Visual Resource Library

The Visual Resource Library is an enterprise-based product for insurers, broker-dealers and IMOs, as well as GAs and managers with 25+ agents. Get unlimited access to all 15 modules, which includes over 2,000 tools and reports, for all of your financial professionals.

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See the Heart of the Visual Resource Library

Introduction to the Visual Resource Library

Get unlimited access to all 15 modules, which includes over 2,000
tools and reports, for all your financial professionals.

Explore all 15 modules now by taking our tour.

  • Priority Planning Concepts

    A simple and effective pre-approach to quickly engage clients/prospects and make appointments…includes all tools and tracts.

  • Fact Finders

    Forms for gathering facts about your clients for a variety of personal, business and estate needs.

  • Financial Snapshots

    Financial Snapshots are unique, simple and modular total need analysis calculators.

  • Financial Workbooks

    These worksheets and workbooks can be used with clients to help keep their “financial house” in order.

  • Client Presentations

    Complete e-mailable approach presentations for virtually all personal, business and estate needs.

  • Concept Pages

    Hundreds of e-mailable approaches for personal, business and estate planning reduced to a single page.

  • Life Guides

    These checklists are designed to provide clients and prospects with information and guidance on life events with financial implications.

  • Tax Information

    Answers to tax questions about life and health insurance and annuities with links to the Tax Code.

  • FINRA Resources

    The FINRA website is a resource for retail investors. It can provide your clients with good, credible, and unbiased third-party information.

  • Specimen Documents

    Specimen documents to help your client’s attorney prepare insurance-related documents.

  • Referred Lead Generator

    The RLG is a prospecting engine that provides names of a client’s neighbors. Used to obtain referred leads.

  • Target Market Lead Generator

    The TMLG is a prospecting engine targeting all the doctors, lawyers, etc. in a small city or zip code.

  • Mental Vitamins

    Articles and quotes by “masters” such as Jim Rohn, Zig Ziglar, Brian Tracy, Tom Hopkins and many others.

  • Building Your Practice

    This book identifies the 6 systems a producer needs to succeed and tells how to establish them.

  • Financial Calculators

    A wide array of calculators covering insurance, retirement, investing, personal finance, loan amortization, business and other financial issues.

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