🚀 Welcome to "Leading with Longevity Planning – A Guide to Client Conversations" Webinar Registration! 🚀

Hey there, Trailblazer! 🌟

There's no need to reinvent the wheel to help clients and prospects improve their lifestyles. The playbook is ready.

According to our good friend Dr. Michael Finke, when you help clients add guaranteed income, their spending goes up by 30% or more, their lifestyles improve, and the nightmares stop.

Advisors who focus on longevity with prospects and clients already gather 25% more assets and convert a higher percentage of their leads.

Date: April 16th
Time: 11 AM CT
Bonus: Qualifies for 1 hour of CFP® Continuing Education credit!
Featuring: Heather Holmes, Halo's founder, and Dr. Amy, industry-leading retirement transition planner.

Why You Can't-Miss This:

  • Be the Navigator: Discover how to steer your clients to thrive financially through their golden years with confidence and foresight.
  • Debunk Myths: Say goodbye to outdated perceptions of retirement. It's time to embrace age 70 as the new 50!
  • Earn While You Learn: Not only will you be gaining invaluable insights, but you'll also earn 1 hour of CFP® CE credit. Talk about a win-win!

What's in It for You?

  • Be the first to "HALO': Halo is a game-changing new longevity planning app that engages prospects, maps a longevity plan for clients, and creates a WOW experience.
  • Avoid Common Pitfalls: Learn the top mistakes to avoid in longevity planning from two longevity planning rockstars.
  • Trust Is Key: Dive deep into strategies for building and maintaining trust, the cornerstone of your client relationships. This will align you with solving their longevity fears.
  • Stand Out: In a sea of advisors, learn to differentiate yourself by focusing on what makes your clients unique.

How It Works:

Submit the form to secure your spot. Don't worry; it's quick and painless! Once you're in, mark your calendar. You'll receive a confirmation email with all the details for joining us live.

Ready to Elevate Your Advisory Game?

Spaces are limited because, well, exclusivity is our thing. Register now to ensure you don't miss out on this game-changing opportunity.

I can't wait to see you there! Let's redefine the future of financial planning together.

Register now.



As an ADO - Advisor Development Organization, InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.
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