The

Toolbox

Resources & tools to help you prepare for client meetings and conversations.

🧮 Life Insurance Needs Calculator

Help clients understand how much coverage they need with this quick and easy tool. 👉 Calculate Now

📘 Breast Cancer Awareness Case Study

Breast cancer—personal or family history? See what life insurance options may still be available. 👉 Review Case Study

â–  Have any marijuana user clients?

Cannabis-friendly life insurance options are available—see what’s possible.

👉 Review Navigator

📊 Legacy Planning Case Study

Legacy planning with life insurance. See how clients can protect assets and create lasting family wealth. 👉 Review Case Study

🧰 Annuity to Life Insurance Strategy

Turn qualified annuity dollars into a life insurance strategy to potentially reduce taxes, create tax-free benefits, and enhance legacy planning. 👉 Review Case Study

📅 Problems with Illiquid Assets

Lack of planning could result in a fire sale of your clients business and their legacy vanishing with it. See how leveraging life insurance works in challenging wealth transfer cases. 👉 Review Case Studies