The Retirement Market is All About Cash
  Cash Accumulations
    Cash Distributions
      Tax Free Cash


Tax Free Retirement - ILIPP (Indexed Life Insurance Private Pension) is a way for your clients can retire on tax free dollars, but they must make the election NOW! Presentations for individuals, business owners and financial advisors. This is a hot concept that will sell itself. All you have to do is talk about it. Teaser Presentation (3 pages shorter)


EGTRRA - Small Business Retirement Market is Hot! - Employers with 1 to 50 employee have income and retirement needs. EGTRRA provides over 60 provisions for moving employee benefit money into stockholder profits. If ERISA does not fit, then switch the sale to an ILIPP (Indexed Life Insurance Private Pension).


Our Image Building System! - You commit to us, we'll commit to you. This program is aimed at building your 'Professional Image' and increasing referrals from centers of influence.

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Power Web - Your Own Web Page
Press Release
Less than One Minute Pitch
Talking Points
Pre-Approach Letter - Referral Source
Pre-Approach Letter - Prospects
Pre-Approach Letter2 - Prospects
Ad Teasers
ILIPP Presentation
ILIPP Teaser Presentation
LIRO - Triple Treat Presentation
ILIPP Safe Harbor Tax Notes
LIRO - Executive Benefit (coming soon)
What Data to Collect
CPA and Attorney Education
Retire Tax Free - The Book