Reports, Guides & White Papers

New York Agent Guide to Cybersecurity
Oct 16, 2018

Intro to Annuities - A Starting Point for Success
Jun 27, 2018

Single Premium Solutions Life Insurance Planning Kit
Mar 20, 2018

White Paper - The Journey
Apr 5, 2018

UnitedHealthcare 2018 Certification User Guide
Aug 2, 2017

Humana 2018 Certification Information
May 31, 2018

Humana 2018 Recertification Information
May 31, 2018

The New Foundation of Retirement Planning
Dec 30, 2015

The LTC Planning Kit
Dec 30, 2015

The Hungry Agent's Recipe For Success
Dec 30, 2015

Conquering the Challenges of Selling Long-Term Care Insurance
Dec 30, 2015

Recession-Proof Your Business
Dec 30, 2015

Cigna-HealthSpring 2017 Rules of Engagement Handbook
Jul 13, 2017

Aetna-Coventry 2018 Certification User Guide
Aug 2, 2017

Defusing the Tax Time-Bomb
Jan 12, 2016

Social Security Planning — The Emerging Cornerstone of Financial Practices
Jan 29, 2016

Start Cutting RMDs Using the Saw-Tooth Strategy 
Apr 5, 2018