
Life & Health
RESOURCES
Section 1 | History of Annuities
Section 1 | Sample Conditional Receipt
Section 1 | Total Needs Analysis Worksheet
Section 2 | Glossary
Section 2 | Sample Buy Sell Agreement
Section 2 | Sample IRS Form 8925
Section 3 | Genworth Cost of Care Survey
Section 3 | Glossary
Section 3 | Health Care Comparison Chart
Section 3 | IRA to HSA Worksheet
Section 3 | IRS Publication 502
Section 3 | LTC Comparison Chart
Video Resources
Section 1 | Customer Advocate
Section 1 | Estate Planning Part 1
Section 1 | Estate Planning Part 2
Section 2 | Succession Planning
Section 3 | Long Term Care
Section 3 | Employee Benefits