The Ultimate Social Security
Planning Biz Builder
featuring WADE PFAU PhD, CFA, RICP®
America’s Retirement Planning Expert
Ignite Your 2024 Retirement Income Business
Ignite your retirement income business with state-of-the-art tools, tactics, and technology. Get started now with the Ultimate Social Security Planning Biz Builder. >>
It’s FREE, exclusive, and includes:
- World-class training from Dr. Wade Pfau, America’s Retirement Planning Expert: “Social Security Planning: Taxes, portfolio and guaranteed income strategies.”
- Wow your clients and convert more prospects with our innovative Illustration app for Social Security planning trade-offs, the widow’s penalty, longevity risk, and more.
- Learn the two tech tools that increase Social Security Planning webinar, seminar and prospecting results by 20-35%.
- See how advisors grew revenue by 30.9% last year while working fewer hours and spending less with our digital marketing campaigns.
Who Should Attend
All ambitious wealth, life, and annuity advisors will see rapid business growth from these strategies. Time to reboot your Social Security Biz planning.
Don’t miss the launch. GET STARTED NOW >>
LET’S GET STARTED.
If you have any questions or would like additional information about the program, please reach out to assistance@insurmark.net.
ADDITIONAL WEBINARS, PODCASTS, DOWNLOADS
THE ULTIMATE ROTH CONVERSION
Guest speaker Ed Slott July 2021
Rising taxes are a serious threat to retirees and there are few tax planning strategies that can move the needle long-term like a Roth Conversion …WATCH NOW >>
GOING BEYOND ANNUITIES, OTHER VALUABLE RETIREMENT CONSIDERATIONS
Guest speaker Tom Hegna June 2021
Covering everything from retirement income and taxes to life insurance, healthcare, and more. Tom shares his best advice so you too can become …
LISTEN NOW >>
FIA & RILA INDICES: THE GOOD, THE BAD, AND THE UGLY
Guest speaker Laurence Black August 2021
Laurence Black, of The Index Standard, highlights how his organization provides advisor-related unbiased index ratings, forecasts and breaks down …
LISTEN NOW >>
VALUABLE TIPS AND TRICKS TO ENHANCE RETIREMENT INCOME PLANNING
Guest speaker Mary Beth Franklin July 2021
Mary Beth Franklin is a nationally recognized expert in Social Security and Medicare planning …
LISTEN NOW >>