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Monday, April 26, 2021 Partners Advantage
Social Security and Tax Strategies Presentation
Reveal important factors to an appropriate claiming decision in your next in-person or virtual event.
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Monday, April 26, 2021 First Income Advisors
10 Tips to Cut Your Clients Tax Bill
Help your clients avoid unpleasant tax surprises following these tips and strategies. Some may require extra time and a tax professional but could be worth the extra effort.
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Friday, April 23, 2021 UFC for Insurance
How To Help Wealthy Clients Avoid Creeping Tax Increases and Create A Debt-Free Legacy
In the face of uncertain economic and legislative circumstances, it's critical that financial advisors and CPAs pursue innovative solutions to help wealthy clients secure a debt-free legacy. We'll show you how.
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Friday, March 19, 2021 Signal Advisors
5 Things Advisors Need To Do To Prepare For Best Interest
"Best interest" rules on annuity sales are coming to a state near you (NAIC Reg#275). Download your free report and ensure you and your practice are protected!
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Monday, March 15, 2021 Partners Advantage
Client Facing IUL Presentation Ideal for Today's Environment
Download a preview of our client-facing IUL presentation and show your clients how to address their retirement risks.
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Thursday, March 4, 2021 Partners Advantage
Be Seen as the Obvious Choice to Prospects
Right now, your best prospects don’t know you exist. This NEW done-for-you authority marketing package changes that. Preview the book, “Social Security: The Cornerstone of Retirement Income.” It can be licensed in your name and is just one of several authority-boosting assets included.
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Tuesday, February 23, 2021 The Revolution
The Industry's Best Annuity Sales Training is Back - And Better Than Ever
Join us for this once in a lifetime opportunity to learn from dozens of $10M, $15M and $20M producers.
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Tuesday, February 16, 2021 Ooma for Insurance Agents
Improve 'Work from Home' Productivity and Safeguard Your Business as it Evolves In the Future
In 2020, the percentage of people working from home has increased to over 66%. Download this whitepaper and learn some easy and cost effective ways to stay competitive, attracting and keeping top talent and enabling them to work remotely.
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Wednesday, February 10, 2021 Partners Advantage
See How You Can Position Yourself as an AUTHORity on Retirement Income Strategies
Right now, your best prospects don’t know you exist. But with the Retirement Income Authority program, you have an exclusive opportunity to position yourself as an authority on retirement income strategies and get noticed by your ideal clients.
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Tuesday, February 9, 2021 First Income Advisors
IRS Tax Updates for 2021
Here's your handy reference on the most important annual changes coming this year.
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Monday, February 8, 2021 First Income Advisors
IRA Contribution Limits for 2021
Download this fact sheet and find our if your clients are eligible to save for 2021.
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Friday, January 29, 2021 My Elite Advisors
Stop The "Incumbent Advisor" From Killing Your Sales
Download your FREE sales script and learn how to STOP losing deals to incumbent advisors (or spouses, CPA’s and family members) ever again.
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