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Entries for January 2012

Income Inc. Training / Annexus Training Experience

IRA Inc's™ - Protecting Your Client’s Retirement Accounts from Financial Elder Abuse

Protecting Clients’ Assets Also Means Protecting them from Financial Elder Abuse

With 58% of the average elderly maintaining most of their assets in retirement accounts and over $3 billion documented in stolen property from the elderly occurring in a given year, your professional obligation to protect your clients’ assets should also entail taking measures to protect them from such abuses.

Join us for our next IRA Inc.^™ webinar Protecting Your Clients’ Retirement Accounts from Financial Elder Abuse where we’ll discuss:

Who is most likely to commit financial elder abuse
Identifying those clients who may be most susceptible to financial elder abuse
Precautionary action steps advisors can take to protect their clients’ retirement and other accounts—and themselves

When you attend the webinar and complete a short survey, you’ll also receive a link to download our free Financial Elder Abuse Response Summary that you can use with your clients. Don’t miss this opportunity to help protect what your clients value most in your services—your trust.

Advisor-Client Training: Referral Clinic - Don't Miss It!

If the number of referrals you're getting from your clients is declining, it's time to reexamine your referral action plan. If you need more referrals and don't have a referral action plan—then it's time to get one.

Join us for our Biz Building Referral Clinic and learn how to apply the proven VIPSA method and experience an instant increase in referrals. We'll discuss:

How to start a VIPSA conversation and its key elements
How to identify and appeal to more affluent clients
How to recognize and respond to value statements

Don't miss this opportunity to learn how to better engage your clients and expand your practice. Register today!

Income Inc. Connect™ – Dominating the Retirement Market Through Little Known Social Security Strategies and Techniques, Part 2

What You Don't Know about Social Security Could Keep You From Dominating the Retirement Market Pt. 2

Did you know that 67% of couples with assets over $250,000 expect their financial advisors to advise them extensively on Social Security claiming options? Income Inc.™ was designed to equip advisors with the research and strategies they need to properly inform their clients about these issues. You won't just learn about the options for your clients, you'll learn about presenting your clients with the best options.

Join us for Part 2 of Dominating the Retirement Market Through Little Known Social Security Strategies and Techniques where we'll:

Show you why social security is the most misunderstood element in retirement planning (and how to give your clients a better understanding)
Share the best rules of thumb for minimizing reduction in benefits
Disclose the best strategies for achieving the highest spousal benefits and more

Attend the webinar and receive a link to download Rex Voegtlin's Everything You Ever Wanted to Know about Social Security but Didn't Know "You Shoulda Asked" for more research and tips about advising clients on social security.

IRA Inc's™ - IRA Withdrawal Techniques Used by Top Advisors

What IRA withdrawal techniques are top advisors using?

Choosing the right distribution method for your clients is critical to ensuring that their IRA lasts for as long as they need it. But which method is best? Join us to discuss the IRA Withdrawal Techniques Used by Top Advisors at our next IRA Inc. Spring Training webinar. Learn which distribution method is best for your clients and the right time to withdrawal.

As a thank you for attending, you’ll receive a link to download The Three Bucket Max Tax Bracket Roth Conversion Strategy, so make sure you register today!

Advisor-Client Training: The Pump It Up, No Excuses Marketing Boot Camp Part 3

Tone Up Business Leads with Pumped-Up Collateral

If your Q1 didn’t meet expectations, make up for it this quarter with collateral that makes a lasting impression with clients and prospects.

In Marketing Boot Camp Part 3, we’ll discuss how to Create Convincing Leave-Behinds for Clients, Prospects & COIs including:

Identifying the the core “leave behind” pieces that get the most results

Building your own brand by creating a compelling bio, tagline and photos

Turning bland marketing sheets into appealing conversion tools

Developing key messaging formats and content for COIs

Join us for this dynamic session where you’ll also be able to download everything you need to plan a blowout Kentucky Derby or Indy 500 Spring Fling party for those clients who like to relax with a day at the races!

Income Inc. Connect™ – Dominating the Retirement Market Through Little Known Social Security Strategies and Techniques

What You Don’t Know about Social Security Could Keep You From Dominating the Retirement Market

Did you know that payroll taxes will have to increase by 16.7% and benefits reduced by 22% in 2037 to cover the projected social security shortfall?

Income Inc.^™ was designed to better inform you about the problem and provide you with guaranteed retirement solutions for clients and prospects.

Join us for Part 1 of Dominating the Retirement Market Through Little Known Social Security Strategies and Techniques where we’ll:

Show you how to reassure clients about their social security and medicare concerns

Discuss client case studies in detail

Learn how to get clients to postpone starting social security

Help you bring clients closer to plan implementation and walk prospects through the planning stage

Attend the webinar and receive the Top 4 Spousal Beneficiary Strategies that will help you manage more of your clients’ assets.

Wednesday, April 4^th at 3:30 p.m. CDT

Marketing Opportunities Through Spousal Beneficiary Strategies

Income Inc. Connect

IRA Inc's™ - Hit Your Target: The Top 5 RMD Opportunities

Hit Your Target: The Top 5 RMD Opportunities

How do you avoid the transfer/rollover land mines? How do you maximize recharacterization advantages? If your target goal this year is to improve your client relationships and cultivate higher-income prospects, then register for the upcoming IRA Inc. webinar and learn more about The Top 5 RMD Opportunities. This webinar can help you:

Better demonstrate your RMD expertise;
Build confidence and trust with your clients and prospects;
Achieve more advantageous outcomes with client investments.

Join us for Hit Your Target: The Top 5 RMD Opportunities on Wednesday, February 8th
4:30 p.m. EST / 3:30 p.m. CST

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