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    In The News

    Hidden Value: Exposing the Annuity Bonus Trap

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses the annuity bonus trap, the misleading nature of annuity bonuses, and how advisors can add value to their clients by exposing them for what they are—advances on future earnings. 


    Live Webinar: 7 Steps to Fantastic Seminars

    Tips For Making Your Next Seminar A Success Educational seminars can be a fantastic marketing tool, but it requires a certain level of training and skill to be successful with seminars. During this live webinar you’ll learn powerful tricks and tips that will drive your seminar results to new levels of success. 


    Take the Right Steps and Grow

    You've Got Engagement, Now What? Marketing can be crucial to building an advisory practice, but attracting potential clients is only step one. The remaining steps are just as vital.


    Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

    Income InSight brings together multiple financial planning techniques into one place: one website, one login, one client list. Social Security Timing, Tax Clarity, SmartRisk and Income InSight were created by Joe Elsasser, CFP®, a practicing financial advisor, specifically for other advisors who specialize in providing retirement advice to mass-affluent consumers.

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