The best tax-savings ideas arise when you get your hands on clients’ returns, but by then it’s too late to put anything in motion for…

Since Tax Laws are front and center right now, we invited Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute to talk…

Prepare to be blown away by this college funding strategy! Coy Howe, founder of College Funding Solutions, reveals college admissions secrets and the marketing game…

To wrap up Long Term Care Insurance Awareness month we invited Rosemarie Rossetti back to help ease the fears of your clients and prospects, and…

You may have heard about some awesome HRA tax savings opportunities on Power Session LIVE or in our Advisor Toolbox, but don’t forget to “pay…

Do you know anyone who ended up draining their financial and emotional resources taking care of an aging parent who didn’t have a LTC plan?…

We all know that the health insurance industry is reeling, but what your clients may NOT know is that working with you is their best…

You work hard on your clients’ plans, but do they struggle with following through on their own tasks? Advisor, Trainer & Speaker Jon Baker ran…

As a small business owner you know how difficult it can be to get your new business up and running. Did you have friends or…

Your clients are probably excited to jump into their long-awaited retirement, but have they considered how their timing will affect their social security benefits? Encourage…