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Sample Cases & Contents

Browse the entire Table of Contents for our Technique Books:

Life Insurance Products - 133 Techniques
Estate Planning - 141 Techniques
Business Planning - 66 Techniques
Retirement Planning - 128 Techniques
Family Financial Needs - 100 Techniques


Also see our exclusive presentation of information by viewing these sample techniques in PDF format --
you'll see why thousands of financial professionals never leave their office without The Kugler System:

Estate Planning Technique: QTIP vs. QDOT
Business Planning Technique: Structuring an Irrevocable Life Insurance Trust To Purchase Your Co-Stockholder’s Business Interest
Retirement Planning Technique: Outright Distribution to Surviving Spouse vs. Accumulation QTIP Trust Arrangement
Life Insurance Product Technique: Tax Aspects of a Partial Surrender on a Section 1035 Exchange with a Built-In Gain to Extinguish a Policy Loan
Family Financial Needs Technique: Determining Life Insurance Need Assuming Death of Primary Income Earner
Sample Lesson Diagram from our Online Continuing Education course development program