I've Got a Client

Quick solutions to your client's needs

Welcome to the easier, faster way to
identify solutions to your clients’ needs.
Just follow these 3 quick steps. already know what you’re looking for?
step 1 identify needs
Check one or more boxes to indicate your client's needs
Cash/Income Replacement for Family in Event of Premature Death
Liquidity for Estate Settlement Cost
Efficient Transfer of Wealth to Next Generation
Allocation of Lump Sum from Inheritance, Maturing CD, IRA Rollover, etc.
Guaranteed Lifetime Income for Self, Spouse, Parent, Charity, etc.
Immediate Income to Supplement Social Security, Savings, Retirement Accounts
Tax-Deferred Building of Savings/Wealth
Death Protection Plus Supplemental Retirement Income
Fund Business Continuation Arrangement
Liquidate Personal or Business Debt at Death
Retain/Reward a Key Employee
Cash to Offset Impact of Key Employee's Death
Protect against asset depletion due to: Potential Cost of Long-Term Care
Protect against asset depletion due to: Potential Cost of Medical Expenses Not Covered by Primary Health Insurance
step 2 describe client
Answer all questions about your client, to the best of your knowledge
State of Residence
Actual or Estimated Age of Insured
Actual or Estimated Insurability of Insured Help
Actual or Estimated Years to Retirement
Estimated Net Worth, Relative to Average Help
Actual or Estimated Tax Bracket Help
Anticipated Mode of Premium Payment
Actual or Estimated Risk Tolerance
step 3 get suggestions

IMPORTANT NOTE: The purpose of the "I've Got a Client" tool is to provide our distribution partners with possible solutions from the American General Life Companies' life, annuity and A&H product portfolio based upon the needs of their clients as determined by the producer. American General is not recommending a specific product or products, nor is it responsible for any recommendation made by a producer.


Already know what you're looking for?
If you already have a solution in mind for the client in question, check any applicable box(es) below for solutions within the selected product category, and direct access to sales and support materials available for your use.

Policies are issued by American General Life Insurance Company, 2727-A Allen Parkway, Houston, Texas 77019 and The United States Life Insurance Company in the City of New York, 70 Pine Street, New York, New York 10270. The underwriting risks, financial and contractual obligations and support functions associated with the products issued by American General Life Insurance Company (AGL) or The United States Life Insurance Company in the City of New York (USL) are the issuing insurer's responsibility. Guarantees are subject to the claims-paying ability of the issuing insurance company. USL is authorized to conduct insurance business in New York. Policies and riders not available in all states. American General Life Companies, www.americangeneral.com, is the marketing name for the insurance companies and affiliates comprising the domestic life operations of American International Group, Inc., including AGL and USL. IMPORTANT: Prior to soliciting business, be certain that you are appropriately licensed and appointed with the insurer and that the product has been approved for sale by the insurer in that state. If uncertain, contact your American General Life Companies representative for assistance. ©2010. All rights reserved. FOR PRODUCER USE ONLY - NOT FOR DISSEMINATION TO THE PUBLIC.

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Page Last Updated: 01/18/2012

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