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Nest Eggs Beware!
February 13, 2017If your clients and prospects still don’t grasp the emotional and financial toll chronic illness can take on their family and their funds, then share…
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5 Financial Misconceptions
January 23, 2017Are your clients and prospects being misled by financial celebrities and bad one-size-fits-all advice? Are they getting emotional with their money and having a hard…
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10 Tax Tips for 2017
January 16, 2017Do you work closely with a CPA to provide thorough financial advice? Our host Jim interviews his CPA Neil Narveson to show your clients how…
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Because I Said I Would
January 2, 2017If you’re involved with MDRT or NAIFA, then you may have seen Alex Sheen speak on the main stage. Alex walked away from the security…
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Finding Happiness in a Negative World
December 26, 2016For a Holiday Treat, we invited Todd Patkin back, author of Finding Happiness: One Man’s Quest to Beat Depression and Anxiety and – Finally –…
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A New Look On Loans
December 19, 2016This week’s episode features yet another strategy for Whole Life to help you extend your reach and get more sales (or cross-sell if LI isn’t…
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Do You Have This Egg In Your Financial Basket?
December 12, 2016You already know how valuable Whole Life Insurance is, but have you considered positioning its cash value as a way to save for college? 40+…
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The Gift That Gives Back
December 5, 2016Our host Jim Silbernagel has been speaking around the country and training advisors on charitable planning strategies for the middle class that could get you…
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Do You Self-Sabotage?
November 28, 2016Since the holiday season can be stressful, we invited Mark Pruss to share some de-stressing techniques with us all. When he’s not training professional athletes…
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Can You Get Extended Care Without Burdening Loved Ones?
November 21, 2016What was once thought of as “nursing home insurance” is quickly becoming a much-needed planning tool that many aren’t aware of. Show your clients the…
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Saving and Spending: Secrets of Centenarians
November 14, 2016Newsflash for your clients: Centenarians don’t have some “long life” gene. In fact, most have a family history with shorter lifespans, so they did not…
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The Truth About Elder Financial Abuse
November 7, 2016Elder financial abuse is the elephant in the room, but the truth is, it happens – and it happens a lot. Carolyn Rosenblatt, senior attorney…