We recently successfully launched our Ultimate Social Security Biz Builder program! Dr. Wade Pfau kicked it off for us and then Mary Beth Franklin, one of America’s top social security and Medicare planning experts, joined us to discuss “re-thinking our social security planning” from timing to tax planning, as well as additional unique planning opportunities.

On our webinar, Mary Beth Franklin discussed how to:

  • Convert more prospects with our innovative Social Security Plus software that will take the “guesswork” and uses intelligence to illustrate the optimal planning options.
  • Learn the digital tools that are increasing results from Social Security Planning seminars and events by 20-30%
  • See how advisors grew last year by 30.9% with our digital and social media programs.

Ask your Advisor Development Consultant for a replay of this webinar and our Ultimate Social Security Biz Builder Series. 

The Breakthrough Advisor on National Annuity Awareness Month

This week, our Breakthrough Advisor Podcast features Tom Hegna. It’s a great session, and we talk about National Annuity Awareness Month.

We have many resources and tools you can share to help you educate clients and also the media about the benefits of annuities. Please contact your Advisor Development Consultant for more information.

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.