Files that help you discuss why using ObjectiView is important

This section of the ObjectiView Back Office contains files that are educational in nature. Some are meant to be shared with your clients. The rest have been developed to help you more fully understand and effectively communicate the extraordinary value properly acquiring and professionally managing indeterminate premium life insurance products delivers.

We invite your suggestions as to how to improve these documents and ideas for additional documents we could provide.

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An introduction to Level 5 Underwriting 4.00 KB 0 downloads

Level 5 Underwriting is an industry bypass: it reverses the traditional process by...
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Case Conversation Guide 826.19 KB 0 downloads

Using this guide helps you have effective client and prospective client conversations about...
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Crossing The Great Divide 586.46 KB 0 downloads

What you learn from reading this article provides a powerful starting point for...
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LIPM Annual Report Sample 521.96 KB 0 downloads

The LIPM™ Annual Report The report documents the ongoing performance of someone's...
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LIPM™ Snapshot Sample 476.50 KB 0 downloads

Fulfilling the promise of life insurance at its very best, the LIPM™ Snapshot assesses...
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News Alert: Estate tax law sparks abandonment of billions in valuable assets 252.45 KB 0 downloads

Individuals with a net worth of $5.25 million or less and families with a net worth...
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Objectiview Commercial 8.56 MB 1 downloads

This is a detailed presentation you can use with other advisors or life insurance...
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Short Commercial 2.58 MB 0 downloads

This is a quick presentation you can use with other advisors or life insurance owners...
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Snapshot Info for Advisors 176.81 KB 0 downloads

The LIPM™ Snapshot An introduction for financial advisors who council their clients...
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Snapshot Info for Owners 420.35 KB 0 downloads

The LIPM™ Snapshot This article explains why the LIPM™ Snapshot is important...