|
What's your IUL Priority? with Mike Roscoe, AXA Director of Market Strategy
Need a one pager on IUL? Client protection with the Long-Term Care ServicesSM Rider –
With IUL Protect, your clients can meet whatever changes come their way and still stay protected.
The ideal mix of premium, cash value and guarantees isn’t a GUL. – Compare IUL Protect to other IULs and GULs in the market today.
Enhance your legacy with life insurance and the Return of Premium Rider – Depending on the circumstances, you may find that life insurance and a Return of Premium Rider will provide a larger legacy than fixed-income investments.
Get under the hood of 1040 tax forms to boost sales hear from Doug Lawson, JD, AXA Advanced Markets
With changes to taxes via the Tax Cuts and Jobs Act, reviewing clients’ updated tax forms can help you identify life insurance needs and opportunities.
1040 Guide Book for 2018 Returns
Overlay for the 1040
Sample case data for the 1040
Top 5 tips for using the 1040 Overlay 30-minute Live with Advanced Markets webinar, April 24
As priotities shift, clients' needs change. When was the last time you checked in? Presented by Trey Reynolds, AXA Head of Distribution
Learn how AXA’s Purpose, Product, Health (PPH) Exam can help you evaluate clients’ policies to ensure they align with their ever-changing needs.
PPH Client Exam brochure
PPH Client Fact Finder
Subscribe to this award-winning podcast series today With Mark Teitelbaum, JD, Advanced Markets
Life with inSight is a life insurance podcast series for busy financial professionals. Hear quick industry updates from subject matter experts on demand.
Top trends in tax proposals and why it matters hear from Alex Kim, JD Advanced Markets
In just 2 short years, the tax proposal conversation has changed from tax cuts to a new wave of tax increases. Learn about the conversations you should be having with your clients.
| 
