Global Atlantic

• Long Term Care Playbook
• Cost of Long Term Care by Zip
• Income Playbook
• Accumulation Playbook
• Legacy Playbook

Lincoln Financial

• Actions for Uncertain Times 
• Ask the Right Questions and Listen
• Remote Doesn’t Need to Mean Disconnected 
• Helping Clients Remain Optimistic
• Helping Clients Cope with Volatility
• How to Maintain Client Connections
• Weathering the Storm 
• Spark the Conversation 

North American

• Powerful Ways to Increase Leads through your Website 
• How to Create and Share Videos to Set Your Business Apart
• How to Increase Your Visibility Through Google Maps and Google My Business
• Benefits of a Fixed Index Annuity 
• Potential Benefits of Using a Volatility-Control Index 
• Client Needs Worksheet 
• Fact Finder Worksheet 

OneAmerica

• Reimbursement vs. Indemnity LTC Plans 
• Qualified Funds for LTC
• Your Clients Aren’t Average 
• Use Income Instead of Assets
• Use IRA Dollars to Fund Asset Care 
• Sales Ideas – Good Questions, Better Results
• Asset Care Outshines UL Asset-Based LTC
• Joint Policy vs. Individual Policies, Recurring Premium 
• Joint Policy vs. Individual Policies, Single Premium 
• You Get What You Pay For
• New Life for Old Assets 
• Tax Deferred to Tax-Free LTC
• Efficient Funding of Long Term Care 
• Is Your Client’s Annuity Where it Needs to Be?
• An Opportunity for Inherited Qualified Funds 

Integrity Life

• 2022 Tax Reference Guide 
• Is your Client’s House in Order 
• Annuities in Trusts
• Retirement Income Matters
• The Benefit of Tax Diversification
• Life-to-Annuity 1035 Exchange
• Qualified Wealth Transfers
• Non-Qualified Death Benefit Stretch Options
• Rollover Opportunities
• Retirement Planning Guide