• Home
  • What We Do
    • Create Relationships
    • Advocate
    • Partner
    • Educate
    • Solve problems
    • Serve
    • Underwrite
    • Mitigate
  • Our Why
  • Our Clients
  • Markets
    • Business Planning
    • Family Planning
    • Estate Planning
    • Long Term Care Planning
    • Charitable Planning
    • Income Planning
    • Life Insurance as an Asset Class
    • Annuities
    • Life Settlements
  • Who We Are
    • Our Team
    • Our Culture
    • Causes We Care About
  • Resources
    • IGO/E-App
    • Underwriting
    • XRae
    • Sales Concepts
    • Track Your Cases
    • Sales Materials & Events
    • Forms
    • Carrier Spotlights
    • Quotes
    • Carrier and Industry News
    • Playbook
    • SmartOffice
    • Calculators
Close
  • Home
  • What We Do
    • Create Relationships
    • Advocate
    • Partner
    • Educate
    • Solve problems
    • Serve
    • Underwrite
    • Mitigate
  • Our Why
  • Our Clients
  • Markets
    • Business Planning
    • Family Planning
    • Estate Planning
    • Long Term Care Planning
    • Charitable Planning
    • Income Planning
    • Life Insurance as an Asset Class
    • Annuities
    • Life Settlements
  • Who We Are
    • Our Team
    • Our Culture
    • Causes We Care About
  • Resources
    • IGO/E-App
    • Underwriting
    • XRae
    • Sales Concepts
    • Track Your Cases
    • Sales Materials & Events
    • Forms
    • Carrier Spotlights
    • Quotes
    • Carrier and Industry News
    • Playbook
    • SmartOffice
    • Calculators
Login
  • Sales Concepts
  • Life Settlements 2/2022
  • Client Policy Reviews 3/2022

Life Settlements 2/2022

What is a Life Settlement?

Download PDF
Loader Loading...
EAD Logo Taking too long?
Reload Reload document
| Open Open in new tab

Life Settlements: A Case Study

Click here for the video!

Client Policy Reviews 3/2022

CB Sample Policy Review

Download PDF
Loader Loading...
EAD Logo Taking too long?
Reload Reload document
| Open Open in new tab

2021 Sales Concepts

LTC Tax Analysis 7/2021

Download the Long Term Care Tax Analysis Packet
Loader Loading...
EAD Logo Taking too long?
Reload Reload document
| Open Open in new tab

Alternative Supplemental Retirement Strategy 8/2021

Download Alternative Supplemental Retirement Strategy
Loader Loading...
EAD Logo Taking too long?
Reload Reload document
| Open Open in new tab

Download [358.76 KB]

Legacy Preservation Using IRA Assets 9/2021

Download Legacy Preservation Using IRA Assets
Loader Loading...
EAD Logo Taking too long?
Reload Reload document
| Open Open in new tab

Download [194.39 KB]

Grantor Trusts 11/2021

Resources

Grantor Trust Tax Reform Proposal
Financing Options at a Glance
Private Financing Guide
Comprehensive Split Dollar Guide
Private Financing Sample
Private Financing SILIT Sample

IRA Wealth Transfer 6/2021

Download Wealth Transfer Strategy Packet
Loader Loading...
EAD Logo Taking too long?
Reload Reload document
| Open Open in new tab

Download [282.03 KB]

Download the IRA Wealth Transfer Packet
Loader Loading...
EAD Logo Taking too long?
Reload Reload document
| Open Open in new tab
0 Comments
The life insurance experts for financial advisors.


  • (410) 517-1592
    (800)-445-6256

  •   Fax : 410-363-4152

  • Headquarters:
    18766 John J. Williams Hwy
    Suite 4 -#395
    Rehoboth Beach, DE 19971


The Leaders Group, Inc.

Member FINRA & SIPC.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080.

Chesapeake Brokerage is not affiliated with The Leaders Group, Inc.

Sign up to receive our weekly newsletter!