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IUL Battle Plan 2.0 - Alternative tax-smart strategies

Wednesday, April 21 | 8:00 pm EDT

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WhyPeak Pro Financial?

We are the boutique agent development firm advisors turn to for powerfully unique and proven alternative tax-smart solutions.

Constantly tested and consistently trusted

The decision to meet with Gabe, Sarah and the Peak Pro Financial team changed the trajectory of my business. Today, I am serving more people, my meetings are more productive and I am capturing more business. The ideas, service and help I have received from Peak Pro Financial has been second to none. I’m so fortunate to have them as part of my business and look forward to many more years to come.

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Mark M, CRPC®Colorado

I chose Peak Pro Financial because I was looking for a higher level of relationship and service, as well as the feeling of partnership.

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Robert W, RCPCalifornia

I wanted to add IUL to my practice but needed a deeper level of support. The hands-on training and tools they provide help me educate my clients so they understand various concepts. With Peak Pro Financial, I'm putting my clients in strategies that I can be confident in.

Jason C
Jason CIllinois

Peak Pro Financial is much more than a product provider. They serve as a resource in so many ways, helping me re-engineer myself from a product salesman to a full-service advisor. The team is committed to helping me achieve maximum success, and they've been a big part of it.

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Brian GNew Jersey

I have recommended several advisors to the firm. And yes, I will keep recommending. Sarah, my Sales Development Advisor, and the team are a big part of my planning. Even in 2020 during the lockdown, my business has been up 20%. That would have been tough to do without Peak Pro Financial.

Dave N
Dave N, RICP®California

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Latest blog posts

Growth: Are you offering your clients the right growth strategies?

As your clients move into the senior market, there is more time behind them than on the horizon. Are you offering the right GROWTH solutions for your clients to match their tolerance on the risk/reward spectrum?

April 08, 2021

Google My Business for financial advisors

Financial advisors can no longer ignore the need to be seen on Google. But how, exactly, do you make sure you're on the first page? Here's one super-simple (and FREE!) way to make magic happen.

January 14, 2021

Adding the four-letter word to "tax"

In March 2011, David Walker declared on national radio that income tax rates in our country would have to double. Otherwise, we’d go bankrupt. Bummer, huh? So, who is David Walker and why should we care? And is there any merit to his claim?

December 14, 2020

Why today's tax fire sale probably won't last for long

It’s everyone’s favorite topic! Most likely to complain about, that is. Some people look at taxes as a necessary evil. Others view it as a civic duty. No matter where you stand, it’s safe to say that it’s one of the highest “fees” you’ll pay throughout your lifetime.

September 21, 2020

A ticking tax time bomb? What your clients need to know about the SECURE Act and inherited IRAs

Imagine you’re in the middle of playing an intense game of baseball. Both teams are tied in the bottom of the ninth inning. You’re on the mighty home team, and you have a runner on third base, eagerly waiting to score. There’s only one out.

September 01, 2020

Risky business: How sequence of returns can make or break your client’s retirement

Sequence of returns risk, or sequence risk, analyzes the order in which returns occur. Poor returns during your distribution years can do lasting damage to your long-term retirement outlook. To get an idea of how sequence of returns works, let’s examine the following scenario.

August 25, 2020

The truth about IUL bonuses and multipliers

Indexed universal life (IUL) bonus credits and multipliers have been in the spotlight for quite some time. While attractive on the surface, advisors need to consider the reality of these enhancements. That is, whether or not clients will actually receive them.

August 10, 2020

The battle to break even

2020 has been a crazy ride. From COVID-19 and extreme market volatility to social unrest and the presidential election, there’s a lot going on. How can advisors and their clients cut through the clutter and decipher fact from fiction? And how can they stay ahead of a market that doesn't mirror what's going on in the economy?

June 24, 2020

Peak Pro(file): Getting to know Jane Upton

Peak Pro(file): Getting to know Jane Upton If you want to talk to the "brains" behind Peak Pro Financial, then you need to connect with Jane Upton. With more than 30 years' experience in the life insurance industry and holding the Chartered Life Underwriter (CLU) designation, she is responsible for developing and perfecting the firm's Advanced Markets and plan design capabilities.

June 12, 2020

Market volatility: How low will we go?

It's the one thing on almost everyone's mind. With COVID-19 cases on the rise and the stock market in a tailspin, advisors and clients alike are wondering when everything's going to get back to "normal." Even the passage of the CARES Act, the $2 trillion dollar stimulus package, wasn't enough to bring a glimmer of hope to the market.

April 13, 2020

Peak Pro(file): Getting to know Nick Lowitt

Many of our advisors know Nick Lowitt, Senior Managing Sales Development Advisor, pretty well. Hard-working, ultra-determined and disciplined, Nick is one of Peak Pro Financial's greatest assets - always sharing expertise and going the extra mile to help advisors take it to the next level.

April 10, 2020

The CARES Act: A quick primer on RMDs

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The LTC advantage

There are a lot of misconceptions around long-term care (LTC) these days. And unfortunately, these myths are holding back many advisors and clients from incorporating LTC as a fundamental part of their overall retirement plan. According to a Genworth study, only six out of 10 people are convinced they'll ever need long-term care.

November 21, 2019

IUL know-how: The index crediting game

Since the advent of AG 49, many carriers have tried to find creative ways to increase the illustrative crediting rate of their products. Essentially, illustrations are required to show the basic costs and benefits in an insurance product with projections of performance over time.

October 24, 2019

IUL know-how: What is arbitrage, exactly?

As financial professionals, we know that one of the biggest problems in retirement is the fact that every time you spend a dollar, you lose a dollar. If you have $10 in your retirement savings account, and you withdraw $5, you now only earn interest on the remaining $5 account balance—and nothing on the $5 withdrawal.

September 15, 2019

Annuities: What really happens when interest rates bounce back?

Over the past couple months, the news cycle has been blasting headlines about interest rate cuts. Well, the Fed reduced rates in late July—the first time in over a decade. And now they're hinting to another rate drop. We know a rate cut means insurance carriers will reduce fixed rates offered on annuities.

August 22, 2019

Do you really need to prospect?

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