Have you heard of “Roth-tober?” Roth IRAs, 401k’s (and Conversions) are all hot topics with clients these days. Added to that are concerns about future raising taxes on capital gains and ordinary income. Now you’re talking big-time opportunities. October historically starts the year-end tax planning…

Have you heard of “Roth-tober?” Roth IRAs, 401k’s (and Conversions) are all hot topics with clients these days. Added to that are concerns about future raising taxes on capital gains and ordinary income. Now you’re talking big-time opportunities. October historically starts the year-end tax planning…

If you want more NEW clients at lower acquisition cost, join our webinar “Drive 400% Revenue Growth from Web Personalization” on October 19th and learn our strategy for making sure you appear at the top of search engines like Google, BING and Yahoo. You should…

Join us this week October 7th at 1:00 PM Central for a live session discussing how to leverage the tax-free benefits of Premium Financing when reallocating assets with high net worth clients. Register now and we’ll see you then! Helping Clients with Understanding Annuities vs…

Now is the time to get proactive with clients and prospects about taxes, Roth IRAs and Conversions. What if we could make Roth Conversions simple to explain and help you identify prospects who are looking for planning help right now around this important topic? Hear…

Roth IRAs, 401k’s (and Conversions) are all hot topics with clients these days. Added to that are concerns about future raising taxes on capital gains and ordinary income. Now you’re talking big-time opportunities. October historically starts the year-end tax planning season. Rather than wait for…

Here at InsurMark, we want to share with you our latest resources that can help you generate conversations with clients about the benefits of life insurance. These tools will help you: Discover your policy’s financial perks Pay fewer taxes in retirement Prepare for health surprises…

It’s hard to believe we are already in September of 2021! Vacations are over, kids are going back to school and it’s time to finish off the year strong! We are in the home stretch – and historically this is the busiest time of year…

If you missed our recent webinar on Social Security Planning – Back to School then be sure to catch our replay below! We shared how top advisors are using Social Security planning to get in front of more affluent clients and prospects. You will hear…

Join us August 26 at 3:30pm CT when we host “Social Security Planning – Back to School.” In this one-hour interactive session our expert panel will share exactly how top advisors are using Social Security planning to get in front of more affluent clients and prospects ….