Roadmap to Retirement
January 22, 2018Do 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, 2018Do 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, 2018You 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, 2017This 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, 2017The 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, 2017Since 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, 2017Prepare 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, 2017To wrap up Long Term Care Insurance Awareness month we invited Rosemarie Rossetti back to help ease the fears of your clients and prospects, and…
BIG Opportunities for the Self Employed
November 20, 2017You 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…
Understanding the Health Insurance Marketplace
October 30, 2017We all know that the health insurance industry is reeling, but what your clients may NOT know is that working with you is their best…