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Monday, June 7, 2021 UFC for Insurance
The $6K Event that Generated $1.7M
A California advisor decided to address this by hosting a private event at the Rose Bowl Stadium for 10 of his biggest prospects... and it was definitely worth his while. Download this report for a creative approach to working with more affluent clients.
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Friday, June 4, 2021 First Income Advisors
How to Protect Your Online Presence
As an advisor its imperative you protect your reputation and online presence. Watch this powerful presentation and learn how to anticipate potential problems and head them off.
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Wednesday, May 26, 2021 First Income Advisors
7 Thought-Provoking Annuity Questions
While there’s no one top way to launch a conversation about annuities, there are some questions that are proven to lead to a thought-provoking conversation about the benefits of a fixed indexed annuity.
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Monday, May 24, 2021 Partners Advantage
Blueprint to Podcast Marketing for Advisors
With this 3-step blueprint, you’ll have a clear plan for using podcast interviewing to build your authority and increase your visibility with top prospects.
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Thursday, April 29, 2021 Signal Advisors
Introducing 1-Click Annual Reviews for Annuities
Get a client-facing report in just minutes. Save time, provide better insight to clients, and uncover new opportunities faster.
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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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