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Now Available! The Low-Cost Referral Builder

We are excited to announce that The Low-Cost Referral Builder is now available on!

This program is a powerful low cost, high volume method for generating more attendees to your seminars. Leonard Parson and Kyleah Parson will explore the process for implementing the Low-Cost Referral Builder program. The session includes strategies for […]
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Prepared for Tax Season?

As we enter into tax season, get the critical, step-by-step training you need through our fully-updated Tax Practice Builder e-Learning course!

The content debuted at The Tax Practice Builder Annual Training is now available online for you and your team to review on-demand. Each of the eight steps has been updated by our subject-matter experts, […]
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Prosperity Capital Advisors Updates

After returning home from our 2017 Advisor Connection Trip in Costa Rica, we wanted to personally thank all the advisors that produced a tremendous amount of new business to earn qualification for that amazing trip! 2016 was a great year for PCA in many ways. Going into 2016 we had a strong focus on improving […]
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January 2017 Training Corner

We are excited to provide you with the January 2017 Training Corner. In this edition, there have been several updates to key documents and the introduction of three new e-learning modules.

Please click here to read the January 2017 Training Corner.


Relationship Building with College Planning

As introduced in the breakout sessions of our most recent Mastermind Collegium, College Funding Solutions, Inc. is a strategic partner available to you through Clarity 2 Prosperity to further enhance your service offerings. To give you the expanded resources needed to better understand this incredible relationship building opportunity, and to learn just how easy it […]
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Martin Luther King, Jr. Holiday Markets Schedule

Please be advised of the following Martin Luther King, Jr. Holiday Markets Schedule for TD Ameritrade:

Friday, January 13, 2017:

  • OTC Fixed Income Market – Standard Close
  • US Equity Market / Listed Bond Market – Standard Close at 4:00 PM ET
  • TD Ameritrade Institutional – Standard Hours of Operation

Monday, January 16, 2017:

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MMC DOL Update Presentation

We are excited to share that our most recent Mastermind Collegium was our most action-packed event yet! It was great to see so many of you there, and we look forward to seeing you again June 22-23 in Cleveland, Ohio.

We will be kicking off the New Year delivering highlights from the event in bite […]
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Allianz Updates

Happy New Year! We wanted to share a number of updates from Allianz this week.

To view Rate Watch for January rates and business rules, click here.

To view the January letter of instruction, click here.

As you may recall, we launched new fixed index annuity (FIA) applications on October 17, 2016. […]
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