Monday Minute – May 23, 2022

20 Minute Spotlight: Social Security and the Plan Gap Benefit Our recent 20 Minute Spotlight discussed PlanGap tools and solutions that you can used to help your clients navigate and address upcoming changes to their Social Security benefits. Watch the replay now to find out…

Monday Minute – May 2, 2022

Lunch & Learn: Asset-based Long-term Care for Affluent Clients Join us for virtual lunch and learn this Tuesday, May 3rd to hear from Don Quante, who is a lifetime MDRT Top of the Table member and creator of the Million Dollar Advisor Platform. He will be sharing how…

I WANT TO MAKE 2022 MY BEST YEAR!