Tag Archives: Construction

Episode‌ ‌13‌ ‌–‌ ‌How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌ ‌

InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever.

In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal key ways advisors can improve their client-advisor relationships and share strategies for finishing this unpredictable year on a strong note. 

In this episode, you will learn:

  • Opportunities for fourth-quarter meetings with clients 
  • Why advisor planning improves advisor-client relationships 
  • How intentionality benefits advisors 
  • Why advisors should coach clients on their social security benefits 
  • And more!

Tune in now to discover InsurMark’s marketing approach that will propel you into 2021!  

Resources:  InsurMark:(800) 752-0207 | Prospect Meeting Agenda Template

Episode 12 – Building a Tax-Free Retirement – With Patrick Kelly

Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible.

To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy.

In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients alike. Patrick additionally details other key financial strategies around concepts like income tax, legacy, and retirement.

In this episode, you will learn:

  • Patrick’s motivation to write retirement-related books
  • Common retirement savings mistakes
  • Five retirement myths 
  • The government’s policy for overcoming debt-related concerns 
  • And more!

Listen now and discover how Patrick’s strategies can help your clients achieve their best retirement!

Resources:  InsurMark | Tax-Free Retirement 

Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough

The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money.

In this episode, join The Alliance for Lifetime Income’s Mike Harris and Jon Rosborough and discover the ways they are paving the way towards a more secure future. Together, they share everything from the role of annuities during uncertain times to how their organization is changing the ways Americans think about retirement.

In this episode, you will learn:


  • About The Alliance for Lifetime Income’s retirement approach
  • The importance of financial awareness, education, and help
  • How advisors can benefit from retirement-related educational material
  • Ways financial advisors and professionals can better connect with clients 
  • And more!



Tune in to discover the power of The Alliance for Lifetime Income and ways your clients can face their retirement with confidence! 

Resources:  InsurMark | The Alliance for Lifetime Income | Jon RosboroughContact The Alliance for Lifetime IncomeOwn the Base Advisor Presentation | 3 Keys to Income Planning Client Presentation | Savings, Income and Lifestyle | What Path Will You Take in Retirement? | Income Hierarchy | More Free Resources

Episode 10 – How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso

Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow.

In this episode, join Brett as he shares his first-hand experience with failure and how it helped him take a protection-first stance with his finances to avoid the worst of the worst — and why he’s now encouraging advisors to do the same with their clients.

In this episode, you will learn:

Why advisors should avoid one-size-fits-all advice 

  • How Brett found prosperity after experiencing the worst years of his life
  • The parallels between The Great Recession and COVID-19
  • Why people should think twice before rejecting annuities and insurance
  • And more!

Tune in now to discover how you can help clients connect the dots with their financial pictures to help protect them from their worst case scenarios!

Resources:  InsurMark | Brett Saso | Retirement Architecture | Blueprint Magazine