Reports, Guides & White Papers

Our reports, guides & white papers give you valuable information to put into use in your practice.

Intro to Annuities - A Starting Point for Success

Single Premium Solutions Life Insurance Planning Kit

White Paper - The Journey

UnitedHealthcare 2018 Certification User Guide

Humana 2018 Certification Information

Humana 2018 Recertification Information

The New Foundation of Retirement Planning

The LTC Planning Kit

The Hungry Agent's Recipe For Success

Cigna-HealthSpring 2017 Rules of Engagement Handbook

Conquering the Challenges of Selling Long-Term Care Insurance

Recession-Proof Your Business

Aetna-Coventry 2018 Certification User Guide

Defusing the Tax Time-Bomb

Social Security Planning — The Emerging Cornerstone of Financial Practices

Start Cutting RMDs Using the Saw-Tooth Strategy