The 90 Day Marketing Playbook

Would you like to speed up the results of your marketing efforts? Be sure to join us on September 22nd at 10:30 CT when we discuss “The 90 Day Marketing Playbook: How to book more appointments and win more clients with a simple (and achievable) marketing plan.” We will discuss these three items in our upcoming workshop:

  • How to access your current marketing efforts to identify opportunities and weak points
  • How to build a simple, and realistic, 90-day marketing plan to boost appointments and win new clients
  • Real world examples of proven marketing campaigns that advisors can model or launch

You Advisor Development Consultant can help get you registered.

Social Security Plus Office Hours

If you missed our recent Social Security Plus Office Hours, we covered how – regardless of net worth – pre-retirees want to know how much they will get from Social Security. The problem has been that this has meant an expensive, complicated, and time-intensive process.  

It doesn’t have to take more than 5 minutes to answer the first question and get to the next most common question is “Now, what do I do with my 401k?”

We shared three ways to simplify Social Security planning AND how over 100,000 advisors are turning those questions into huge business growth.

Carrier Updates

Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents. 

MYGA Report

Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.