Marketing Pieces

Business Succession

• CBIZ Life – Buy Sell One Pager
• Buy – Sell Agreement Comparison
• Business Succession Planning
• Need a Loan for Your Business?  Life Insurance can Help.
• Buy Sell Example
• Cross Purchase Buy Sell Flyer

Life Insurance

• Life Insurance for Every Stage of Your Life
• Pay for College with Life Insurance
• Life Insurance for the Millennials
• Supplemental Retirement Income with Life Insurance
• Is Your Employer Life Insurance Enough?
• JH Vitality Flyer
• Meet Sarah JH Vitality Case Study
• Women are Still Underinsured for Life Insurance

​Life Insurance Personal Stories

• Protection is Paramount
• You Need to Be Prepared - Jason's Story
• His Final Gift - Anne's Story

Policy Review

• It May Be Time to Upgrade Your Life Insurance
• Policy Review
• A Policy Review at any Age is a Good Thing
• Policy Loan Rescue Case Study

Long Term Care

• Life Insurance with a Long Term Care Rider
• Long Term Care Solutions

Deferred Compensation Plans

• Value Your Employees with Non-Qualified Deferred Compensation Using Life Insurance

Estate Planning Solutions

• Private Split Dollar
• Charitable Giving

Key Person 

• Protect Your Business with Key Person Insurance
• Key Person Case Study Flyer
• Key Person Case Study Using Life Insurance

Fact Finders

• Business Fact Finder
• Individual Fact Finder