Sales Tools - Resources



IRS

On this site you can do research into any tax issues your client may have. As always, you need to inform your clients/prospects that you are not a tax expert and that they should also seek out the advice of a Tax Professional. This site will give you basic research.

Link To Site

Social Security

On this site you can get basic Social Security information and also assist your client's with creating an account so they can get their benefit estimates.

Link To Site

Advantage Compendium Find facts, resources, trends and news regarding Index Annuities.

Asset Protection Book Explores how each state treats annuities, life insurance, and IRAs

DOL Rule

Resources for Agents
Links to websites containing information that you may find helpful for additional sales ideas, reference materials, industry regulations, and more.

Insurance Network America PPACA Resources

Insurance Network America Favorite Links

RegEd Annuities- For Producers

Nolhga.com :: Policyholder Information

State Map

NIPR

Annuity Training

Office of Insurance Regulation

A.M.Best

DOI for All States Find the Department of Insurance website in your state