Celebrating Memorial Day This Memorial Day, we want to take this moment to honor our service men and women who have given the ultimate sacrifice so that we may live in freedom in the greatest country in the world. Perhaps you have walked among the…

Best Practices To Achieve Growth Discover strategies established by research and proven by experience in four key areas of business. Access resources to help enhance the clients’ experience and deliver valuable solutions in today’s uncertain markets. Join us May 25, 2023 at 1:00 PM ET. Carrier…

Turbocharge Your Sales Results with Video Selling This recent session discussed how top advisors are using personalized videos to take potential clients and make them REAL clients. If you are curious to learn what the best are doing with video emails and the science behind…

Two for Tuesday Join our ABLTC Advisor Development Consultant Jeff Sather for this month’s Two for Tuesday session discussing sales concepts and positioning asset-based long-term care product at point of sale with your customers. Whether you’re just introducing ABLTC to your business or looking to…

Simplicity University – Life Insurance Training Join us tomorrow for Simplicity University to discover the latest resources available to grow your life insurance business, gain knowledge and create additional opportunities to educate clients on the importance of life insurance in a holistic plan. We will…

Our life insurance team has the most innovative software that will simplify the illustration process by using only ONE set of inputs – that lead to a simplified client illustration – using multiple insurance companies for comparative purposes. This software will help you illustrate the benefits…

Video Selling for Advisors: Unlocking the Power of Personalized Videos If you missed our training session last week “Video Selling for Advisors: Unlocking the Power ofPersonalized Videos” – it had a very large attendance and you can still catch a replay. We shared actual experiences…

Two for Tuesday with Jeff Sather On Tuesday April 11 at 10:00 AM Central, join our asset-based long-term care expert Jeff Sather and special guest Alyssa De La Cruz, Carematters Wholesaler from Nationwide for a look at: Video Selling for Advisors: Unlocking the Power of…

Video Selling for Advisors: Unlocking the Power of Personalized Videos Many of our guests at the recent Founder’s Club Experience commented on how powerful videos can be with clients and prospects. “The Bitter Pill” from Jeff Sather and another one of our top attendees storyvideos…

Demystify and Simplify Tax Planning Did you miss our webinar last week on “De-mystify and simplify Tax Planning?” You can still catch a replay! 95% of affluent families expect tax planning advice from their financial advisors. Only 25% say they are receiving it. That spells…