Transform Your Tomorrows
Move confidently into targeted marketplaces and advanced-sales opportunities with a curriculum that turns complex planning concepts into plain language you can explain to any client.
Transform Your Tomorrows
Move confidently into targeted marketplaces and advanced-sales opportunities with a curriculum that turns complex planning concepts into plain language you can explain to any client.
160+
On-demand sessions
21
Advanced-market series
Any Device
Anytime access
Build a successful practice by mastering the markets that matter most.
No one can target everyone. This discipline helps you focus your time and brand on well-defined, higher-value marketplaces, giving you the language to educate clients through the life events they'll actually face.
Why it works for your practice
What you gain
Insight into the life events and situations facing today's prospects and clients.
Solutions, strategies and concepts explained in layman's language.
Confidence to approach, work with and recognize opportunities in new markets.
A dynamic library that's constantly updated as laws and markets change.
How it's delivered
The format
Bite-sized yet comprehensive sessions that fit any schedule.
Easy to use, easy to understand and accessible on demand.
Start, Stop & Continue activities that turn learning into action.
Worksheets that feed directly into your marketing and business plan.
What Happens When Someone Dies
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Introduction to estate conservation
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Reducing settlement costs & avoiding probate
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Introduction to wills and trusts
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When a loved one dies — the full timeline
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Managing an inheritance
Working with Business Owners
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Understanding small-business owners
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The small-business marketplace
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Life insurance in the business market
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Reading financial statements, parts one & two
Different Business Structures
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Sole proprietorships & partnerships
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C corps, S corps and taxation
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LLCs and professional service corporations
Managing Business Risks
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Buy–sell arrangements & funding
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Key person coverage
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Business disability coverage
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Estate planning for business owners
Estate Tax Planning
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How property passes at death
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Estate tax limits & trusts in estate planning
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Dynasty trusts & generation-skipping tax
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Charitable giving & annual gifts
Executive Benefit Plans
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Non-qualified retirement plans
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Executive bonus & split-dollar plans
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Deferred compensation
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Choosing qualified vs. non-qualified
Social Security
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What if You Keep Working While Receiving Benefits?
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Divorced Spousal Benefits
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FICA
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Women and Social Security Benefits
Medicare
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Overview of Medigap Insurance
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Medicare Advantage Plan or Medigap Coverage
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Medicare is only a Band-Aid
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Comparison of Medicare Choices for Medicare Coverage
Advanced Markets & Planning - Discipline Preview
See it in action
A sample of our on-demand video sessions
Every concept is delivered in a short, engaging module — the same bite-sized format used across the full 120-session library.
Overview of Key Person Coverage
Understanding "C" Corps
Avoiding Generation-Skipping Tax with Dynasty Trusts
Overview of the Secure Act 2.0
Overview of Deferred Compensation Plans
BBB Part 4: Charitable Giving, Estate Tax and Tax Brackets
Choosing to Receive Retirement Benefits at FRA
Medicare or Medicaid
Why it works for your practice
Designed for producers ready to move into advanced markets
Business-market advisors
Estate & retirement planners
Agency & advisor field staff
New & developing advisors
Experienced producers
Small practices & solo advisors
Advanced-sales specialists