The following strategy and concept sales aids are available below:
Strategies
- Annuity-Funded Life Insurance
- Case Studies for Annuity-Funded Life Insurance
- Bundling Life Insurance
- Case Studies for Bundling Life Insurance
- Key Strategy Solutions
- Children’s Whole Life Insurance
- Maximize the Estate Value of the Holdings in Your TFSA
Concepts
- Insured Annuity
- Corporate Insured Annuity
- RRSP Freeze/Meltdown
- Personal Legacy Builder
- Corporate Legacy Builder
- Corporate Legacy Builder Proposal
- Ageless Investing
- Insured Retirement
Annuity Funded Life Insurance
- Annuity Funded Life Insurance Proposal
- Annuity Funded Life Strategy
- Annuity Funded Life Insurance Case Study: Martin
- Annuity Funded Life Insurance Case Study: Jesse
- Annuity Funded Life Insurance Case Study: Stephanie
Large Case Support
In order to streamline and simplify the large case quote process please follow these steps:
- Contact a Tax & Estate Planning team member in your region. All large case support questions, request for quotes and follow up questions should be directed to that person.
- Use the Advanced Marketing Case/Concept Illustration Request when you are requesting a large case illustration. Complete as much of the information as possible. Use the "Save As" function to save a copy of the Advanced Marketing Case/Concept Illustration Request form and submit it electronically as an attachment to an e-mail or as a fax.
- Use Tax Retirement and Estate Planning Inquiry and follow the instructions
The Tax & Estate Planning team will strive to answer your inquiry and start the quoting process within the same business day.