The Tax Management Journey® provides you with knowledge to further support you as a holistic advisor. This 7-step process that covers important tax topics including: Understanding the Order of $, Measuring your tax bracket, Avoiding Marginal Tax Traps, Allocating Tax Sensitive Assets, Gifting Strategies, Pay Now vs. Pay Later, Managing Your Dynamic Bracket and more. […]
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The Pyramid of Risk is a method to help educate clients on investment options, explain where investment options fall on a high-to-low risk scale, and shows where their current portfolio falls in comparison to the recommended high, medium, and low risk categories. Open the content by clicking on content link below ‘Course Content’. To access
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The Death Claim process is challenging at the best of times. The Family Succession Plan® is a process that helps Financial Advisors like you build relationships with your client’s spouse and beneficiaries to retain assets when one or both spouses pass away. This process works in conjunction with the Family Estate Organizer. Open the content by
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Sequence of Returns Risk can be a devastating blow to investors of retirement age. This course is to educate Financial Advisors and Financial Planners and provides an overview of Sequence of Returns Risk and provides tools to educate your clients. Open the content by clicking on content link below ‘Course Content’. To access to this
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The Bucket Plan® 1.0 Best Interest Process is a 10-Step process. Seven key tools and three core concepts help to educate clients on The Money Cycle and The Bucket Plan® Philosophy, uncover their assets, analyze their income gap at retirement, and determine their market volatility tolerance to guide you in producing a comprehensive financial plan.
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This course provides you with a detailed overview of the Family Estate Organizer, the benefits to you as an advisor, and the benefits to the prospects and the clients to whom you offer this value-added service. You are going to hear about key tips, tools, and best practices that make the utilization of this tool
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