Presentations

Printable and E-Mailable Presentations - The VSA contains nearly 80 complete presentations in Adobe for printing for and/or e-mailing to clients and prospects. All can be prepared and personalized in seconds and be used for client contact or pre-approach e-mails.

Presentations – The same 80 presentations are available to you in PowerPoint for seminars and point-of-sale. They can also be sent as pre-approach e-mails.


Personal Needs Presentations:
  • Survivor Needs Analysis
  • Educational Funding Analysis
  • Disability Income Review
  • Mortgage Acceleration Review
  • Family Coverage Review
  • Personal Financial Security Review
  • A Financial Primer (12 Helpful Tips to Help Secure Your Financial Future)
  • Disaster Preparedness Information
  • A Lesson in Life Insurance (with variable products)
  • A Lesson in Life Insurance (without variable products)
  • A Lesson in Life Insurance (without variable products and equity-indexed UL)
  • Health Savings Accounts
  • Critical Illness Insurance
Business Continuation Planning Presentations:
  • Business Continuation Planning Issues
  • Business Valuation
  • Insured Buy-Sell Plan for Sole Proprietorships
  • Insured Cross Purchase Buy-Sell Plan for Partnerships
  • Insured Entity Purchase Buy-Sell Plan for Partnerships
  • Insured Cross Purchase Buy-Sell Plan for Corporations
  • Insured Stock Redemption Buy-Sell Plan for Corporations
  • Insured Buy-Sell Plan for Sole Owners of Corporations
  • Insured Disability Buy-Sell Plan
  • Insured Section 303 Stock Redemption Plan
  • Business Liquidation Insurance Considerations
Business Protection Planning Presentations:
  • Business Protection Planning Issues
  • Key Employee Indemnification Insurance
  • Business Loan Insurance Plan
  • Business Overhead Expense Protection
Estate and Charitable Planning Presentations:
  • Unintended Consequences: Repeal of Estate and GST Taxes in 2010
  • Estate Planning Insurance Considerations
  • Marital Deduction Planning
  • Irrevocable Life Insurance Trust Review
  • Planning for Special Needs Children
  • A Lesson in Charitable Giving
  • A Charitable Trust Review
  • Charitable Gifts of Life Insurance
Retirement Needs Presentations:
  • Retirement Planning Analysis
  • Planning for Health Care Needs in Retirement
  • The Role of Life Insurance in Retirement Planning
  • Retirement Income Protection
  • A Lesson in Annuities (with variable products)
  • A Lesson in Fixed Interest and Indexed Annuities(without variable products)
  • A Lesson in Variable Annuities
  • A Lesson in Indexed Annuities
  • A Deferred Annuity Review (with variable products)
  • A Deferred Fixed Interest and Indexed Annuity Review (without variable products)
  • An Immediate Income Annuity Review (with variable products)
  • A Fixed Income Immediate Annuity Review (without variable products)
  • Split Annuity Review
  • Traditional IRA/Roth IRA
  • IRA Rollover
  • "Stretch" IRA
  • TDA
  • Long-Term Care
  • Reverse Mortgages
Executive Benefit Planning Presentations:
  • Executive Benefit Planning Issues
  • Executive Bonus Plan
  • Insured Death Benefit Only Plan
  • Business Split-Dollar Life Insurance Plan
  • Group Carve-Out Plan
  • Insured Disability Salary Continuation Plan
  • Deferred Compensation Plan
  • Selective Executive Retirement Plan
Employee Benefit Planning Presentations:
  • For Use with Employers:
  • Employee Benefit Overview
  • Health Savings Accounts...An Employer Overview
  • Health Reimbursement Arrangements
  • A Lesson in Qualified Retirement Plans
  • An Owner-Only 401(k) Plan
  • For Use with Employees:
  • Health Savings Accounts...An Employee Overview