TEAMLGA LIFE

LGA HIPAA Authorization

Underwriting Resources Kit
A collection of educational pieces designed to help you & your clients understand the process of assessing risk.

Questionnaire/Application Kit
A resource to assist you in the Field Underwriting process.

NAILBA Field Underwriting Guide
Uniquely developed by the brokerage industry, the NAILBA Field Underwriting Guide is an interactive resource designed to get right at those 'weak spots' so that applications can be completed right the first time.

Tax Facts at a Glance 2012

Principal Requst for Proposal (RFP)

Financial Calculators
A collection of Insurance, Retirement & other financial calculators provided by Transamerica.

CHICAGO

MILWAUKEE

ROCKFORD

Larry Grapenthin

(312) 540-5447
lgrapenthin@lganet.com

Jim Capone

CLIENT APPROVED DOCUMENTS
	419 E Plan
	Buy Sell: Case Study
	Buy Sell: No Sell Buy Sell Arrangement
	Buy Sell: One Way Buy Sell
	Buy Sell: Cross Purchase Agreement
	Buy Sell: Cross Purchase Concepts
	Buy Sell: Wait and See
	Childrens Life Insurance: Why Buy It?
	Childrens Life Insurance: Self Mailer
	Childrens Life Insurance: Plan Highlights
	Deferred Comp Funded by Insurance
	Entity Purchase: Buy Sell Arrangements
	Entity Purchase: Buy Sell Insert
	Executive Bonus: Arrangement
	Executive Bonus: Business Planning
	Executive Bonus: Example
	Fact Finder: Business Planning
	Fact Finder: Estate Planning
	Fact Finder: Personal Planning
	Key Person: Concept
	Key Person: Ideas
	Marital Deduction
	NQ Deferred Comp: Case Study
	NQ Deferred Comp: Concepts
	Policy Ownership & Beneficiary Designation
	Trusts: Revocable Living
	Trusts: Special Needs
	Trusts: "B" Trust Funding
	Trusts: Bypass "Trusts" Concepts
	Trusts: Charitable Remainder Unitrust
	Trusts: Q-Tip Trusts
	Trusts: Irrevocable Life Trust Example
	Trusts: Grantor Retained Annuity Trust
	Trusts: Qualified Personal Residence
	Split Dollar Sample
	Stock Redemption
	Survivor Supplemental Income

AGENT APPROVED DOCUMENTS
	The New Estate Planning World
	The 1035 Exchange and Term-UL
	Building Flexibility into your Trust
	Hybrids are Here:Life/LTC & Annuity/LTC
	Keep Death Proceeds Out of the Estate
	Preserving Life Ins Policy Tax Loss
	No Exam Needed!
	Pension Maximization
	Life Ins In Qualified Retirement Plans
	Check out the Rate of Return!
	Linked Benefits
	How Long IS Lifetime?
	Life Ins/LTC Insurance Combination

(312) 540-5444
jcapone@lganet.com

Colleen McCarthy

CHICAGO (800) 666-6988

(312) 540-5443
cmccarthy@lganet.com

MILWAUKEE (800) 999-0200

Carla Ward

ROCKFORD (800) 477-1741

(262) 641-6385
cward@lganet.com

www.lganet.com

Wanda Valukievic

(815) 654-4301
wvalukievic@lganet.com

Mike Smrt

(815) 654-4302
msmrt@lganet.com

Be part of our Winning Team

Julie Heiden

(312) 540-5446
jheiden@lganet.com

TEAMLGA Life Marketing has gathered the materials below just for your use. These resources offer you a variety of sales ideas as well as industry topics. Please feel free to print and use these to make your sale.

Life Carrier Microsites

TEAMLGA LIFE MARKETING

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