The Advisor Toolbox

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

Get an overview of our most popular resources:

Coaching & Training

Red Flag’s TURNING PRO

  If you are experiencing client procrastination… If you have stalled deals in your pipeline… If your sales conversations are lacking differentiation… Then you may…

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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

Retirement Planning

Social Security Training

Learn how to help your clients maximize their benefits from one 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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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

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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