Turnkey Educational Workshops

Many financial advisors agree seminars require a lot of effort. Some don’t want to spend money on dinners.

LeadingResponse® offers turnkey educational workshops simplifying this process. We give you the option of hosting an event with food or without.

Tax-Savvy Retirement Planning

Our turnkey educational workshops provide a valuable opportunity for you to educate your existing clients and prospects about opportunities and challenges that could impact their retirement income.

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Social Security Planning

Hosting educational classes is an ideal way for advisors to brand themselves as experts in Social Security planning. Social Security benefits are a vital source of income for many retirees.

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Indexed Universal Life (IUL) Program

Because of its versatility, Indexed Universal Life (IUL) coverage has emerged as one of the hottest products in today’s insurance market. This tax efficient product provides an incredible opportunity to help grow your business.

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