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

Access the   recorded webinar; Access the slides from the presentation

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

Access the  recorded webinar; Access the slides from the presentation

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

Access the   recorded webinar;   Access the slides from the presentation .

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

Access the  recorded webinarAccess the slides from the presentation.

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 .