Tag Archives: Social Security

25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP®

Finance, Financial, Investing, Retirement, Uncategorized, , , , ,

Every advisor wants to find better tax planning solutions for their clients.

Are you one of them?

In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy.

Kevin discusses:

  • How his time as a financial advisor helped pave the way for starting Holistiplan
  • How Holistiplan helps advisors better serve their clients
  • Ways to approach the “when should I claim my social security?” question
  • How innovative advisors are increasing the value they offer clients 
  • And more!

Resources:

Connect with Kevin Lozer:

Connect with Jack Martin:

About our Guest:

Kevin Lozer, CFP®, is the co-founder of Holistiplan and has been a CFP® professional and financial planner for 13 years. Kevin co-founded Holistiplan to help financial planners serve more people that need tax planning in all stages of life. In addition to creating Holistiplan, Kevin owns a small, solo financial planning practice in Northern Virginia and is a regional board member for the National Association of Personal Financial Advisors (NAPFA).

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21. Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP®

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , ,

Are you an advisor looking to better serve your clients around their Social Security and Medicare needs?

If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you!

Join today’s conversation and learn valuable tips and tricks to enhance your clients’ Social Security and Medicare planning. Master some of the best-suited strategies and discover must-know considerations for guiding clients down the path of retirement income planning.

Mary Beth discusses:

  • Helping rather than selling: Tackling conversations around Social Security and Medicare 
  • Using a restricted application to maximize Social Security benefits 
  • What advisors’ top priorities should be with Medicare planning 
  • The role of Income Related Monthly Adjustment Amounts (IRMAA) in Medicare-related taxes and premiums 
  • The truth about using qualified distributions and annuity income to bridge Medicare gaps  
  • And more!

Resources:

Connect with Mary Beth Franklin:

Connect with Jack Martin:

About our Guest:

InvestmentNews contributing editor, and foremost Social Security expert, Mary Beth Franklin, CFP®, provides up-to-date information on Social Security claiming strategies.

She has been a financial journalist for more than 40 years, covering everything from the federal budget and tax policies to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth is a former Capitol Hill reporter at United Press International and retirement and tax editor at Kiplinger Personal Finance.

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Episode 18: How To Develop Your Client Experience Comeback Plan — With Julie Littlechild

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward?

Explore this and more in today’s episode with Absolute Engagement’s CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a plan according to their needs to enhance client input, communication, and the overall client experience. 

In this episode, you will learn:

  • Why advisors need to make sure clients are communicating their needs and expectations 
  • Julie’s advice for enhancing the advisor-client relationship 
  • How often an advisor should be interacting with clients
  • How client needs have changed over time 
  • And more!

Listen in and learn how you as an advisor can use Absolute Engagement as a resource to discover the needs and expectations of your clients! 

Resources: InsurMark | Julie Littlechild | Absolute Engagement | Resources | Blog

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Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA

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Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation?

In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings area. Ed highlights how his education and training programs enhance the planning experience for financial advisors, their practice, and clients alike.   

In this episode, you will learn:

  • What advisors need to know about taxes right now 
  • Communication and knowledge as two main client-advisor relationship components 
  • How Ed’s training programs have helped advisors and clients
  • Ed’s advice for advisors seeking new business opportunities  
  • Reasons why you should never forget about prospective clients 
  • And more!

Listen in today and learn everything you need to know about protecting your clients’ retirement plan from taxes!

Resources:  InsurMark | IRA Help | Ed Slott | Twitter 

To hear more from Ed, check out our Ultimate Roth IRA Conversion Biz Builder where he leads a fast-paced one-hour training on Roth Conversions.
The Ultimate Roth Conversion Biz Builder |   InsurMark

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Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

As an advisor, how can you better incorporate marketing and business technology solutions into your practice?

Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! 

Robert details Snappy Kraken’s marketing automation and online advertising approach, which is specifically designed to help financial advisors create meaningful connections and attain better prospects.

In this episode, you’ll learn:

  • About Snappy Kraken’s automated marketing growth program for advisors
  • How the firm’s Catalyst program helps financial professionals kick-start their marketing process and presence 
  • Why advisors should always quantify (and be patient) with their marketing results 
  • The importance of diversifying your marketing strategy 
  • And more!

Listen in and learn how Snappy Kraken’s marketing and outsourcing technique can help you and your practice grow!  

Resources:

InsurMark | Snappy Kraken | Snappy Kraken on LinkedIn | Robert Sofia | Snappy Kraken on YouTube 

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Episode 15: Advisor Lessons from 2020

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. 

In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they have learned this year while working through the COVID-19 pandemic and the skills they have acquired along the way.

In this episode, you will learn:

  • Technological changes that have from COVID-19 
  • Soft skills for advisors in this new world of business 
  • How the holidays will be different for advisors  
  • Lessons of gratitude during this unprecedented time  
  • And more!

Tune in now to embark on a journey of reflection with Jack and Jeff! 

Resources:  InsurMark

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Episode 14 – 2021 Business Planning for Advisors — With Coach Joe Lukacs

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , , , , , , ,

Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan? 

In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares reasons why advisors should create a plan for the new year and breaks down reasons why some advisor’s plans might not work.

In this episode, you will learn:

  • Why creating a plan is an advisor’s ultimate responsibility 
  • Coach Joe’s advice on how to start a plan 
  • Why advisors should always invest in themselves 
  • Coach Joe’s take on the “silver bullet game” and how it determines an advisor’s growth
  • And more!

Advisors, tune in now for crucial points to consider with your 2021 planning!

Resources: InsurMark | 2021 Magellan Strategic Planning Conference (Fabiz Plan) | Coach Joe Lukacs

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

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , , , , , , , ,

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

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