Income Maximization
Our NEW Income Maximization kit, allows your clients to maximize assets by liquidating them and purchasing a single premium immediate annuity (SPIA) and guaranteeing a constant income stream for life. This kit comes complete with a client guide, case study and much more. To request a kit, please call (888)266-7498, option 2 or send an email to jroper@manulifeusa.com.
Wealth Transfer Planning
Help you clients create a legacy for their heirs. Our new wealth transfer planning kit, reviews popular wealth planning concepts such as annuity maximization and municipal bond max. This kit comes complete with a client guide to wealth transfer planning, as well as client approved materials for the popular annuity max concept. To request a kit, please call (888) 266-7498, option 2 or send an email to jroper@manulifeusa.com.
457(f) Supplemental Executive Retirement Plans(SERPs)
457(f) SERPs are a great way for non-profit organizations to provide supplemental retirement income to key employees. Our new kit contains an overview of both 457(f) and 457(b) plans, a prospecting guide and more. To request a kit please call (888) 266-7498, option 2 or send a email to Jroper@manulifeusa.com.
Charitable Planning with Life Insurance
Our new charitable planning kit discusses various planning techniques, provides sample cases, and innovative ways to use life insurance. To request a copy of this kit please call (888) 266-7498, option 2 or jroper@manulifeusa.com
Restrictive Endorsement Bonus Arrangements/Executive Bonus Plans
The REBA/Executive Bonus kit is one of our most popular items. This kit contains a great prospecting guide and a piece that discusses using these in place of a split-dollar arrangement. Request yours today at (888) 266-7498, option 2 or jroper@manulifeusa.com
Life Insurance in Retirement Planning
This is a great kit to use with people who are worried about retirement planning. This kit reviews the advantages of using life insurance to round out an existing retirement plan. Request a kit today at (888) 266-7498, option 2 or jroper@manulifeusa.com
Succession Planning
Buy-sell arrangements, and key person insurance are just two techniques that should be considered when implementing a business transfer plan. To learn more, request a Succession Planning Kit today at (888) 266-7498, option 2 or jroper@manulifeusa.com
Estate Planning
This kit is great. It provides a simple overview of the popular estate planning concepts and contains a Guide to Settling an Estate. Request your kit today at (888) 266-7498, option 2 or jroper@manulifeusa.com
Business Planning
Our popular business planning kit reviews popular business planning techniques from basic key person insurance to various non-qualified deferred compensation plans. To order a kit call (888) 266-7498, option 2 or jroper@manulifeusa.com
