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Life Insurance - Performance Evaluation


Performance Evaluation Downloads

Performance Evaluation is a consumer-driven process integrating existing policy coverage and performance analysis with life insurance needs and current product efficiencies.

IMPORTANT NOTE: All consumer-oriented materials must be approved through your individual broker-dealer compliance department. Please submit to your compliance department before presenting to the public.

  Performance Evaluation Targets 3 Main Planning Areas

 
Module Personally Owned
Life Insurance 		Trust Owned
Life Insurance 		Employer Owned
Life Insurance
Concept Brochure Performance Evaluation Fiduciary Review Process Process that Protects
Call-to-Action Has Life's Plan Changed? Are You Taking Fiduciary Care of All Trust Assets? Have You Protected Life's Plan?
Presentations Performance Evaluation for Your Life Insurance Policy   Performance Evaluation for Your Employer Owned Life Insurance
Fact Finders Personally Owned Trust Owned Employer Owned
Prospecting Letters Existing Life Insurance Clients Trustee to Grantor Existing EOLI Clients
Existing Clients Trustee to Beneficiary Existing Business Owner Clients
Prospective Clients   Existing Key Executive Clients
Health Insurance Clients   Existing Clients
P & C Client Key Executives   Prospective Clients
    CPAs
    Advisors
Additional Materials Carrier Selection Uniform Prudent Investor Act Pension Protection Act of 2006
  InForce Illustration Authorization Investment Policy Statement IRS Notice 2009-48
      IRS Form 8925
Other Forms



PERFORMANCE LINKS
   Background Info
   Term Plan Review
   Permanent Plan Review
   Downloads

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