By: Lauren DeFrancesco, MS, CAPP™ Webinar—September 24th at 3:00 PM EST To watch me in a live webinar format teach you how to use AI to create content, images, etc., click on the following link to attend the webinar: Download […]
Using AI to Help with Marketing and Client Communication Read More »
Webinar—August 28th at 3:00 EST To sign up for this webinar, click on the following link: https://advisorshare.com/in-person-seminars-that-work The #1 question I get from advisors is: What marketing platform is working for your advisors? The honest answer I give is that
In-Person Seminars That Actually Work—Learn from an Industry Veteran Read More »
A lot of advisors use Social Security (SS) “timing” as a lead gen tool to get in front of new clients (in-person seminars, Facebook marketing, etc.). While the topic has become less fun after the somewhat recent rule changes, it’s
Using OnPointe to Help Clients with Social Security Timing Read More »
Before I get into the content of this week’s newsletter, if you missed last week’s newsletter… Why Bonus FIAs to “Pay the Tax” on Roth Conversions are a Failure (White Paper) To download my 14-page White Paper detailing specifically why
Effective vs. Top Marginal Tax Rates is the Key to Understanding Roth Conversions Read More »
It seems that Roth conversions and funding Roth 401(k)s instead of tax-deferred 401(k)s is all the rage these days. But the million-dollar question that needs answering is whether it mathematically makes sense. 2025 How America Saves Report 112 Pages from
Why Tax-Deferred 401(k)s are Better than Roths for Most Clients Read More »
I found a fascinating white paper that I believe advisors will find thought-provoking and might change their views on retirement planning. To download the paper, click on the following: Insurance company Life Expectancy (LE) numbers—I trust life insurance companies more
Are Advisors Preparing Clients for a Longer Lifespan? 40-Page White Paper! Read More »
Why read this newsletter? It’s a great concept you can use to go after affluent clients! For Info & to Download our Multi-Page Client Educational Piece(Which can be personally branded to you!) Click on the following to download this branded
How to Mitigate Taxes Using Trust-Owned Annuities (a great marketing concept) Read More »
To sign up for more info on the one-of-a-kind annuity that qualifies for this unique tax benefit AND to download a one-page client brochure, click on the following link: 18-Page Asset-Based Long-Term Care White Paper (Advisor-Branded) If you missed my
Turn Tax-Deferred Annuity Gains into Tax-Free LTC Benefits Read More »
