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The problem surrounding tax-efficient planning is simply a lack of knowledge. At the end of the day, financial professionals do not provide tax advice (unless you are a CPA and a p more...

Ready to stand out from the competition and dominate the business owner market? Bob Wolf will share strategies aimed at providing value for business owners. more...

Income planning is at the top of the list for most if not all pre- and post-retirees. For a number of years, the chief goal with income planning process was to identify an income s more...

We're excited to welcome to Kim Coulter of Northstar Funding Partners to the AMP speaker lineup. Stay on the lookout for more details about our many accomplished guest speakers. more...

Welcome to our second installment focusing on Retirement. This week, we continue the discussion on the shift or transition away from high risk/high earning potential to safety/less more...

As clients approach/enter into retirement, their risk tolerance shifts from higher growth/earning potential to safety/less growth potential. Saving a lifetime of earnings while rec more...

Our complimentary two-day training program is designed to give you unique turnkey systems you can put into action right away. more...

As we just closed out our fourth installment of True G.R.I.T. Weekly, we thank you for the overwhelming amount of positive feedback and interest we've received! If you missed an in more...

We believe the tax discussion is imperative to retirement income planning. Taxes, within the context of a low-interest rate environment and an inability to find sound solutions for more...

When addressing the need for income, the discussion tends to lean towards lifetime versus non-lifetime income (income rider / no income rider). Additionally, an overview of bucket more...

Do pre-retirees constitute a bulk of your book or are you working with retired clients? Either way, what’s your formula and how do you address the three phases of retirement? This more...

As your clients move into the senior market, there is more time behind them than on the horizon. Are you offering the right GROWTH solutions for your clients to match their toleran more...

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 more...

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 more...

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, more...

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 more...

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 retiremen more...

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 more...

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 c more...

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' experie more...

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 t more...

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 g more...

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 more...

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 sl more...

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, f more...

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 fund more...

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 more...

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 retire more...

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 more...

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 dishear more...

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 more...