Grow Your Business Webinars
Discussion about Tax Cuts and Jobs Act (TCJA)
- Review updated tax laws and values in effect for 2018
- Includes review of brackets, changes in deductions, qualified business income passthrough
- Walk through case studies on planning opportunities
Access the recorded webinar; Access the slides from the presentation
Equity Compensation
- Basics of Options, Restricted Stock, Restricted Stock Unit
- Tax treatments and planning opportunities
- Financial planning examples
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Student Loans
- Review different types of student loans
- Discussion of repayment plans and loan forgiveness
- Options and opportunities for clients and prospects
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Retirement Health Care
Part 1: Incorporate Health Care Costs into Retirement Planning
- Review of Medicare components and costs
- Impact of long term care costs
- Case study on how health care costs impact retirement planning
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Part 2: Medicare Strategies
- Medicare options
- When to enroll in Medicare
- Where to enroll in Medicare
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How to use RightCapital Leads to attract prospects
- Overview of the Leads program
- Marketing tips including how to use the Leads program to engage prospects
- Success stories and new marketing material
Click to access our webinars from April, 2017 and from December, 2016.
Illustrate the power of annuities in retirement planning
- Key components and risks of retirement income sources
- Using RightCapital to illustrate the value of in-force annuities
- Showing when an annuity may be a value investment for prospects / clients
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Engage prospects by illustrating Debt management strategies
- Different strategies for reducing Debt
- How to use RightCapital to illustrate debt reduction strategies
- How to incorporate debt management with the RightCapital Leads program to bring in prospects
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Engage prospects with a discussion on Social Security strategy
- Why Social Security strategies are important to advisors
- How to use RightCapital to illustrate the benefit of Social Security optimization.
- Sample slides that advisors can use to have a conversation with prospects about Social Security.
Access the recorded webinar; Access the social security slides from the presentation.
Acquire new clients with a conversation on tax-efficient distribution
- Concept of tax-efficient distribution
- How to use RightCapital to illustrate the benefit of tax-efficient distribution.
- Sample slides that advisors can use to have a conversation with prospects about tax-efficient distribution
Access the recorded webinar; Access the Tax-Efficient Distribution Slides .