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How Do I Explain Sequence of Returns Risk to Clients — and Mitigate the Risk?
One of the most common frustrations insurance agents and financial advisors face when discussing ann...
Wealth Planning
Tax Burden to Tax-Free: Roth Conversions in the OBBBA Era
The One Big Beautiful Bill Act (OBBBA) has passed. What does that mean for you as an insurance agent...
Help Clients Fund Long-Term Care and Save Taxes at the Same Time: LTC Annuity Hybrids
If you have a client with an annuity needing to address the financial risk of expensive long-term ca...
How Nextek’s Case Central Reports Spell Retirement Planning Success
Insurance agents and financial advisors need ways to engage clients for maximum retirement planning ...
Nextek: Simple and Effective Lead Generation for Insurance Agents
The financial services industry continues to evolve. To keep up, successful insurance agents need to...
Stay Top-of-Mind With Clients Using Campaign Builder From Nextek
Insurance agents need more than just knowledge and great products, they need powerful tools to stay ...
Nextek Helps Improve Insurance Agent Efficiency and Client Engagement
In today's fast-paced world where digital technology reigns supreme, many insurance agents are searc...
Grow Your Business With Nextek: The Complete CRM for Insurance Agents
Insurance professionals need more than just a spreadsheet to manage their business — they need a sys...
Boost Your Practice with Buy-Sell Agreements Funded by Life Insurance
Demonstrate your value to clients and grow your practice by offering buy-sell agreements funded by l...
The Retirement Timeline: A Powerful Tool To Help Clients Plan
As a financial professional, you know how easy it is for clients to delay retirement planning. The p...
How the One Big Beautiful Bill Will Impact Your Clients: What Agents and Advisors Need to Know
The One Big Beautiful Bill Act of 2025 (OBBBA 2025) was signed into law by President Trump on July 4...
How Agents and Advisors Can Grow in the New Retirement Planning Era
Whether you’re an independent insurance agent, financial planner or a registered representative, the...
