Monday Minute – February 12, 2024
The Great Money in Motion Tsunami
You might have heard about the Great Wealth Transfer, but did you know that there will be over $72T in generational wealth transferred over the next 20 years, not to mention $48T in boomer asset liquidations and over $50T in new Gen X savings and investments? All of that money-in-motion is unprecedented.
Join us for “The Great Money in Motion Tsunami” with Tom Hegna as he shares what steps should you be taking now to position your clients and their families, how your sales and marketing strategies have to change for you to succeed and much more.
Register now to watch live on Wednesday, February 14th at 11:00 AM Central.
There will be no replays. This is an exclusive one-time live event. Don’t miss it.
Advisor Mentorship Podcast with Jeremy Bickler
Join us for this episode of the Advisor Mentorship Podcast, where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW’s innovative Kaizen life insurance plan.
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.