Breakthrough Advisor

Check out the Breakthrough Advisor podcast for enlightening discussions on navigating our ever-evolving industry. Each episode features profound insights and perspectives from industry experts and special guests, like Dr. Kevin Elko, an elite Mindset coach for athletes and business leaders.

Also, don’t forget to explore our Breakthrough Advisor blog for additional articles and resources.

Leading with Longevity Planning

We’ll be hosting an online seminar titled ‘Leading with Longevity Planning – A Guide to Client Conversations’, where we’ll delve into valuable tools for bolstering client relationships and sharing advanced financial planning strategies.

Register now to join us on April 16th 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.