Iiagllc.com

Insurance Investment Advisory Group

WEBq Life Insurance q Disability Insurance q Long-Term Care Insurance q Health Insurance q (individual and group) q Property Insurance q (personal and commercial) q Investment …

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URL: https://iiagllc.com/

LONG-T C T R Y A BASIC LAN ESIGN UESTIONAIRRE

WEBIDENTIFYING YOUR NEEDS FOR LONG-TERM CARE 1. Select your age range. a. 55 or less b. 56-65 c. 66-75 d. 76+ 2. Which statement best describes your concern about …

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Concept Proﬁle The Risks of Non-Recourse Premium Financing

WEBKeeping The Policy— At the end of the loan period, you may decide that you want to pay off the loan and keep the policy. However, you will owe more than just the premiums you …

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Client Profile M The Power of Permanent Insurance

WEB2 of 2. Not valid without all pages. Please contact 1-888-266-7498, option 2 to obtain a product and a fund prospectus, or if you are interested in obtaining a selling agreement …

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Life Settlement Sellin Stargetgy

WEBA life settlement is the sale of an existing life insurance policy to an investor. The seller receives cash. The buyer pays future premium and receives the insurance proceeds at …

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P.A.R. Program: What’s The Problem

WEBInnovative Solutions If life insurance policies or annuity products are marketed to you by or through a bank or other financial institution, they are: Not a Deposit • Not FDIC Insured • …

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PLANNING SOLUTIONS

WEBSP-04345E 5/05 Rev CONSIDERATIONS In general, long term care Insurance is a good way to protect retirement savings against chronic-care costs. There is not a

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A Penny Saved Is a Penny Earned

WEBInsurance premiums are some of the largest expenses an individual or a business can incur. Few clients, however, regularly review their insurance for cost-savings

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INVEST IN Y LIFE

WEBTitle: Microsoft Word - Hedge Your Risk two column.doc Author: Jill Ressler Created Date: 6/11/2007 10:52:43 PM

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Spousal Access Profile r2

WEBADVANCED MARKETS PROFILE Spousal Access Trust PROBLEM • Desire to retain access to a life insurance policy’s cash value. • Potential estate tax problem. SOLUTION

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Pension Maximization

WEBSP-04153E 5/05 Rev Pension Maximization PLANNING SOLUTIONS FROM JEFFERSON PILOT FINANCIAL HOW IT WORKS: SUMMARY: Pension maximization is a method …

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