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
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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
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