Instant Access to Educational Article: "The Red-Headed Stepchild: Tax Class Diversification"
April 24, 2012
Our financial services industry does such a great job of preaching diversification amongst asset classes and risk classes, but that is only part of the diversification story.

The Past, Present, and Future of Estate Taxes - Complimentary Whitepaper "Things to Consider"
March 21, 2012
Learn from Advanced Markets specialist Michael Bucker and gain insight into Estate Tax concerns to assist you with bringing awareness to your clients of things to consider before the end of 2012.

Learn the 2011 and 2012 Tax Planning Strategies With This FREE 5 Page Report!
January 6, 2012
Get the key rates and planning strategies to help educate your clients on what they may expect with various tax planning strategy opportunities.

Free Report: Roth Conversions for High Income Earners – A Special Opportunity
November 9, 2011
The new rules have created an opportunity for some taxpayers who may have wanted to contribute to a Roth IRA in the past, but whose high income did not permit them to make annual contributions.

Case Study: Using a Roth IRA as an Estate Tax Hedging Strategy
September 27, 2011
Using a Roth IRA as an Estate Tax hedging strategy can be very complicated and there are multiple factors to consider before providing such guidance. Learn more in this FREE case study.

Couldn't Attend SMAX? We Have You Covered!
September 13, 2011
Watch as Michael Buckner delivers a live demonstration to attending producers from the floor of the Senior Market Advisor Expo on how to use Social Security Planning Concepts to help open doors to new clients and more business.

Comprehensive 79 Page GAO Report: Why You Should Sell More Annuities to Your Clients
August 17, 2011
This report recommends that retirees should delay the start of their Social Security benefits and consider buying income annuities to cover some basic expenses for the rest of their lives.

Help Your Clients Plan for Social Security with this Free Report
July 21, 2011
According to official Social Security website (www.ssa.gov) approximately 10,000 individuals will become eligible for Social Security retirement benefits each day for the next 20 years. Get the information you need and get informed today.

Leverage Section 1035 of the IRS Code to Uncover New Sales Opportunities
June 29, 2011
When used properly section 1035 exchanges is an effective tool for creating a nearly unlimited lead pipeline. Download our complimentary report to learn more.