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


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

Learn More →

Team Development

by Pellegrini Team Consulting

Learn More →

Don’t Go Broke in a Nursing Home!

Become a Million Dollar LTC Advisor.

Learn More →

Don’t Worry, Retire Happy!

Learn More →

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.

Learn More →

Retirement NextGen Software

Retirement Income Planning Software

Learn More →

Reverse Mortgages

A retirement cashflow tool you can’t ignore.

Learn More →

Succession Planning

Business Succession Planning

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

Learn More →

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…

Learn More →

Tax-saving Tools

CRT/CLT/Roth Training & Consulting

This Panel of Tax Planning Experts is here to help

Learn More →


Never miss another tax deduction.

Learn More →