Monthly Archives: May 2020

Episode 3: What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins

May 20, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jamie Hopkins, Jeff Maxey, Planning, Retirement, SECURE Act, sustainability, technology, trending, Trendsthebreakthroughadvisor

The SECURE Act is a lot more complicated than most advisors realize.

In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year.

In this episode, you will learn

Why Jamie isn’t a proponent of taking emotions out of investing
Why the SECURE Act is a tax revenue bill at its core
What Jamie’s biggest concern with the act is
Five actions for advisors to take in response to the act
And more

Tune in now to learn what every advisor must know about the SECURE Act.

Resources: InsurMark | Jamie Hopkins | Jamie Hopkins on Twitter

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Episode 2: Are You Building a Sustainable 21st-Century Retirement Planning Business?

May 6, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jeff Maxey, Planning, Retirement, sustainability, technology, trending, Trendsthebreakthroughadvisor

Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients?

In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and create sustainable 21st-century retirement planning businesses.

In this episode, you will learn:

What big problem InsurMark is solving in order to help advisors create more value in their businesses
Why most advisors aren’t realizing much financial value in their businesses despite there being more potential buyers than sellers
How advisors benefit from InsurMark’s ADO brand
About the features of Hubbard, InsurMark’s new advisor business platform
And more

Tune in now to learn how InsurMark is helping advisors grow their businesses and achieve even greater success.

Resources: InsurMark

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Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More