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Phoenix Professional Tower
3033 N. Central Ave. Suite 435
Phoenix, AZ 85012

888.939.0135 Toll Free
602.795.6270 Local
602.795.6705 Fax

Info & Education

2006 Tax Update

529 Plan

72T

Buyer's Guide to EIAs

Charitable Gift Annuities

ESOP

Estate Tax Chart

Estate Tax of Famous People

Investment Pyramid

IRAs Compared

IRS Upcoming Tax Law Changes

Life Expectancy Tables - 1980

Life Expectancy Tables - 1986

Roth IRAs

Rule of 72 and Rule of 115

Ruling by Intimidation

Single Life Table

Split Annuity Compared to CD

Uniform Life Table

Producer's Corner

Brainsharks

Brainsharks are on-demand rich media presentations about various products and services offered
by some of our top carriers. Watch, listen and learn at your convenience. Some of the carriers participating include:

Critical Care and Critical Care MVP

OptiPoint/OptiPro Client Approved CD Rom
Professional Analysis and Review Training

Accumulation Universal Life
All-State Treasury Linked Annuities
Allstate Treasury-Linked Annuity - Customer Approved
AssetMax
Legacy Secure SL
Savers Index Annuities
Sure Horizon
Single Employer Welfare Benefit Plan Training
Single Employer Welfare Benefit Plan
Single Employer Welfare Benefit Plan - Customer Approved
TrueTerm Term Life Insurance
TrueTerm Term Life Insurance - Customer Approved

Contact:

Phoenix Professional Tower
3033 N. Central Ave. Suite 435
Phoenix, AZ 85012

888.939.0135 Toll Free
602.795.6270 Local
602.795.6705 Fax

Steve Lance, President
Phone ext. 101
slance@lancemarketing.com

Bill Scholz, Life and Annuity Specialist
Phone ext. 103
bscholz@lancemarketing.com

Catherine Lance, Sales & Marketing Coordinator
Phone ext. 106
clance@lancemarketing.com

Andy Cockrell, VP Sales & Marketing
Phone ext. 104
andy@lancemarketing.com

Phoenix Professional Tower  ·  3033 N. Central Ave. Suite 435  ·  Phoenix, AZ 85012
T: 1.888.939.0135  ·  F: 602.795.6705
Email: Info@LanceMarketing.com  ·  W: www.LanceMarketing.com

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