Keeping the Tax Man Away

Join us tomorrow for our session “Keeping the Tax Man Away” to hear how our guest Debra Taylor helped take one of our top advisors to the next level by adding tax planning to his business.

You’ll find out why tax planning is a must for your clients, including ten tax planning tips for pre-retirees, five tax “gotchas” to watch out for, and the importance of focusing on distribution planning.

You’ll also learn how to best leverage the Holistiplan system to attract and convert new high net worth clients. 

Sign up now at the link below and we’ll see you tomorrow Tuesday, October 24 at 11:00 AM Central.

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.