The Advisor Toolbox

A collection of completely unique tools, services & resources recommended and/or created by the best and most successful advisors nationwide.

Coaching & Training

Team Development

by Pellegrini Team Consulting

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Don’t Go Broke in a Nursing Home!

Become a Million Dollar LTC Advisor.

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TomHegna.com

Don’t Worry, Retire Happy!

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Marketing & Prospecting

Don’t Go Broke in a Nursing Home!

Become a Million Dollar LTC Advisor.

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TomHegna.com

Don’t Worry, Retire Happy!

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Retirement Planning

Social Security Training

Learn how to help your clients maximize their benefits from two of the country’s top Social Security Experts.

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Retirement NextGen Software

Retirement Income Planning Software

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Reverse Mortgages

A retirement cashflow tool you can’t ignore.

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Tax-saving Tools

CRT/CLT/Roth Training & Consulting

This Panel of Tax Planning Experts is here to help

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TaxBot

Never miss another tax deduction.

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