Embarrassment, guilt and shame often stops clients from discussing their personal or loved one’s addiction. As an advisor you realize how much financial harm an…

Do your clients ever buy fun summer toys without talking to you about their new assets and their coverage?  Share this episode featuring P&C Specialist…

Few people thoroughly understand their Social Security benefits, and that’s why we invited Ruthann Driscoll, Social Security Specialist, to join us. There are so many…

Disability Insurance is one of the most important insurance policies, yet it is often the one that is most overlooked. Many individuals assume they are…

Are you aware that men and women have different risks when it comes to planning for retirement? Women tend to live longer, have lower lifetime…

Accountants, on average, process about 300-400 tax returns in a season. Doing the simple math of a 40 hour work week and a four month…

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…

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…

In honor of Long Term Care Awareness month we invited LTC Veteran Producer and Author Don Quante to share a double feature with your clients!…

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…

John Wheeler’s episode “Life Insurance as an Asset” has been so popular among both advisors and their clients that we asked John to come back…

Are your clients having a hard time fine-tuning their goals? You help them save and plan but how much do they really need? Up-and-coming Financial…