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.
Topics Included in SalesMaker
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
Gift Tax Annual Exclusion
Irrevocable Life Insurance Trust
Marital Deduction and QTIP Trust
Bypass (Credit Shelter) Trust
Ways to Minimize Transfer Taxes
Avoiding Probate with a Revocable Living Trust
Special Needs Trust
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
Simplified Employee Pension (SEP)
Survivor Supplemental Retirement Income Funded
with Life Insurance
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)
Single Premium Immediate Annuity
Disability Income Insurance
Long-Term Care Insurance