MARKETING Biz Bucks Reimbursement Program Does your current IMO relationship reimburse you for all or part of your marketing expenses? Growing your business requires investing in effective marketing solutions, and our Biz Bucks reimbursement program allows you to invest in your business at no additional cost. Biz Bucks can be used to cover the cost […]
Sales Growth and Strategy Series Most of your clients will have a need for long-term care in the future, but not all have a plan to cover the cost. There are many strategies to help clients cover long-term care expenses, while still keeping their financial plan on track. In this webinar, learn how top producers
MARKETING Seminars are paving a new path While existing client business remains the largest contributor overall growth, the most meaningful gains year over year are concentrated in referrals and workshops, signaling a continued move toward relationship-driven and educational growth strategies. Educational and event-based channels continue to gain traction, with dinner seminars (12.9%) and workshops (12.2%)
MARKETING Succession Planning Opportunities Buy-sell agreements not only address succession needs, but also can create meaningful life insurance and planning opportunities. Designing an Effective Buy-Sell Agreement takes a deep dive into considerations and best practices for designing an agreement that meets your clients’ specific goals. Reach out to your Advisor Development Consultant for our report that
MARKETING Bring Your Story to Life with Professional Video Ready to captivate your audience? Simplicity InsurMark offers premium video production designed to help you share your story, connect with clients, and elevate your practice. Forget the hassle of DIY recording. We provide high-quality studio equipment and compliance-approved scripts (both pre-approved and custom) to ensure you
Buy-Sell Agreements Masterclass February 24th, 1:00 PM Eastern MARKETING SWAG Network and Coaching Stop Competing on Products. Start Winning Clients With Tax, Estate, and Retirement Strategies They Have Never Seen. A 6-week coaching program for financial advisors and insurance-focused advisors who want to become the “quarterback” for affluent families and pull assets away from wirehouses,
MARKETING SWAG Network and Coaching Stop Competing on Products. Start Winning Clients With Tax, Estate, and Retirement Strategies They Have Never Seen. A 6-week coaching program for financial advisors and insurance-focused advisors who want to become the “quarterback” for affluent families and pull assets away from wirehouses, robo platforms, and commodity advisors. Reach out to
Ten Estate Planning Mistakes Many families unknowingly rely on estate strategies that can lead to probate, increase tax bills, and leave assets vulnerable to outside threats. Join us on January 28th at 11:00 AM Central for a look at the critical mistakes that can dismantle a legacy and actionable insights on how to protect your
2026 Taxes, Medicare and Benefits Update The 2-page update contains information for people that are working, receiving Social Security benefits, receiving Supplemental Security Income (SSI), or are on Medicare 2026 Social Security Changes Approximately 72.5 million Americans will see an increase in their 2026 benefits. What does this mean for your clients? 2026 Tax Summary
MARKETING Mini Audio Seminar Series to Explode Client Acquisition Get Authority. Get Trust. Get Clients. An Authority Positioning Portfolio® Optimizes Your Current Marketing, Boosts Conversions of Purchased Leads, and Makes Filling Seminars a Breeze – So That You Go From Invisible to Invincible! Three program levels are available. Contact your ADC for details. SALES Sharpen your
