CPA Roundtable: Year-End Planning
Learn Best Practices to ensure 2021 starts off on the right path for you and your clients.
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A Whale of a Tale
This very special program will help get your clients insured with great rates and fluidless underwriting up to $1,000,000.
A Bear on the Prowl
Many investors are worried about having the money they’ll need in the future. Annuities with living benefit riders have provided an excellent solution to solve this problem and grow their retirement income. But with so many choices and such negative perspectives in the press (e.g., Ken Fisher’s I Hate Annuities and You Should Too! ), …
Ideas and Stuff: How to Make the Second Half of 2021 Fantastic
An idea can come from anywhere. You might be doing everything right , but sometimes a new idea leads to a small tweak that makes everything just click….
Featured
The Promise Term Program
America's Tax Solutions and Pacific Life have teamed up to bring you a very special program for CPAs and Financial Advisors: PROMISE TERM.
Say It Like This…
Ready to control your conversations and have better outcomes?
Events are subject to change without notice.