Meet the Team
Business Life Solutions
Personal Life Solutions
Resources
Print Material
100
He is a local attorney in Texas
Who is Scott Brasington
100
This can be an Entity Purchase or a Cross Purchase.
What is a Buy-Sell Agreement?
100
Each person has an annual tax exclusion for this generosity.
What is the "annual gift tax exclusion"?
100
You can use this to find Advanced Markets best practices and agent videos.
What is "LifeNet TV"?
100
This document will help you get the facts.
What is the "Questionnaire"?
200
The person was an agent in California.
Who is Kevin Gray?
200
This person is an important employee to the business.
Who is a Key Person?
200
This document directs property distribution upon death.
What is a "Will"?
200
You can find all Advanced Markets printed material on this source.
What is "LifeNet"?
200
These folios can help you identify specific businesses and business needs.
What are the "Business Suites"?
300
She is a local attorney in California.
Who is Melissa Winn?
300
This arrangement can be a "promise to pay" between employer and employee.
What is an Executive Comp. Arrangement?
300
This vehicle can be used to hold insurance policies away from a decedent's estate.
What is an "ILIT"?
300
You can consult these experts for any Advanced Markets questions.
Who is the "Advanced Markets Team"?
300
This form provides Underwriting with a 3D picture of your client and helps Advanced Markets track your case.
What is the "New Business Submission Form"?
400
He is a former employee of FFS.
Who is Alan Matthew?
400
A company should have this done every few years.
What is a Business Valuation?
400
This person or institution must follow the terms of the Trust.
Who is a "Trustee"?
400
Cases $1 Million and above get special treatment from this group.
Who is the "Advanced Markets Underwriting Team"?
400
This resource contains all of the Business Life Solutions material.
What is the "BLS Binder"?
500
Business Owner Sales Strategy acronym.
What is "BOSS"?
500
2011 Changes in the tax laws now makes this $5,000,000.
What is the "Estate Tax Exclusion"?
500
This bi-monthly resource gives you updates on laws, products, and selling strategies.
What is the "Advanced Markets Newsletter"?
500
This resource contains all of the Personal Life Solutions material.
What is the "PLS Binder"?
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