Real Wealth®

Harnessing the Power of the Zero Percent Tax Bracket

March 14, 2014

There is a huge freight train bearing down on America and it’s coming in the form of higher taxes. Yet, most Americans continue to accumulate…

Individual Tax Returns: A Treasure Trove of Sales Ideas

January 12, 2014

How many of you have studied federal income tax returns? How many of you make it a general practice to ask for copies of the…

Tax, LTC and Legacy Planning Strategies for the Middle Class

November 8, 2013

Taxes and their inevitable increase is of common concern to many Americans. Utilization of effective planning tools will reduce this apprehension for clients. During this…

Moving Clients from “Charitable Giving 101” to “Charitable Giving 401”

October 11, 2013

Joining us this month is Alan Pratt, Leader in Advanced Life Insurance Designs and Chief Ambassador of The International Association of Advisors in Philanthropy (AIP)….

How to Help your Clients THRIVE in Retirement by Using a “Divide and Conquer Strategy”

August 9, 2013

Retirement challenges facing Baby Boomers today have never been more complex and frightening; extreme market volatility, national and consumer debt crisis, inflation on the horizon,…

Protect Your Clients’ Futures with Disability Insurance

May 10, 2013

May is Disability Insurance Awareness Month. What would happen if your clients no longer had the means to pay their mortgage, health insurance premiums or…

Potential Veteran and Senior Benefits

April 12, 2013

Patty Servaes, CPA and founder of Elder Resource Benefits Consulting joins us to discuss veteran and senior benefits, specifically the VA’s Basic Pension with Aid and…

Life Insurance as an Asset Class

February 8, 2013

In this month’s Power Session LIVE, John W. Wheeler, Jr. CFP®, CLU®, ChFC®, CRPC®, LUTCF, will share how you can position Life Insurance as an…