1. page 1
Why Whole Life?
Businesses want and need guarantees and at the same time, they require flexibility. MTL’s
Participating whole life provides both.
• Guaranteed death benefit, income tax free
• Build up of guaranteed, tax deferred cash values
• Financial flexibility and options
Why MTL?
• Coventry II is the ideal product for business planning: built in guarantees, history of strong
performance, numerous plan options.
• Abundance of FREE resources for producers:
• comprehensive training
• marketing materials
• access to online systems
• legal consultant, Friedman and Downey, and
• our on-staff, dedicated business planning specialist , Rich Weizorick
MTL Means Business Logo here
Headline: Small Business means BIG opportunity!
Sub head: More clients, new cross-sell opportunities and increased revenue
What is MTL’s Business Planning Concepts program?
Business Planning Concepts from Mutual Trust Financial Group is a complete program designed
to help insurance producers succeed in selling whole life insurance for business planning.
Producers use MTL’s signature whole life product, Covenant II to design solutions for the
following business needs.
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Note: I’m thinking this opening
page could follow the format of
the IMO flyer, showing the BPC/
MTFG branding at the top and
the info graphics along the side.
Maybe use the same header
throughout the presentation?
Business Continuation:
• Buy-Sell Agreement
• Key Person Insurance
• Section 162 Executive Bonus
Employee Recruitment and Retention:
• Voluntary Deferral
• Matching Deferral
• Supplemental Executive Retirement (SERP)

2. page 2
Headline: Here’s how we support you — every step of the way!
Personalized Plan Design and Advanced Consulting
• Rich Weizeorick, FLMI, PCS, MTL’s Senior Sales Support Specialist and Coordinator of the Business Planning Concepts Program, is available for
assistance with case planning and design during normal business hours. Contact Rich at 800-323-7320, ext. 5309. Show Rich’s photo?
• The law offices of Friedman & Downey, PC, is available for advanced consulting on tax and legal aspects of the financial plan that you can
share with your client’s CPA, attorney and other trusted advisors. Show Friedman & Downey logo?
Online Resources (Wherever possible show screen shots of the various online resources)
• AMO: Advanced Markets Online provides the essential technical information you need to work in the business market. Use it to find a specif-
ic fact or browse through a network of integrated information
• Advanced Presentation Software enables you to develop compelling consumer presentations and client-specific illustrations using MTL
products.
• MTL University (MTLU) Courses
• Check out MTL University on the Agent Web Site for an ever-growing list of online courses covering all facets of business planning concepts.
Some popular courses include:
• BPC Business Continuation: Buy-Sell Insurance
• Identifying Estate Planning Needs in 2012: How to Advise Individuals and Business Owners Amid a Sea of Change
• BPC Key Person / Executive Bonus Course
• Webinars
• Stay up to date on hot topics related to business planning with courses and webinars delivered by our Business Planning Concepts Special-
ist and other guest presenters.

3. page 3
Headline: MTFG paves the way for your success
Subhead: Producer Tool Kit helps you start right and finish big
Note: Show thumbnails of pieces sized with enough readability that the viewer can get an idea of the value of the pieces. Maybe
show a spread from the producer guide interior?
• Producer Tool Kit
• Business Planning Concepts Producer Guide
• Business Planning Concepts Fact Finder
• Business Planning Concepts Checklist
• Business Planning Reference Guide

4. page 4
Headline: Prospect for clients and present business planning solutions with confidence
Subhead: Engaging, informative marketing materials help make the sale
Note: Show thumbnails of pieces sized with enough readability that the viewer can get an idea of the value of the pieces. Maybe
show a spread from the consumer brochure interior or close up of personalized product concepts?
• Consumer sales brochure, featuring case studies of business planning solutions
• Business planning brochures
• Business Continuation Planning and Whole Life Insurance
• Non-Qualified Deferred Compensation Plans and Whole Life Insurance
• Personalized product concepts
• Insurance forms, applications and underwriting forms all available for easy download from the Agent Web Site.

5. page 5
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Learn more about MTL’s Business Planning Concepts and Get Started Today!
• Attend a Business Planning Concepts webinar Link to AWS registration page?
• Check out the wealth of resources on the Mutual Trust Agent Web Site
Link to BPC landing page on AWS?
• Request a Business Planning Concepts Producer Tool Kit Link to materials?
• Contact Rich Weizeorick at 800-323-7320, ext. 5309
or weizeorickr@mutualtrust.com Make this a live link to Rich’s email?
Note: We may want
to link these items
to the various plac-
es on the website:
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