National Insurance Brokerage, LLC
We are excited to announce the release of NFP Life Brokerage’s “Solutions for Life”, a proprietary webbased technology platform that enables your office to create client-ready presentations (branded to your producers business), combining the insurance illustration, case analysis and marketing reports. In addition to the client-ready sales presentations the web site contains many additional valuable resources for your office and your producers. These include Government Documents (Rev. Rulings, PLRs, TAMs, etc.); Sample Documents; Information on Advanced Planning Concepts and many other valuable tools. This platform will continue to evolve with new sales presentations added, additional products and the ability for you to develop your own customized presentations that can be integrated into the platform. Training – We will set up several WebEx training sessions for you and your staff to learn how to use this powerful platform. Web Site and Login – The site: http://nfplb.saver3.com is a password protected site. We will establish a user name and login for you and your staff. Your passwords and login id will be sent later today in a separate email. Current Sales templates include:
PACE – To assist you with life insurance policy review, NFP Life Brokerage has developed a comprehensive tool called P.A.C.E. – Policy Analysis & Comparative Evaluation, which enables your office to prepare a professional quality, compliant comparative life insurance analysis that is fully branded to your producer and their client. ANNUITY MAXIMIZATION – Compares the wealth transfer of a deferred annuity versus making distributions from the annuity to purchase life insurance. It addresses IRD issues with an annuity, so it may also be applicable to a traditional IRA. BUY SELL AGREEMENT – Discusses and evaluates the purchase of life insurance to protect a business ownership upon the occurrence of a triggering event, such as the death, retirement, or disability of a business owner. WEALTH REPLACEMENT – Discusses and evaluates the purchase of life insurance to replace the value of property that is transferred to a charity that would have otherwise been transferred to one’s heirs. EXECUTIVE BONUS PLAN – Discusses and evaluates the prospect of paying bonuses to an executive for the purpose of purchasing life insurance to provide additional funds that accumulate on a tax-deferred basis that may be used as supplemental retirement income by an executive. KEY PERSON – Discusses and evaluates the purchase of life insurance to protect against the business loss if that key employee dies or is disabled. It may also be purchased as a funding vehicle for companies to recover costs associated with various company benefits, generally executive benefit programs. ESTATE LIQUIDITY – Discusses and evaluates the purchase of life insurance to provide liquidity to pay an estate tax liability. This concept makes the assumption that one has already calculated their projected estate tax liability. DEATH PROTECTION – Discusses and evaluates the purchase of life insurance to protect against the event of death but also cash value accumulation on a tax-deferred basis. PRODUCT COMPARISON – Evaluates how different life insurance products compare on the basis of annual premium, net present value of the outlay, and internal rate of return on the purchase of insurance products. The above presentations have been fully integrated with ten insurance carriers covering 59 separate fixed universal life products on http://nfplb.saver3.com/ We believe this sales presentation platform can provide another level of differentiation for your firm in the life brokerage marketplace. We look forward to delivering additional valuable tools and resources to your firms in the future.
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Neither National Financial Partners Corp. or any of its affiliates or subsidiaries offer tax or legal advice. Any case discussions are general in nature and are not intended to be construed as advice. Please consult financial professionals familiar with your personal situation prior to making any changes in your own investment strategy or insurance purchases.