How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)
In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What…
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…
The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57)
Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle!…
Monday Minute – February 5, 2024
Demystify and Simplify Tax Planning This is the time of year when clients need your help with tax planning, so be sure to listen to our recent episode of The Breakthrough Advisor podcast with tax and IRA expert Ed Slott. It’s full of useful advice…
Monday Minute – January 29, 2024
Demystify and Simplify Tax Planning This is the time of year when clients are considering taxes and how best to plan, and we’ve already brought you advice and strategies from experts like Ed Slott and top advisors like Debra Taylor. An easy next step is…
Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56)
Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors…
Monday Minute – January 22, 2024
The Breakthrough Advisor with Ed Slott Our latest Breakthrough Advisor podcast features IRA and tax expert Ed Slott sharing his professional and personal experience with income and estate tax planning for families, and specifically how advisors can position themselves for greater success with affluent families…
Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)
There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president…
Monday Minute – January 1, 2024
Welcome to 2024! This quarter presents one of the biggest advisor opportunities of the year – its tax planning season. And more importantly, there are just 24 months before income and estate taxes are scheduled to increase for your best clients. So, the clock is…
Monday Minute – December 18, 2023
Happy Holidays from InsurMark As we wrap up the year with the holiday season in full swing, we hope you enjoy your time with friends and family. Meanwhile, InsurMark is celebrating our best week in our 40 year history, and rest assured we’re already excited for…