Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52)
Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode,…
Monday Minute – October 23, 2023
Keeping the Tax Man Away Join us tomorrow for our session “Keeping the Tax Man Away” to hear how our guest Debra Taylor helped take one of our top advisors to the next level by adding tax planning to his business. You’ll find out why…
Monday Minute – October 16, 2023
The New Bull webinar replay Our friends at Alliance for Lifetime Income introduced a groundbreaking program that’s bringing advisors a 25% to 50% increase in their business by giving you the tools to identify the most likely buyers looking for protected income solutions. Once identified,…
Monday Minute – October 9, 2023
Two for Tuesday Have you ever wondered what the best of the best are doing to attain high levels of success? Could you use an extra $240,000 a year in income? Join our asset-based long-term care expert Jeff Sather for the best ideas, concepts and…
Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)
There’s an emerging opportunity gap where 75% of boomers would like more protected lifetime income but only 33% say they hear their advisors talk about it.
Monday Minute – October 2, 2023
The InsurMark Family Reunion is one of our most-anticipated events of the year when our top advisors from across the country come together to celebrate their success, and it’s happening this month! If you weren’t able to join us this year, there’s still plenty of time to qualify…
Monday Minute – September 25, 2023
Life Insurance Awareness Month may be coming to an end, but we continue to bring true end-to-end platforms to help get your life insurance business issued and paid faster. As we strive to bring you the most effective resources, technology and marketing programs, we’ve also recently added some…
Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)
The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter. In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to…
Monday Minute – September 18, 2023
Life Insurance Awareness Month with Policygenius Pro Find out how much Policygenius Pro can help you save time and increase revenue by outsourcing your term business. This turnkey system can streamline your life business with a simple link on your website that clients can initiate…
Monday Minute – September 11, 2023
Simplify your life sales process with Ensight The latest tool our advisors are finding useful is Ensight. This is our proprietary point of sale tool that allows our advisors to simplify the life insurance sales process, clarify the benefits of life insurance while providing a…