Get an overview of our most popular resources:
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
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…
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 →TomHegna.com
Don’t Worry, Retire Happy!
Learn More →College Funding Solutions
Get paid to prospect.
Learn More →Marketing & Prospecting
The Power of Zero:
The Tax Train is Coming
A major Hollywood documentary film.
Learn More →Don’t Go Broke in a Nursing Home!
Become a Million Dollar LTC Advisor.
Learn More →TomHegna.com
Don’t Worry, Retire Happy!
Learn More →Retirement Planning
Veterans Aid & Attendance Benefit Training
Be a Hero to our Heroes.
Learn More →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 →Health Reimbursement Accounts
Save $5,984/year in taxes.
Learn More →TaxBot
Never miss another tax deduction.
Learn More →