Free Download

NEW Seminar System that Generates a 90% Appointment Rate

The pandemic is requiring advisors to be pro-active and visible now more than EVER. People are looking for guidance and are more open to second-opinions.

Learn more
How an Option Hedging Strategy Works
How an Option Hedging Strategy Works

Watch this free presentation to learn how an option hedging strategy works to create potential growth when times are good, and downside protection when times are tough.

Deliver The Growth Potential and Protection They Need
Deliver The Growth Potential and Protection They Need

Download this quick one-pager and see if PremiumLife is a right fit for your clients

NEW Way to Offer Tax Prep Services, Without Any Extra Work
NEW Way to Offer Tax Prep Services, Without Any Extra Work

Download this complimentary report and learn how agents an advisors are uncovering new sales virtually and automatically.

10 Advanced Tax Planning Strategies for Your HNW Clients
10 Advanced Tax Planning Strategies for Your HNW Clients

We created a report that includes 10 ways to save your HNW clients money on their taxes.

Premium Financing Overview and Sales Script
Premium Financing Overview and Sales Script

If your high-net-worth clients have a need for life insurance but don’t want to reduce their current cash flow or liquidate their existing assets, premium finance may be a viable solution.

Tax-Free Income without Contribution Limits
Tax-Free Income without Contribution Limits

Download this one-pager and help your clients better prepare for retirement with potential tax-free income, without contribution limits. Plus, the strategy includes tax-free net-to-heirs and long term care resources.

How to Generate 10-15 New Prospects Every Month
How to Generate 10-15 New Prospects Every Month

Download this 2 pager and learn how to get motivated prospects fighting for a spot on your calendar.

How to Overcome The 7 Most Common Premium Financing Objections
How to Overcome The 7 Most Common Premium Financing Objections

This helpful one-sheet sales tool prepares you to discuss and educate your clients on the benefits of premium financing.