2018 Year End Tax Tips
How did 2018 fly by so quickly? It’s that time of the year again… when we’re all thinking about…TAXES… Download your year end tax tips kit!
Financial Planning Week 2018
In order to help you promote Financial Planning Week, we’ve put together a free social media kit including a social schedule, social media exclusive images and of course the awesome resources from FPSC. Download your free kit!
What’s your number for retirement? Calculate it here.
Determine if you’re on track for retirement in less than 5 minutes.
The Need for Corporate Life Insurance- Your free video
We’ve put together a video about the Need for Corporate Life Insurance.
The Need for Personal Life Insurance- Your free presentation
We’ve put together a powerpoint presentation and video about the Need for Personal Life Insurance.
Financial Planning Incorporated Professionals- Your free presentation, video and checklist
We’ve put together a powerpoint presentation, video and checklist about Financial Planning for Incorporated Professionals.
Financial Planning Business Owners- Your free presentation, video and checklist
We’ve put together a powerpoint presentation, video and checklist about Financial Planning for Business Owners.
Financial Planning- Your free presentation, video and checklist
We’ve put together a powerpoint presentation and video about Financial Planning.
Life Insurance Campaign
Summer time is a great time to catch up and plan for the next quarter. Many advisors head into the last quarter with little or no planning. Fortunately, we’ve put together a Life Insurance Marketing campaign to help you effectively market insurance so you have prospects ready to go in September. Download your free Life Insurance Campaign kit.
10 essential decisions for business owners
Download your free powerpoint presentation and video that covers 10 essential decisions for a business owner from considering corporate structure to retirement and succession planning.
