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We are the boutique agent development firm advisors turn to for powerfully unique and proven alternative tax-smart solutions.
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Constantly tested and consistently trusted

Quote I chose Peak Pro Financial because I was looking for a higher level of relationship and service, as well as the feeling of partnership.

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Robert C Wolf, RFCCalifornia

Quote Peak Pro Financial is much more than a product provider. They serve as a resource in so many ways, helping me re-engineer myself from a product salesman to a full-service advisor. The team is committed to helping me achieve maximum success, and they've been a big part of it.

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Brian GintyNew Jersey

Quote I have recommended several advisors to the firm. And yes, I will keep recommending. Sarah, my Sales Development Advisor, and the team are a big part of my planning. Even in 2020 during the lockdown, my business has been up 20%. That would have been tough to do without Peak Pro Financial.

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Dave Nelson, RICPCalifornia

Latest blog posts

Why today's tax fire sale probably won't last for long

It’s everyone’s favorite topic! Most likely to complain about, that is. Some people look at taxes as a necessary evil. Others view it as a civic duty. No matter where you stand, it’s safe to say that it’s one of the highest “fees” you’ll pay throughout your lifetime.

September 21, 2020

A ticking tax time bomb? What your clients need to know about the SECURE Act and inherited IRAs

Imagine you’re in the middle of playing an intense game of baseball. Both teams are tied in the bottom of the ninth inning. You’re on the mighty home team, and you have a runner on third base, eagerly waiting to score. There’s only one out.

September 01, 2020

Risky business: How sequence of returns can make or break your client’s retirement

Sequence of returns risk, or sequence risk, analyzes the order in which returns occur. Poor returns during your distribution years can do lasting damage to your long-term retirement outlook. To get an idea of how sequence of returns works, let’s examine the following scenario.

August 25, 2020

The truth about IUL bonuses and multipliers

Indexed universal life (IUL) bonus credits and multipliers have been in the spotlight for quite some time. While attractive on the surface, advisors need to consider the reality of these enhancements. That is, whether or not clients will actually receive them.

August 10, 2020

The battle to break even

The battle to break even 2020 has been a crazy ride. From COVID-19 and extreme market volatility to social unrest and the presidential election, there’s a lot going on. Once you pile on the endless news cycle and Twitter tirades, it becomes more challenging for advisors and clients alike to cut through the clutter and decipher fact from fiction.

June 24, 2020

Peak Pro(file): Getting to know Jane Upton

Peak Pro(file): Getting to know Jane Upton If you want to talk to the "brains" behind Peak Pro Financial, then you need to connect with Jane Upton. With more than 30 years' experience in the life insurance industry and holding the Chartered Life Underwriter (CLU) designation, she is responsible for developing and perfecting the firm's Advanced Markets and plan design capabilities.

June 12, 2020

Market volatility: How low will we go?

It's the one thing on almost everyone's mind. With COVID-19 cases on the rise and the stock market in a tailspin, advisors and clients alike are wondering when everything's going to get back to "normal." Even the passage of the CARES Act, the $2 trillion dollar stimulus package, wasn't enough to bring a glimmer of hope to the market.

April 13, 2020

Peak Pro(file): Getting to know Nick Lowitt

Many of our advisors know Nick Lowitt, Senior Managing Sales Development Advisor, pretty well. Hard-working, ultra-determined and disciplined, Nick is one of Peak Pro Financial's greatest assets - always sharing expertise and going the extra mile to help advisors take it to the next level.

April 10, 2020

The CARES Act: A quick primer on RMDs

By now, many of your clients have heard about the COVID-19 relief bill that was signed into law in late March. The Coronavirus Aid, Relief and Economic Security Act, also known as the CARES Act, is a $2 trillion dollar package that provides financial assistance to eligible taxpayers and businesses affected by the latest pandemic.

April 06, 2020

Marketing in the age of coronavirus

What a week. We woke up the morning of Monday, March 9th, to a thunderous market storm. First, we heard about oil plunging a whopping 24%, its worse day since 1991. Saudi Arabia slashed its oil prices. And what was the main driver of all this? Coronavirus, of course.

March 11, 2020

5 reasons to attend AMP

We know we've been making a big deal about Advanced Market Planning (AMP). Why? Well, because this is going to be one of our best AMP programs yet! We've been working for months, fine-tuning the agenda and recruiting the best speakers in the industry. If you haven't heard about it already, here's your CliffsNotes

December 18, 2019

The LTC advantage

There are a lot of misconceptions around long-term care (LTC) these days. And unfortunately, these myths are holding back many advisors and clients from incorporating LTC as a fundamental part of their overall retirement plan. According to a Genworth study, only six out of 10 people are convinced they'll ever need long-term care.

November 21, 2019

IUL know-how: The index crediting game

Since the advent of AG 49, many carriers have tried to find creative ways to increase the illustrative crediting rate of their products. Essentially, illustrations are required to show the basic costs and benefits in an insurance product with projections of performance over time.

October 24, 2019

IUL know-how: What is arbitrage, exactly?

As financial professionals, we know that one of the biggest problems in retirement is the fact that every time you spend a dollar, you lose a dollar. If you have $10 in your retirement savings account, and you withdraw $5, you now only earn interest on the remaining $5 account balance—and nothing on the $5 withdrawal.

September 15, 2019

Annuities: What really happens when interest rates bounce back?

Over the past couple months, the news cycle has been blasting headlines about interest rate cuts. Well, the Fed reduced rates in late July—the first time in over a decade. And now they're hinting to another rate drop. We know a rate cut means insurance carriers will reduce fixed rates offered on annuities.

August 22, 2019

Do you really need to prospect?

Prospecting is a grind. From endless calls to dead-end conversations, the constant process of building your pipeline and developing clients can be downright challenging and disheartening. The good news? We've created a proven framework designed to help you get away from prospecting.

August 06, 2019

NEW REPORT: The most common annuity pitfalls

Let's face it. Too many financial professionals are falling victim to the annuity rider trap. Meanwhile, their production continues to drop and clients are stuck in annuities that don't address their needs.

July 23, 2019

A ticking tax time bomb? What your clients need to know about the SECURE Act and inherited IRAs

September 01, 2020

Risky business: How sequence of returns can make or break your client’s retirement

August 25, 2020

The truth about IUL bonuses and multipliers

August 10, 2020
Read On

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