Life Insurance in 3 Simple Steps

February 19, 2018

Life insurance is one of the most important financial tools that everyone should have in their portfolio, so how come so many people don’t? Learn…

What would happen if you weren’t around?

February 12, 2018

Are your clients reviewing their life insurance as often as they should? Forum 400 and MDRT Main Platform Speaker Larry Rybka explains to your clients…

Preparing for the Unimaginable

February 5, 2018

Many people are in denial about a loved one’s Alzheimer’s diagnosis, which is what makes it extremely difficult to convey the reality that they need…

Let’s Talk About Money!

January 29, 2018

Are you having a hard time getting your married clients to open up about their finances as a team? 44% of Americans are so uncomfortable…

Roadmap to Retirement

January 22, 2018

Do your clients have a hard time understanding the math and science behind retirement planning? Let Curtis Cloke, MDRT TOT Advisor and Adjunct Professor for…

IRA Tax Disasters Waiting to Happen

January 8, 2018

Do your clients review their 401(k)s and IRAs only to check the balance? Let Estate Planning Attorney Rex Ritchie explain why beneficiary designations are another…

Commit. Connect. Create.

January 1, 2018

You probably want your business to grow by 3 or 4%, but what about 300-400%!? Kevin Gaskell, the man who brought Porsche from bankruptcy to…

What’s Your Story?

December 25, 2017

This week’s episode will not only inspire your clients, but it could also teach you a thing or two about how to connect with your…

Tax Tips to Implement Before Year End

December 18, 2017

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…

Make Your Life Less “Taxing”

December 11, 2017

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…

College Admissions Secrets Revealed

December 4, 2017

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…

YOUR Home vs. Nursing Home

November 27, 2017

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…