Developed Strategies

  • Structured Bank C.D.’s (Development / Distribution)
  • Structured Sales (Tax Deferral on Capital Gains)
  • Channel Conflict (Competing Distribution Strategies)
  • Non-Forfeiture Laws (D.A.C. Accounting)
  • Annuity to Life (Transfer Strategies)
  • Simplified Issue Life (Direct Mail Term)
  • Premium Asset Trusts (4Q Funding Agreement Strategies)
  • Retail Product Seminars (Production / Copywriting / Training)
  • Development Sales Literature / Marketing Materials / Media Support
  • Rating Agency Reviews
  • Private Letter Rulings
  • Product Promotions (20-45 minute C.D.’s)
  • Asset Allocation Strategies