3 Mark Salt Lake | Simplifying the Life Brokerage Experience for Independent Advisors

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  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires

VIDEO LIBRARY

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Below you’ll find 50+ short videos on a wide variety of financial planning topics. Each video uses scientifically proven communication techniques to neurologically engage the viewers attention and psychologically influence the viewers interest, which studies have shown make these videos as much as 4x more effective than slide presentations. Each video presents the viewer with a financial security problem that can either be prevented or resolved or with an insurance or annuity solution, without reference to any specific product or company. These videos are consumer approved and can help you earn your consumer’s trust while helping them understand their need for an insurance solution to their financial problem

​Life:

Life (cont):

annuities

​Benefits

  • Key Person
  • Buy/Sell Funding
  • Safe Money Contracts
  • Executive Bonus
  • Salary Continuation
  • Business Equity Transfer
  • Estate Tax Liquidity
  • Insurance Financing
  • Lifetime Tax Strategy
  • Taxes, Risk and Fees
  • IUL Retirement Plan
  • Whole Life Retirement Plan
  • IUL Cash Reserve
  • Whole Life Cash Reserve
  • IUL w/ Living Benefits
  • Private Equity Banking
  • Home Equity Transfer
  • Professional DI
  • Estate Planning
  • Living Trust
  • Special Needs Trust
  • Life Settlement
  • One Pay Life
  • LTC Life
  • College Funding
  • Pension Maximization
  • Family Life Protection
  • Mortgage Protection 
  • Living Benefits
  • Final Expense
  • Universal Life
  • Par Whole Life
  • Annuity Primer
  • Safe Money Contracts
  • Indexed Annuity
  • Withdrawal Guarantee
  • Retirement Questions
  • 412e3 Pension
  • Roth Annuity
  • Income Annuity
  • Split Annuity
  • Annuity Laddering
  • Rollover Annuity
  • IRA/RMD Conversion
  • CD to Annuity
  • Annuity Exchange
  • LTC Annuity
  • Longevity Annuity
  • Annuity Buckets
  • Voluntary Benefits
  • Section 79 Group Lif

Health

  • Disability Income
  • Professional DI
  • Long Term Care