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2016 Social Security Cheat Sheet is Now Available
2016 Social Security Cheat Sheet is Now Available
August 16, 2016
If you are doing Social Security Seminars or Social Security Planning with your clients, this quick reference guide for advisors will help you answer some of the most common and apply the key concepts.

50 Page Step-By-Step Guide - How to Generate Online Leads
50 Page Step-By-Step Guide - How to Generate Online Leads
August 3, 2016
Download this 50 page guide to learn step-by-step how to generate leads and create relationships using online marketing.

The Client Script that Makes Selling Income Planning Services Easy
The Client Script that Makes Selling Income Planning Services Easy
April 5, 2016
Download your complimentary 50-Page presentation with script and sample handouts

2016 Retirement Income Planning Workshop
2016 Retirement Income Planning Workshop
March 28, 2016
This all new presentation does the work for you and sets the stage for successful income planning appointments.

Download the 2016 RMD Planning Playbook
Download the 2016 RMD Planning Playbook
February 23, 2016
Just in time for tax season...make sure you get the facts about Required Minimum Distributions (RMD) and the special additions for 2016.

All New 2016 Social Security Planning Guide
All New 2016 Social Security Planning Guide
January 20, 2016
Magellan Financial is excited to show you a sneak preview of the "2016 Social Security Planning Guide". Download the sample version.

Build Credibility and Production in 2016 with Magellan Radio
Build Credibility and Production in 2016 with Magellan Radio
December 11, 2015
Magellan Financial is excited to announce our exclusive partnership with renowned media expert and radio host Pete "Coach Pete" D'Arruda!

2015 Retirement Cheat Sheet
2015 Retirement Cheat Sheet
July 23, 2015
Make sure you can answer your clients' most common questions regarding 401(k), IRA, ROTH, TSP and other qualified accounts with Magellan Financial's easy to use quick reference "Qualified Plan Cheat Sheet".

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