- Monday Minute – March 20, 2023
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 can say goodbye to complicated spreadsheets and tedious data entry. Instead, we will introduce a time-saving app to streamline tax planning. Whether you are a seasoned financial professional or just starting, InsurMark can help you. Contact your Advisor Development Consultant to learn more.
Two For Tuesday
By popular demand, we are making available a replay of last weeks “Two for Tuesday” with our own Jeff Sather. In the previous five years, Jeff has guided advisors and agents nationwide to write over $100 million in Asset Based LTC. Catch the replay, and you will hear about one of the big issues that cause affluent clients to lose sleep and how Jeff can provide you with a winning solution.
Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents.
Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.