Variable Life Insurance
Exclusive analysis from a policy rather than a mutual fund standpoint. All the material the other guys (Morningstar, et. al.) do not have! Available in April/May and then in September/October.
Survivorship Life Insurance
Essential for anyone selling in the estate planning market. Includes universal, whole, and variable products. Two Editions available in May/June and November/December.
Universal Life Insurance
Emphasis is on discerning of overall policyholder value, including at higher face amounts and older ages. Extensive research includes both fixed and indexed products Two Editions available in January/February and July/August.
Whole Life Insurance
Whole life as it is actually purchased and used, rather than from an academic point of view. The best resource on the topic. Available in March/April.
We offer seven software installments in all and will help you craft a custom subscription. Select only the editions you need - pick releases already out and ones coming up.
The more you subscribe to, the more you save!
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| States Available | AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, DC, WV, WI, WY |
| Provider Type | General Agency |
| Carriers | Varies |
| Carrier Ratings | A+ |
| Commission | Varies |
| Min Premium | |