This presentation was used on the 2.9.23 Webinar, and illustrates two brothers who want the same thing: a secure retirement with income that they will not outlive. However, they are doing two different things to achieve their goals and will end up with very different results!

Updated Index Selections by Carrier and Product!

This document was created to provide a basic explanation of the Retire Your Debt program, what it is, how it works, and how to incorporate it in your sales presentation!

As seen on the 4.14.22 webinar with Sam Howe & Lee Duncan!

As seen on the 4.14.22 webinar with Sam Howe & Lee Duncan!

As seen on the 4.14.22 webinar with Sam Howe and Lee Duncan!

Download and follow along with Dylan Krings on our 3/17/22 Webinar, Using Ameritas whole Life Products for Debt Free 4 Life!

Tracey Spikes has an amazing sales presentation delivery, and one of the best ways to study it is with a script! Here is Tracey's presentation from our March 3, 2022 Webinar!

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!

A fillable pdf to be used for the Referral to Riches contest! Complete & return to Equisretirementsolutions@equisfinancial.com each week!

The same new Digital CRM, now available in a printer-friendly format! **Now including Debt Elimination!!**

Equis Nation, you asked, and we listened! A Digital version of the CRM brochure is here! **Now including Debt Elimination!!**

Created by Wendy Baxter, this Needs Analysis is an Equis Retirement Solutions branded document to help you best determine your client's financial needs!

A helpful guide which gives examples of Advantages & Disadvantages for when completing the Suitability Form. The correct options will help you pass Suitability!

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.

This shows the states that do not need to include a copy of the illustration when submitting a MOO IUL Express.

A powerful presentation to use when in the home regarding retirement planning!

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 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!

Case Central is excited to work with you on your next case! In order to receive Case Central’s
full suite of services, please provide the following information:

The Case Central team applies their real industry experience to deliver informed solutions for you so you can better
serve your clients. And it truly is a team. Here's everyone that's working for you at Case Central.

The paper version of the COMRA questionnaire to use until you have access to your COMRA website.

Once you have a COMRA score, this Fact Finding by Design forms asks all the questions you need to know!

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As requested, the Thank You Letter Template Randy Montrose uses as discussed on the 02/21/20 Friday Sales Call!

As requested, the Thank You Letter Template Randy Montrose uses as discussed on the 02/21/20 Friday Sales Call!

Living Benefits in Action: View the Powerpoint presentation used by Pete Lee to illustrate the powerful true stories of people whose lives were saved by their Living Benefits plans.

Created by Shawn Price, the Small Business phone script provides all the information needed to get you in the door and pave the way for a successful sale.

Created by Kim Rawlings and shared during our Friday Sales Training Conference Call, the Small Business Retirement Presentation is designed to educate small business owners about tax-free retirement and disability protection.

Newly updated form to submit when requesting Indexed Annuity Illustrations and/or IUL Illustrations.

Learn about representing the Equis Brand and email creative@equisfinancial.com to receive & sign the acknowledgment form to receive branding assets!

Mortality Table, as seen in Nick Theodore’s In-Home Presentation Analysis training video.

This is the presentation used in the “Living Benefits Sales Presentation (Part 1)” video..

Living Benefits Grid, as seen in Nick Theodore’s In-Home Presentation Analysis training video.

An editable Microsoft Word document containing template paragraphs for the Emergency Contact Letter.

A blank template PDF document for a client’s Emergency Contact List.

Term & Universal Life Underwriting guidelines to help you pick the best plan for your client.

A blank weekly planner template to help you make the most of each week!

This document is a great visual tool to demonstrate how Living Benefits can help bridge the gap between expenses and lack of income in times of need.