Concept Pages

Concept Pages - The section contains nearly 1,000 "one-pagers" covering practically every subject in the financial arena. It also includes all current and archived tax tables and mortality tables. Further, the concept pages can be used to create custom and personalized presentations for clients and prospects. There is no way we an show you all of them but the categories are listed below.

Option to E-Mail Reports - The Internet has become a wonderful tool for providing prospects with information. The VSA's option to e-mail all the reports discussed below has become a vital part of prospecting and approaching targeted prospects and/or clients for many producers.

General Planning:
  • Tables Online (Current)
  • Tables Online (Archive)
  • Tax Digests (2008 - 2010)
  • Tax Act Summaries
Personal Planning:
  • Financial Security Needs
  • Life Insurance
  • Disability
  • Health Insurance
  • Critical Illness Insurance
  • Education Needs
  • Income Taxation
  • Social Security
Retirement Planning:
  • Retirement Needs
  • Life Insurance & Retirement
  • Annuities
  • Qualified Plans
  • Health and Long-Term Care
  • Reverse Mortgages
Business Planning:
  • Business Continuation Needs
  • Buy-Sell Planning
  • Business Protection Needs
  • Executive Benefit Planning
  • Miscellaneous Business Planning
Estate Planning:
  • Unintended Consequences: Repeal of Estate and GST Taxes in 2010
  • General Estate Planning
  • Estate and Gift Taxation
  • Wills and Trusts
  • Special Needs Planning
Charitable Planning:
  • Charitable Giving Concepts
  • Charitable Trusts
  • Charitable Gifts of Life Insurance
Employee Benefit Planning:
  • For Use with Employers
  • For Use with Employee