The Best Tool for DOL Compliance

Looking for an easy to-use system that will help you comply and thrive under the DOL ruling, no matter what happens next?Register now to watch a preview of a robust platform designed to help agents, agencies, and marketing firms comply with the Departm…

Learn How Annuities Fail – Free Report.

Annuities and tactical money management can work together to accomplish retirement goals and in doing so, double or even triple your closing ratios.  Download this free report and learn how to effectively communicate to retirees where annuities ma…

Stress Test Your Client’s Portfolio

Download this powerful one-page quick quiz and help your clients determine if their existing investment portfolio matches with their investment and risk tolerance.   Over time, your client’s affinity for risk may change, and as a result…

The Definitive Guide to Going Paperless

The case for going paperless is a clear one. Efficiency, cost savings, accurate data collection, organization… the list goes on and on. Even so, many businesses haven’t made the switch yet. Whether it’s the daunting organizational challenge or just not knowing where to start, we’re here to help. Drawing from what we’ve learned working with hundreds of successful businesses in various industries, we’ve compiled our step-by-step guide to taking your business paperless.

Read this guide to learn:

  • 6 key benefits of going paperless
  • How to implement a paperless process, step-by-step
  • Key tools and software to support the switch
  • How to choose the right paperless process for your business

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Top 10 Tips to Create More Time in Your Day

By implementing these strategies into your life (feel free to tweak them in a way that works for you), you will feel less overwhelm and over-commitment, and have more time to do the things you love. That way you can have more fun and get stuff done.&nb…