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Six Key Words to Use in Every Social Security Planning Meeting

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?

Why Advisors are Critical to Social Security Decision - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions

Transitioning from Social Security to Income Planning - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings

Better Returns, Intelligent Income, Superior Compensation

Did you realize that income rider roll-ups can be just a minimum benefit, not the only benefit from an FIA?

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.

5 Things You Need to Know before offering Social Security Planning

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?

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

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?"