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FINANCIAL PLANNING SOFTWARE

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• Advanced Fixed-Indexed Calculator
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LEAD GENERATION

• Annuity sales lead generation system and preset annuity appointment program

ANNUITY SUPPORT

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• Fact Finder  /   Fact Finder Introduction
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EDUCATION CENTER

• Getting in the Door (Training Video)
• Estate Reduction Techniques (Training Video)
• Avoiding Probate (Training Video)
• Fact Find (Training Video)
• Tax Reducing (Training Video)
• Zero Tax Planning (Training Video)
• Combining Annuities & Life Insurance for Income and Estate Planning (Audio Training Tools)
• Intro to Zero Tax Planning (Audio Training Tools)
• Basic Arbitrage Explanation (Audio Training Tools)
• Basics of Planning Annuities (Audio Training Tools)
• Products for the fourth quarter (Audio Training Tools)
• Marketing, marketing, marketing (Audio Training Tools) 
• Understanding Life Insurance & looking for sales opportunities (Audio Training Tools)
• IRA Arbitrage Examples (Audio Training Tools)
• NQ Arbitrage Examples (Audio Training Tools)
• How to Avoid Probate (Audio Training Tools)
• Gaining the Frugal Man's trust (Audio Training Tools)
• Frugal Man's Trust seminar system 11/15/2006 (Audio Training Tools)

• EIA Terms Glossary
• Articles

ANNUITY COMPANY PROFILES

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LIFE INSURANCE

AGENT RESOURCES

LICENSING

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AGENT PROGRAMS

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PRESENTION SOFTWARE

• Seminar invitations
• Frugal Man’s Trust PowerPoint (updated 9/07)
• Tax Facts sheet
• Tax Bomb article
• Life Estate Deed example
• Appointment sheet
• Medicaid transfer rules
• Avoiding Probate without trust handout
• Transmittal 64