- Available Riders – Permanent Products – A summary by Core Carrier of the various riders available on permanent products.
- Loan Rescue: 1035 Exchanges With Outstanding Loan – While the true “loan rescue” products of the past are close to extinction, there are many sales to be had if we can find more favorable terms for a heavily loaned contract. This resource will get you headed in the right direction from a carrier and product standpoint.
- Premium Financing Guidelines – A summary of the AIN Core Carrier’s minimum requirements for Premium Finance cases. Given the complexity of this subject, a quick call to the Member Services Team is recommended as well before submitting a case formally or informally.
- Return of Premium Rider Details – Return of Premium features add flexibility and open up insurance planning conversations instead of simply taking the order. Keep tabs on the nuances of these riders with this spreadsheet.