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Frequently Used Documents
NLG Annuity Requirements by State
As many of you are adding Annuities to your product portfolio, it is important to know the requirements that must be completed in your state (or the state you are selling in) before you can complete an annuity sale! National Life Group has created this extremely helpful guide of state requirements!
Case Central Virtual Advisor Walkthrough
Case Central is your team of CERTIFIED FINANCIAL PLANNER™ professionals and investment advisors who analyze consumer data and provide you with impressive, presentation-ready client solutions. We offer over a dozen unique and proprietary software reports – covering
topics such as income planning, portfolio analysis, and asset allocation – to help you bring your recommendations to life. Reports are customizable to your practice and available to you 24/7. Here's how to get started!
SMART RETIREMENT by Matt Zagula
Author Matt Zagula is best known for helping hard-working people and business owners reach their lowest legal tax rate and deploying those tax savings into SMART tax-exempt assets for their future. In this book, he does not discuss the same old recycled financial planning ideas. Instead, he teaches you strategies similar to those being used by top executives and the wealthy elite so that more Americans can benefit from the same SMART retirement planning techniques. The tax code is clear: you are legally obligated to pay tax only once on the dollars you have. This book will make you and your money SMART so you can spend less on taxes, and have more for you!
Athene Annuity Worksheet
When it comes to annuities, “one size does not fit all.” Since no two clients are alike and no two retirement goals are the same, Athene is committed to helping you match your clients with an annuity solution that will help them reach their own unique financial objectives.
This guide will take you step-by-step through the worksheet in order to help you obtain the most accurate depiction of your clients’ financial situation, lifestyle, and objectives.
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