Monday Minute – March 11, 2024
How to Wire Your Mindset for Success with Dr. Kevin Elko The latest episode of the Breakthrough Advisor podcast features renowned sports psychologist, mindset coach and Founder’s Club Experience speaker Dr. Kevin Elko. Listen in as Dr. Elko discusses transformational IQ, the power of self-talk,…
Monday Minute – March 4, 2024
InsurMark Founder’s Club Experience in Nashville This year’s Founder’s Club Experience is underway in Nashville! Our top advisors are here to share their experiences and best practices, and our carrier partners and industry experts are bringing the latest solutions and training to level up their…
Monday Minute – February 26, 2024
Roth Conversions: Success Stories from the Front Lines This week we’ll be hosting a special session “Roth Conversions: Success Stories from the Front Lines” where we’ll be talking to Tom Duncan from the Advanced Consulting Group at Nationwide. Tom works with advisors every day and…
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…
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…
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…
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…