Published Jun 22, 2015
When a consumer request is generated through a participating API partner, these scripts may be helpful for starting the conversation.
Learn how to use Tax Clarity to create mutual growth with CPAs with David Cechanowicz, JD, MSFS, AIF®. Learn the What, Why and How of inbound marketing and the tools the help you.
This customizable guide is designed to be used as the deliverable for the new law mailer. It explains in detail the changes that the Bipartisan Budget Act of 2015 created.
In this webinar, you can learn about SmartRisk using a portfolio margin example and get a demonstration of how SmartRisk helps communicate risk to a client. Also, listen in on suggestions on how to build key messages for marketing Tax Clarity.
The "Taxes in Retirement" seminar explains the difference between the marginal tax system and the effective marginal tax rates that are actually paid by a retiree in various circumstances.
Get a demonstration of SmartRisk, a tool that helps communicate risk to a client. Learn how to identify your target audience and building your buyer persona.
This sample mailer is designed to advise prospects about the changes as a result of the Bipartisan Budget Act of 2015. There is an offer for the prospect to request a free guide.
Top advisors attending The Arrow Group meeting in Reno dove into Tax Clarity and got a sneak peek at Covisum’s new retirement income planning tool and newest version of Social Security Timing.
Listen as Joe talks about how to interpret, explain and put Tax Clarity into action. Get a sneak peak of the marketing session for the in-person meeting in Omaha on April 4-5 with Katie Godbout.
Show clients how to make the most of their Social Security decision and how to incorporate it with their other retirement income assets.
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