We recently successfully launched our new Ultimate Roth IRA Conversion Biz Builder series! This is a real GAME CHANGER! Here at InsurMark, we have simplified the process for you to attract new Roth Conversion assets. We started off the series by educating advisors about the opportunity and pitfalls to avoid. We then shared a software solution that is very easy to align your client/prospect to the Roth conversion opportunity. Then we had a webinar about case design best practices! Some of these topics were:

  • President Biden’s Tax Plan Overview – how it is bringing Roth Conversions to the forefront of planning conversations.
  • Roth Best Practices, tactics and tax tips
  • How we are illustrating using Curt & Connie Conversion as our
    clients

Replay links are available so be sure to ask your Advisor Development Consultant about our Ultimate Roth IRA Conversion Biz Builder Series.


Replay: Thriving Under the New DOL Fiduciary Rules webinar

Are you compliant with the new Department of Labor Fiduciary Rule that went into effect on February 16 th ? Be sure to ask your Advisor Development Consultant for a replay of a webinar we did that looked back at the rule, it’s history and timelines as well as some best practices for how to comply with the rule. We are here to help and serve you so be sure to catch the replay!


Replay: Premium Finance Discussion

Were you able to join us last week on our webinar on premium finance cases for life insurance cases? If you missed it, a replay link is below where we discuss:

  • Who your target client should be
  • Learn about the process of premium finance
  • How long is the typical case and insurance carriers we use
  • How InsurMark can help you deliver on these cases

Carrier Updates and MYGA Report

Remember to check the Carrier Updates page for the latest news and announcements from insurance carriers, including links to resources, webinars and helpful documents. 

Our MYGA Report also gives you the highest 3, 5, 7 and 10-year interest rate guarantees.