Monday Minute – May 13, 2024
Tax Planning with Debra Taylor
Join us on May 16th for “Tax Planning: Your Business Growth Accelerator for 2024 and Beyond” with special guest and seasoned tax planner Debra Taylor.
In this session, we’ll be discussing how integrating tax planning can drive your business growth, how to build a service calendar with tax planning as a cornerstone, 12 critical points every advisor should review on client tax returns, the benefits and timing of Roth conversions for your clients, and much more.
Breakthrough Advisor podcast with Robert Sofia
The latest episode of the Breakthrough Advisor podcast, “How 6,000 Advisors Solved the Growth Puzzle,” features Robert Sofia exploring the factors contributing to the success of select firms. It also features three potent strategies for lead generation and client conversion—all backed by real-world data.
You’ll discover the digital marketing tactics that propelled 6,000 advisors to crack the growth puzzle. Plus – the dynamic impact of event marketing, and the importance of understanding your niche and tailoring your strategy accordingly.
Advisor Mentorship Podcast
Be sure to check out the Advisor Mentorship Podcast for more insights, analysis and useful resources from industry experts and the InsurMark team.
Learn how to elevate your game with our very own Jeremy Houser as he discusses proven systems and processes to successfully build a 21st century advisory practice. Discover how developing a work-life balance is not only possible but achievable.
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.