Agents Resources: Helpful Links | Software Download | Marketing Resources
The Palmer Agency is dedicated to providing timely marketing resources from our carriers to help you grow your business. Please check here often for marketing guides. Adobe 8.0 or newer is required for all forms, any older version of Adobe WILL NOT PRINT CORRECTLY. Click here to download.
The 3 Year Rule

Avoiding the 3 Year Rule

1035 Exchange

1035 Exchange Guidelines

Marketing to Women

Women and Financial Needs

Life Insurance in Retirement

10 Reasons

Insurance and Charitable Giving

Charitable Giving

Selling Life Insurance

Put the Emotion Back

Selling to Business Owners

Buy Sell Insurance

Key Man Insurance

Permanent Life Insurance

Permanent Life Client Profile

Life Insurance

Permanent vs Term

Field Underwriting Guide (Requires Adobe Reader 8.0 or newer. Click here to download.)

The NAILBA Field Underwriting Guide