Resources & tools to help you prepare for client meetings and conversations.
🧮 Business Valuation Calculator
Help clients understand how much coverage they really need with this quick and easy tool.
👉 Calculate Now
📘 It's All About The Business
Explore up to 20 business planning strategies
👉 Review Resources
✅ Executive Bonus Case Study
See how an Executive Bonus can offer a simple, tax-efficient way for businesses to reward key employees with life insurance benefits.
👉 Review Case Study
📊 Buy-Sell Questionnaire
Use this questionnaire to guide and document key considerations during buy-sell transactions.
👉 Review Questionnaire
📅 Business Owner Worksheet
Help your business owner clients track and calculate eligible long-term care (LTC) insurance premium deductions.
👉 Review Worksheet
🧰 What Is Your Client’s Business Worth?
Gain a competitive advantage with business valuation-Thursday, July 17th @ 2 p.m. ET
👉 Register Here