How the new tax law can benefit YOU!
March 12, 2018Accountants, 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…
Saving and Spending: Secrets of Centenarians
March 5, 2018Newsflash 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…
Getting Up to 10X More out of Your Life Insurance
February 26, 2018Many consumers don’t have a sense of urgency when picking out a life insurance policy because they don’t believe it will benefit them until after…
Life Insurance in 3 Simple Steps
February 19, 2018Life 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, 2018Are 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, 2018Many 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, 2018Are 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, 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…