Demystify and Simplify Tax Planning Are taxes on your client’s mind? If so, please join us tomorrow, March 21st at 3:00 PM Central to learn how to apply a powerful new tool to help you simplify that tax conversation with your most important clients. You…

Two For Tuesday Tune in to our next Two for Tuesday with Jeff Sather to go over sales concepts and solutions leveraging a particular carrier and product that you’re not going to want to miss. Join us at 10:00 AM Central this Tuesday! KaiZen with…

Rethinking Retirement Tax Planning for 2023 and Beyond During this interactive session, Ed shared his 3-year plan for your clients to capitalize on inflation and taxes and his best IRA and retirement tax planning strategies for 2023. BONUS #1: Learn about the tax planning app one…

Rethinking Retirement Tax Planning for 2023 and Beyond During this interactive session, Ed will share his 3-year plan for your clients to capitalize on inflation and taxes and his best IRA and retirement tax planning strategies for 2023. BONUS #1: We’ll share the tax planning app…

Rethinking Retirement Tax Planning for 2023 and Beyond During this interactive session, Ed will share his 3-year plan for your clients to capitalize on inflation and taxes and his best IRA and retirement tax planning strategies for 2023. BONUS #1: We’ll share the tax planning app…

Level Up in 2023 If you missed our recent live Level Up launch event – you could still take advantage of the shared information. This replay features two well-respected thought leaders sharing with you how to accomplish more this year. Contact your Advisor Development Consultant…

Level Up in 2023 If you missed our recent live Level Up launch event – you could still take advantage of the shared information. This replay features two well-respected thought leaders sharing with you how to accomplish more this year. Please contact your Advisor Development…

Clara Office Hours Ask your Advisor Development Consultant about getting started with Clara and how you can join our upcoming Clara Office Hours session this Wednesday, February 1 at 3:00 PM Central. 30 Minute Spotlight: Athene BCA We know you have many annuity product choices….

Level Up in 2023! If you missed last week’s Level Up launch event, well, you missed a good one. But don’t worry, a replay is available when you reach out to your Advisor Development Consultant. Here’s what you missed. Jonah Berger – He’s flat out…

Level Up in 2023! Join us January 17th at 11:00 AM Central for our Level Up event, including:  Plus, we’ll be launching our CLARA. This is InsurMark’s game changing digital-first, human-centric digital annuity platform for wealth advisors. Check out the Clara video using the link…