Roundtable Library

What is your best sales tool? If you said your Fact Finder, you are right!

One of the most confusing products in the market place is Life Insurance. Yet, one of the most gratifying aspects of this business is giving a client’s surviving family one of the few tax free checks they’ll receive.

We share all that’s new to Pro, a sneak preview of what’s coming, and a tax planning case study.

Some of the best marketing plans can come from emulating successful advisors.

The crossover planning skills that help clients thrive after divorce will be highlighted through two case studies

Sometimes we develop habits around longevity estimates, health care costs and Social Security claiming strategies that don’t do much to set us apart from our competition.

There’s a big difference between knowing your client well enough to meet suitability standards, and knowing your client well enough to be their life and financial coach through retirement.

Better serve your clients by understanding their personality when it comes to building wealth, including their attitudes towards saving, spending, and investing.

David Sterling, Esq., empowers you to have discussions with your clients and understand how the POA can address a broad range of critical issues that many advisors overlook.

Are you "Grief Literate"? Sometimes when speaking to a grieving spouse, will intentioned may not be well received.

Health+ is built in partnership with Healthview Services (HVS), an institutional data provider of Social Security, Medicare, longevity data and more.

Join retirement income planning veteran advisor Phil Lubinski to learn how to conduct compelling intro meetings with prospects that end...

New IncomeConductor clients you create will be subject to the exciting transition of IncomeConductor from a “Plan Year” format to...

We answer the question: "How are other advisors introducing the IncomeConductor strategy to their clients?"

The IncomeConductor team is always working on ways to enhance the system and provide users with more value, greater ease...

Marketing for new clients continues to be the biggest challenge for financial advisors. Many of the “Turn Key” marketing programs...

While 98% of advisors believe that it is important to discuss healthcare with their clients, only 14% feel very confident in their ability to engage in these conversations.

Hear from three advisors who use their retirement income expertise to serve a specific niche market.

In December 2020, the SEC adopted a modernized marketing and solicitation rule for RIAs.

Simple steps that you can share with your elderly clients to help them reduce their risk of being victims to cyber threats.