Agent Lead Kit

Errors And Omissions Insurance 

E&O FAQ

E&O Quick Reference Guide

Client Facing Documents

Annuity Do's and Don'ts

MVA Quick Guide

S&P 500 Returns 2020

Sequence of Returns Risk

SIT Version 2.2 Sample

Tax Deferred Laddering w/ comp & Flow

Agent Facing Documents

SIT Request Form

5 Minute Fact Finder

Phone Script