Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

My Company

Browse My Most Recent Blogs

April 7, 2015
Why indexed universal life works best in third party funding - Let's Get Down to Business

April 6, 2015
How families can help fund each other’s planning needs - Steve Savant’s Money, the Name of the Game

April 3, 2015
How the bank can fund your planning needs - Steve Savant’s Money, the Name of the Game

April 2, 2015
How leveraging collateral can optimizes your assets - Let's Get Down to Business

April 1, 2015
How indices work in an indexed universal life policy - Let's Get Down to Business

March 30, 2015
What is premium financing? - Let's Get Down to Business

March 26, 2015
How charitable planning strategies can reduce the tax bill due at death

March 25, 2015
How two key planning strategies can transfer huge amounts of wealth

March 24, 2015
How estate planning mistakes can destroy equity built over time

March 23, 2015
Why the biggest villain in estate planning is procrastination

March 19, 2015
How to get in front of CPAs and attorneys using the values trust strategy

March 18, 2015
How to use the estate directory as a tool in befriending prospects

March 17, 2015
How to use a tactical pressure test in the financial planning process

March 16, 2015
Client magnetizing tips for the non-tech-savvy advisor

March 16, 2015
Why use indexed universal life for premium financing - Let's Get Down to Business

March 13, 2015
How a long-term care analysis can jump-start a first interview

March 12, 2015
How small business planning can elevate your own business

March 11, 2015
How using a prepackaging retirement approach can prequalify prospects

March 10, 2015
Why college planning can endear your relationship to your clients

March 9, 2015
Why survivor needs can be a unique sales strategy for your practice

March 6, 2015
How to create productive referral relationships with CPAs and attorneys

March 5, 2015
How to turn referrals into introductions

March 4, 2015
How to approach clients for referrals without pushing or begging

March 3, 2015
How to create client engagement

March 2, 2015
What is your referral gap?

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