Demystify and Simplify Tax Planning

This is the time of year when clients are considering taxes and how best to plan, and we’ve already brought you advice and strategies from experts like Ed Slott and top advisors like Debra Taylor.

An easy next step is to learn about the tools and technology that has helped our existing advisors double their average assets per client.

The worst mistake you could make is to assume that you do not have a voice around your client’s tax planning concerns. 

Join us on January 31st at 11:00 AM Central for “Demystify and Simplify Tax Planning” to learn about the technology, marketing, and sales tools that are helping financial advisors level up their business.  Register today with the link below or ask your Advisor Development Consultant for more information.

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.