The Rise & Fall of Spreadsheets
2017 Tax Reference Guide for Annuity Advisors
Tax deadline is April 18, 2017. Make sure to leverage the tax rate information to help create and design plans that are in your clients best interest.Educate your clients on how tax rates will impact their investments.Request Free!
5 Ways to Win Big Under the Trump Administration
5 Ways to Win Big Under the Trump Admiration On January 20, 2017, Donald J. Trump became the 45th President of the United States of America. With this new administration, comes expected changes to many of the financial and insurance services you …
3-Nobel Prize Winning Statistics That’ll Help You Close Millions in FIAs
More than a third of the nation’s largest RIAs lost AUM in the past year. In 2013 it was projected that RIAs would face a season of slower growth and decumulation, and it looks like that season has begun.This huge industry transformation is only beginn…
Target Marketing Financial Services
Target Marketing’s Financial Services newsletter is a monthly email full of marketing tips, interviews, case studies, and advice specifically for marketers working in the financial services industry.Request Free!
Complimentary Whitepaper:The New Language of Permanent Life Insurance
Maybe you’ve been selling permanent life insurance for years, but your tried and true methods seem to be losing their luster. By combining your experience and expertise with the proven language in this guide, you can have more effective conversat…
Financial Services: What’s the Key to Being Customer-Driven?
See how businesses in the financial services industry are utilising Configure-Price-Quote (CPQ) tools to meet the challenges of a new market: one that requires new levels of trust, communication and specialisation in regards to customer and buyer relat…
Financial Services: What’s the Key to Being Customer-Driven?
See how businesses in the financial services industry are utilising Configure-Price-Quote (CPQ) tools to meet the challenges of a new market: one that requires new levels of trust, communication and specialisation in regards to customer and buyer relat…
The Surest Bet In Las Vegas
Agents who have attended this training have written over $7 billion in premium. There is no doubt that our training is the surest bet you’ll find in Las Vegas! Request Free!


