Tag Archives: Taxes

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

July 7, 2021Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisors, Clients, Gaps, InsurMark, Jack Martin, Medicare, Planning, Social Security, Strategy, Taxesthebreakthroughadvisor

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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20. Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL

June 23, 2021Finance, Financial, Investing, Retirement, UncategorizedFiduciary, InsurMark, Jack Martin, Life Insurance, Longevity Risks, Retirement, Rule, Savings, Taxesthebreakthroughadvisor

While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components.

In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income and taxes to life insurance, healthcare, and more, Tom shares his best advice so that you, too, can become a retirement expert like him.

Tom discusses:

Why retirement doesn’t have to be difficult nor complicated
Reasons advisors should talk about tax diversification with clients
Considerations for the 4% rule
The three levels of a fiduciary and how to tackle misinformation around them
Why you might want to leave your children life insurance rather than money
And more!

Resources:

Connect with Tom Hegna:

Check out Tom’s books:

Connect with Jack Martin:

About our Guest:

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert.

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars and has condensed his knowledge into five different books.

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

March 17, 2021Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisor Planning, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Emotions, Estate Planning, Finance, Growth, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Mentorship, Planning, Portfolio, Research, Responsibility, Retirement, Social Security, Taxes, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

March 3, 2021UncategorizedAdvice, Advisor Planning, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Emotions, Estate Planning, Finance, Growth, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Mentorship, Planning, Portfolio, Research, Responsibility, Retirement, Social Security, Taxes, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

January 15, 2021Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisor Planning, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Emotions, Estate Planning, Finance, Growth, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Mentorship, Planning, Portfolio, Research, Responsibility, Retirement, Social Security, Taxes, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

December 23, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisor Planning, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Emotions, Estate Planning, Finance, Growth, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Mentorship, Planning, Portfolio, Research, Responsibility, Retirement, Social Security, Taxes, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

December 2, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Emotions, Estate Planning, Finance, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Planning, Portfolio, Research, Retirement, Social Security, Taxes, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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 ‌ ‌

November 4, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Construction, Emotions, Estate Planning, Finance, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Planning, Portfolio, Research, Retirement, Social Security, Taxes, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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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Episode 5 – Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson

July 1, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jack Martin, Planning, Portfolio, Retirement, Retirement Income, sustainability, Taxes, technology, The Breakthrough Advisor, trendingthebreakthroughadvisor

Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%.

As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today, Kerry shares his ideas, techniques, and strategies that you can put into practice today for a more successful tomorrow.

In this episode, you will learn:

How Kerry helps clients increase their business within specific time frames
About the status quo bias and its impact on the advisors-client relationship
How speakers and attendees can benefit from business and financial seminars
The difference between a focused and growth mindset
And more!

Tune in now to learn about Dr. Kerry Jonson’s business strategies and how they can help you enhance your business and mindset!

Resources: InsurMark | Dr. Kerry Johnson: (714) 368-3665

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Episode 4 – What to Consider When Planning Your Retirement Income – With Wade Pfau

June 17, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jack Martin, Planning, Portfolio, Retirement, Retirement Income, sustainability, Taxes, technology, The Breakthrough Advisor, trendingthebreakthroughadvisor

When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs.

To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor of retirement income at the American College.

With his extensive knowledge of retirement income planning, Wade shares what you should consider around retirement income, how the retirement landscape is changing, and how planning approaches need to be adjusted accordingly.

In this episode, you’ll learn:

How advisors can use Wade’s books as learning tools
The impact higher tax rates have on the retirement planning process
Different ways to manage risks in retirement
And more!

Tune in to learn how you can plan for your retirement income!

Resources: InsurMark | The Breakthrough Advisor Podcast | Retirement Researcher | Safety-First Retirement Planning

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