Life Sales Concepts
This section includes the marketing materials and tools you need to talk to your clients about our Life Sales Concepts. Each of these sales concepts is available through ADDCALC.
| Sales Tools | Advisor | Client |
|---|---|---|
| Leveraged Supplementary Retirement Account (LSRA) | 5037 | |
| Asset Value Preserver Taxation Guide - COMING SOON | 5074 | |
| The Asset Value Preserver Concept - NEW | 6839 | |
| Your Guide to the Leveraged Supplementary Retirement Account | 5477 | |
| This is all about Estate Preservation with Standard Life | 4962 | |
| This is all about Corporate Inheritance Bond with Standard Life | 4961 | |
| This is all about an Inheritance Bond with Standard Life | 5479 | |
| This is all about Insured Annuities with Standard Life | 4752 | |
| This is all about the Leveraged Supplementary Retirement Account with Standard Life | 5478 |
The following questionnaires are designed to help you obtain the necessary information from your clients.
| Questionnaires | |
|---|---|
| Asset Value Preserver (AVP) | see document |
| Corporate Inheritance Bond (CIB) | see document |
| Inheritance Bond (IB) | see document |
| Insured Annuity (IA) | see document |
| Leveraged Supplementary Retirement Account (LSRA) | see document |
