This is your last chance to sign up for our 15-Minute virtual meeting Split Dollar Life Insurance: https://lnkd.in/gUXtMbaT During this 15-Minute info-packed session we will discuss everything you need to know about a Split Dollar Plan. 📅 Date: TOMORROW at 3:30 PM Central Time ⏰ Time: 15 minutes 📍 Where: Zoom
Advisor's Resource Company
Finanzdienstleistungen
Coppell, Texas 289 followers
Empowering Clients to Make Smart Financial Decisions with Proactive Solutions
Über uns
Empowering Clients to Make Smart Financial Decisions with Proactive Solutions. We deliver value with tax-reduction and risk mitigation strategies utilizing a proactive and holistic mind-set. We want to help people make smart financial decisions… How? We do this by being proactive and holistic. We believe that embracing these two values allows advisors to use their time more efficiently and effectively while helping their clients get the best advice possible.
- Website
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http://www.advisors-resource.com/
External link for Advisor's Resource Company
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 2-10 Mitarbeiter
- Hauptsitz
- Coppell, Texas
- Typ
- In Privatbesitz
- Gegründet
- 2013
- Spezialitäten
- Proactive Planning for CPAs, Strategies for Business Owners, and Life Insurance Support
Standorte
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Primäre
Wegbeschreibung erhalten
446 Houston St
Coppell, Texas 75019, US
Employees at Advisor's Resource Company
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Mark "MJ" Josefczyk
"Evangelist" to RIAs (Financial Advisors) | "Be Brief. Be Bright. Be Gone" | "Godfather-Commish" RIA Golf Outing Tour (14 Midwest cities | 13 States)…
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Jordan Pence, CFP®
I want to help people make smart financial decisions by being proactive and holistic.
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Julie Ramirez
Employed at Advisor's Resource Company
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Kathy Levins
Executive Administrator
Aktualisierungen
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This is your last chance to sign up for our 15-Minute virtual meeting: https://lnkd.in/gvhVUVST Many advisors preach that buying term life insurance and investing the difference one would spend on a permant policy is the best route. TOMORROW we will discuss flaws with this strategy and cover a potential alternative. 📅 Date: TOMORROW at 3:30 PM Central Time ⏰ Time: 15 minutes 📍 Where: Zoom
Webinar Registration - Buy Term & Invest the Difference; A Myth Dispelled (4/18/2024)
https://advisors-resource.com
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In just 15-Minutes, learn everything you need to know about an Insured Family Legacy Plan: https://lnkd.in/dhV9W9ks I wanted to share the recording from one of our recent 15-minute virtual meetings. During this info-packed session we reviewed a strategy to help grandparents plan a legacy for the benefit of their children and grandchildren using life insurance.
Webinar Registration - Insured Family Legacy (3/7/2024)
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This is your last chance to sign up for our 15-Minute virtual meeting. TOMORROW we will discuss a tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process: https://lnkd.in/gb_-bgVA 📅 Date: TOMORROW at 3:30 PM Central Time ⏰ Time: 15 minutes 📍 Where: Zoom
Webinar Registration - Premier Bonus (4/4/2024)
https://advisors-resource.com
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In just 15-Minutes, learn how to present a Life Insurance Retirement Plan (LIRP): https://lnkd.in/gB27a-3B I wanted to share the recording from one of our recent 15-minute virtual meetings. During this info-packed session we reviewed a strategy to help you increase your life insurance sales in the pre-retiree market by presenting a Life Insurance Retirement Plan.
Webinar Registration - How to Present a Life Insurance Retirement Plan (2/22/2024)
https://advisors-resource.com
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This is your last chance to sign up for our 15-Minute virtual meeting. TOMORROW we will be explaining how you can get more referrals for life insurance prospects by leveraging relationships with CPAs: https://lnkd.in/gNiVsY4j 📅 Date: TOMORROW at 3:30 PM Central Time ⏰ Time: 15 minutes 📍 Where: Zoom
Webinar Registration - Get Referrals from CPAs (3/21/2024)
https://advisors-resource.com