
WhyPeak Pro Financial?
We are the boutique agent development firm advisors turn to for powerfully unique and proven alternative tax-smart solutions.
Constantly tested and consistently trusted
I chose Peak Pro Financial because I was looking for a higher level of relationship and service, as well as the feeling of partnership.
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.

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.
I wanted to add IUL to my practice but needed a deeper level of support. The hands-on training and tools they provide help me educate my clients so they understand various concepts. With Peak Pro Financial, I'm putting my clients in strategies that I can be confident in.

Latest blog posts
Google My Business for financial advisors
Financial advisors can no longer ignore the need to be seen on Google. But how, exactly, do you make sure you're on the first page? Here's one super-simple (and FREE!) way to make magic happen.
Adding the four-letter word to "tax"
In March 2011, David Walker declared on national radio that income tax rates in our country would have to double. Otherwise, we’d go bankrupt. Bummer, huh? So, who is David Walker and why should we care? And is there any merit to his claim?
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.
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.
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.
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.
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. How can advisors and their clients cut through the clutter and decipher fact from fiction? And how can they stay ahead of a market that doesn't mirror what's going on in the economy?
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.