Monday Minute – February 26, 2024
Roth Conversions: Success Stories from the Front Lines
This week we’ll be hosting a special session “Roth Conversions: Success Stories from the Front Lines” where we’ll be talking to Tom Duncan from the Advanced Consulting Group at Nationwide.
Tom works with advisors every day and he’ll be sharing the Roth IRA conversion strategies that are working for top advisors in the industry.
Register today at the link below and we’ll see you tomorrow, February 27, 11:00 AM Central.
2023 Employees of the Year
We’d also like to take a moment to recognize our recently-announced 2023 Employees of the Year: Megan Falcon and Lindsey Summerville.
In the last year, they have proven to be the kind of dedicated and service-minded team members that our advisors expect day-in and day-out. We’re proud to have them as part of the InsurMark family.
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.