Are you compliant with the new Department of Labor Fiduciary Rule that went into effect on February 16 th ? Join us tomorrow at 11:00 CST where you can learn about the rule and some best practices on how to comply.

Ultimate Roth Conversion Biz Builder

We recently launched our Ultimate Roth 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. Ed Slott, America’s IRA Expert, kicked us off with educating us about the opportunity and pitfalls to avoid. Steve Goldstein with Thomas Gold Solutions, shared our ROTH Conversion software solution. And just last week we hosted a webinar to discuss case design best practices!

Ask your Advisor Development Consultant for more information.

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.