Salesmaker

Salesmaker

What is it?

Salesmaker is a flexible sales tool featuring over 60 advanced markets presentations. Each topic includes a series of concise documents that organize and present key points. Salesmaker helps producers make sales by providing critical talking points, short summaries, and graphics that can be used to present complex topics in dynamic and compelling sales presentations. Every document can be viewed on screen or personalized and printed out for presentation to clients.

What does it look like?

Each topic is available in a number of ways: the full presentation, just the summary, or just the graphic. This format offers the flexibility to tailor each presentation to a particular client's needs, capped off with a customizable title page.

how much does it cost?

We'll work with you to provide you the best pricing based on your company's unique needs.

How can you get it?

Contact us and we can provide a test drive. Once you've seen how it can help your advanced markets initiatives, we'll take the next steps.

 

Our contact information can be found here.

 

Phone: 317-545-2711

Email: pgi@pgiresources.com

Topics Included in SalesMaker

Business

Business Continuation Concepts

Key Person Life Insurance

Entity-Purchase Buy-Sell Agreement

Cross-Purchase Buy-Sell Agreement

One-Way Buy-Sell Agreement

Section 303 Redemption

Shifting Future Business Growth

Transfers for Value

Executive Bonus Arrangements

Split-Dollar Life Insurance—Endorsement Method

Split-Dollar Life Insurance—Collateral Assignment Method

Nonqualified Deferred Compensation

Group Term Life Insurance

Estate Tax Concepts

Depletion of an Estate by Taxes and Costs

Estate Liquidity

Gift Tax Annual Exclusion

Irrevocable Life Insurance Trust

Crummey Power

Marital Deduction and QTIP Trust

Bypass (Credit Shelter) Trust

Ways to Minimize Transfer Taxes

Avoiding Probate with a Revocable Living Trust

Private Annuity

Dynasty Trust

Special Needs Trust

Retirement

Retirement Income Sources

Qualified Plans vs. Nonqualified Arrangements

How Lifetime Required Minimum Distributions Work

Traditional vs. Roth IRA

Incidental Life Insurance in Qualified Retirement Plans

Profit-Sharing Plan

Section 401(k)

Section 403(b)

Section 412(e)(3)

Simplified Employee Pension (SEP)

SIMPLE IRA

Survivor Supplemental Retirement Income Funded

   with Life Insurance

Charitable Giving

Charitable Gift of a Life Insurance Policy

Life Insurance as Alternative to Bequest

Wealth Replacement Trust

Income Tax Charitable Deduction

Charitable Remainder Annuity Trust vs. Unitrust

Supplementing Retirement Income with a CRT

Converting an Asset to an Income Stream with a CRT

Insurance and Annuities

How Much Life Insurance Do I Need?

Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Indexed Universal Life Insurance

Variable Universal Life Insurance

Survivorship Life Insurance

Optional Benefit Riders

Life Insurance Premium Limits (MECs)

Tax-Free Policy Exchanges (Sec. 1035)

Deferred Annuities

Variable Annuities

Indexed Annuities

Single Premium Immediate Annuity

Disability Income Insurance

Long-Term Care Insurance