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Contracting Transfer Policy
9/13/2024
Reid Tattersall
To respect all parties who contribute value by bringing agents onboard to BackNine and servicing them, the following policies are currently in place. Transferring uplines The following is needed to s
Planning Techniques & Education
9/10/2024
Kevin Krause
1. KaiZen & Premium Financing: 2. Annuity Arbitrage: 3. College Tuition Reimbursement: 4. Section 162 Bonus Plans 5. Life Insurance Loan Rescue 6. Pension Rescue 7. Guaranteed Issue for Corps 8
SaaS Onboarding
9/5/2024
Reid Tattersall
For SaaS users, the following carriers require the agent's GA code in order to pass validation. Please email your GA code to
[email protected]
. Banner Life Pacific Life Savings Bank Life Insurance
Webinar: Fee-Based Annuities for Financial Planners and RIAs
9/4/2024
Matt Gozdecki
@youtube Imagine getting a fact sheet on a fixed-income fund with the following profile: -0% expense ratio -The fund had never had a down year -The fund had trailing returns of 7.5% over the last 3 y
Simple Way to Present KaiZen Webinar - 8.29.2024
8/30/2024
Kevin Krause
Webinar Video