Roth IRAs, 401k’s (and Conversions) are all hot topics with clients these days. Added to that are concerns about future raising taxes on capital gains and ordinary income. Now you’re talking big-time opportunities.

October historically starts the year-end tax planning season. Rather than wait for your clients to raise the subject, use Roth-tober to kick off those client reviews, referral, and prospecting campaigns.

Join us this Thursday (September 23 rd ) at 3:30 CDT for our webinar “Roth IRA Conversions Simplified.” Our expert panel shares the insider tips and technology for filling your calendar with affluent prospects and building a super cost-effective tax review process. A registration link is below!

National Life Insurance Awareness Month

Here at InsurMark, we want to share with you our latest resources that can help you generate conversations with clients about the benefits of life insurance. These tools will help you:

  • Discover your policy’s financial perks
  • Pay fewer taxes in retirement
  • Prepare for health surprises
  • Get more value for your money

Our Life Insurance Awareness Month Kit also has calculators and marketing pieces that will help you grow your life insurance business.

Ask your Life Advisor Development Consultant for access.

Social Security Planning

When was the last time your social security solution led you to uncover $700,000 in new assets? If you missed our recent virtual meeting on Social Security Planning then be sure to catch the replay below!

We shared how top advisors are using our unique Social Security planning platform to get in front of more affluent clients and prospects. You will hear about the latest technology and sales strategies for converting an increasing share of the retirement money in motion!

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.