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Are you frustrated with figuring out how to incorporate Social Security planning into your presentation? Are you disappointed after every Social Security presentation, thinking there must be an easier way?
Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions
Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings
Did you realize that income rider roll-ups can be just a minimum benefit, not the only benefit from an FIA?
Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.
Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?
Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?
Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"