advantage Part C

Marketing ID Number

112

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Medicare - Types of Medicare Advantage Part C

Medicare - Types of Medicare Advantage Part C

Marketing ID Number

113

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Medicare - Types of Medicare Advantage Part C

Medicare - Types of Medicare Advantage Part C

Marketing ID Number

111

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Medicare Advantage Explained

Medicare Advantage Explained

Marketing ID Number

114

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Medicare Annual Enrollment

Medicare Annual Enrollment

Marketing ID Number

104

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Medicare Annual Enrollment

Medicare Annual Enrollment

Marketing ID Number

103

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Medicare Part A - How Does it Work?

Medicare Part A - How Does it Work?

Marketing ID Number

109

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Medicare Part B - How Does it Work?

Medicare Part B - How Does it Work?

Marketing ID Number

110

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Medicare Part D (2)

Medicare Part D (2)

Marketing ID Number

155

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Medicare Part D (3)

Medicare Part D (3)

Marketing ID Number

154

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Medicare Part D (Rx)

Medicare Part D (Rx)

Marketing ID Number

115

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Medicare Private Fee for Services Option

Medicare Private Fee for Services Option

Marketing ID Number

117

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Medicare Supplement

Medicare Supplement

Marketing ID Number

122

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Medicare and Long Term Care

Medicare and Long Term Care

Marketing ID Number

97

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Medicare and Long Term Care Skilled Care

Medicare and Long Term Care Skilled Care

Marketing ID Number

106

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Medicare and Traveling Abroad

Medicare and Traveling Abroad

Marketing ID Number

121

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Mind Your Elders

Mind Your Elders

Marketing ID Number

99

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NAIC Cancer Insurance Guide

NAIC Cancer Insurance Guide

Marketing ID Number

62

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NAIC Pet Insurance Guide

NAIC Pet Insurance Guide

Marketing ID Number

140

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Paying for Long Term Care

Paying for Long Term Care

Marketing ID Number

81

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Phantom Stock Purchase

Phantom Stock Purchase

Marketing ID Number

37

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Premium Financed Life Insurance

Premium Financed Life Insurance

Marketing ID Number

24

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QLAC -Qualified Annuity

QLAC -Qualified Annuity

Marketing ID Number

135

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ROTH IRA

ROTH IRA

Marketing ID Number

139

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Required Minimum Distribution Revised Edition

Required Minimum Distribution Revised Edition

Marketing ID Number

133

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Restricted Endorsement Bonus Arrangement (REBA)

Restricted Endorsement Bonus Arrangement (REBA)

Marketing ID Number

33

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Retire Your Risk. Annuity Glossary

Retire Your Risk. Annuity Glossary

Marketing ID Number

134

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Retirement Checklist

Retirement Checklist

Marketing ID Number

132

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Seguro médico del estado Spanish - Part A

Seguro médico del estado Spanish - Part A

Marketing ID Number

107

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Seguro médico del estado Spanish - Part B

Seguro médico del estado Spanish - Part B

Marketing ID Number

108

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Seguro médico del estado Spanish - Annual Enrollment

Seguro médico del estado Spanish - Annual Enrollment

Marketing ID Number

126

Review Marketing Message
Seguro médico del estado Spanish - Medicare Advantage

Seguro médico del estado Spanish - Medicare Advantage

Marketing ID Number

127

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