Monday Minute – August 22, 2022
Longevity Conversations That Work
Our recent webinar with Dr. Wade Pfau discussed how to personalize retirement income strategies based on a consumer’s personalities. This opens up a great opportunity to differentiate yourself with affluent clients concerned about outliving their assets. Your ADC can help get you a replay so be sure to ask them!
The InsurMark Founder’s Club
InsurMark founder Steve Kerns recently announced the InsurMark Founder’s Club. Membership to this exclusive group is based on annual sales results, and only Founder’s Club members will receive an invitation to the Founder’s Club Experience.
The Founder’s Club Experience is a two-day in-person event here in Houston next March where members will get exclusive access to industry-best processes, coaching, networking and MUCH, MUCH MORE!
Social Security Plus Office Hours
Our next Social Security Plus Office Hours happens on Wednesday, August 31st at 3:00 PM Central. We’ll take a dive into engaging with the tsunami of new retirees using our super easy to use planning app. And we’ll show you how over 100,000 advisors use it as a gateway to large IRA rollovers. Join us!