The Advisor Toolbox

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

Overview of our most popular resources:

Coaching & Training

Free Consultation with Rao Garuda

Are you interested in making more money, making your client more money, and giving less money to the IRS?  Billionaire prospector and Industry renowned financial…

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Thrive University

Don’t plan retirement on a hunch – Attend Thrive University!

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Amazing Life Agent Training

Discover the Secrets of Going Virtual and Generating Your Own Leads™ with Pro Membership to guide the way to your Virtual Office…   8 Modules…

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Advisor Coaching

Leading Advisor Discover the Inspirational Clear Your Roadblocks™ Coaching Program and the Scientific One Page Business Plan™ Coaching Program as your way to blaze the…

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TomHegna.com

Don’t Worry, Retire Happy!

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Marketing & Prospecting

Retirement Planning

Get Your LTCi Questions Answered

First Name * Last Name * Email * What LTC planning opportunities would you like to discuss with Marc, or what should Marc know about…

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Thrive University

Don’t plan retirement on a hunch – Attend Thrive University!

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Social Security Consultations

Learn how to help your clients maximize their benefits from one of the country’s top Social Security Experts.     Become your clients’ hero by…

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Reverse Mortgages

A retirement cashflow tool you can’t ignore.

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Social Security Optimization

Social Security Consultations

Learn how to help your clients maximize their benefits from one of the country’s top Social Security Experts.     Become your clients’ hero by…

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Succession Planning

Business Succession Planning

Increase your AUM and sell more life insurance by tapping into the baby boomer business owner market.

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Legacy Succession – The Family Meeting

An unlimited referral source. The Family Meeting is THE #1 strategy that Top Advisor Jim Silbernagel attributes the majority of his success. Jim’s personal practice…

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Tax-saving Tools

Thrive University

Don’t plan retirement on a hunch – Attend Thrive University!

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P3C Tech

Technology Services & Computer Repair

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CRT/CLT/Roth Training & Consulting

This Panel of Tax Planning Experts is here to help

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Reverse Mortgages

A retirement cashflow tool you can’t ignore.

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TaxBot

Never miss another tax deduction.

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Technology and Support

Thrive University

Don’t plan retirement on a hunch – Attend Thrive University!

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P3C Tech

Technology Services & Computer Repair

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Reverse Mortgages

A retirement cashflow tool you can’t ignore.

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