SMART RETIREMENT by Matt Zagula
Author Matt Zagula is best known for helping hard-working people and business owners reach their lowest legal tax rate and deploying those tax savings into SMART tax-exempt assets for their future. In this book, he does not discuss the same old recycled financial planning ideas. Instead, he teaches you strategies similar to those being used by top executives and the wealthy elite so that more Americans can benefit from the same SMART retirement planning techniques. The tax code is clear: you are legally obligated to pay tax only once on the dollars you have. This book will make you and your money SMART so you can spend less on taxes, and have more for you!
Training Videos
Ameritas & Debt Elimination
For many Equis agents, their only experience with selling Whole Life has been as part of a Final Expense plan. Many have been surprised to see that a properly designed Whole Life policy is a key component in making the exciting new Debt Free 4 Life strategy work correctly. Join us as Dylan Krings from Ameritas provides an in-depth training on their Access Whole Life product and explains why it works so well in the DF4L concept. Dylan will run some illustrations and make sure that you have everything you need to successfully use this product while working with your clients to eliminate debt. This is one training session that you absolutely cannot afford to miss!
DF4L with Tracey Spikes Part 2
Tracey Spikes returns for Part 2 of our NEW Debt Free 4 Life program rollout!
On this episode, we share how YOU can get started in this new system that uses permanent life insurance to eliminate debt & create wealth simply, in an often one call, 35-minute, virtual appointment! You DO NOT want to miss this innovative solution to one of America’s most common household issues!
The Equis Retirement Solutions Specialist Program
Vice President of Retirement Solutions, Bill Martin 2.0, explains the importance of using a Retirement Solutions Specialist to help in close more indexed product sales and also explains the fantastic opportunity that Equis provides for you to become a Specialist and serve your team's indexed product needs.
Virtual Debt Elimination Training Part 1: Introduction
The Retirement Solutions Team presents a day of Debt Elimination Training! Part 1 is the introduction with President, CEO, & Integrity Marketing Partner, Barry Clarkson, SVP of Retirement Solutions, Pete Lee, VP of Retirement Solutions, Bill Martin 2.0, and Director of New Business Development, Retirement Solutions!
The Referring Agent Experience
How would you like $2000 on average to just fall into your lap? Did you know there is the potential for that EVERY TIME you refer a client to a Retirement Solutions Specialist?!? This week we are talking to agents who have success with the referral program, even with clients that they weren’t able to make a sale with themselves!
Joining us in the RS hot seat are Marcus Moore, Bobbie Unick, and Flor Garcia, all with tales of how they made a commission by simply passing along some information!
The Lafayette Life Experience
Pete Lee and Bill Martin 2.0 are joined by special guests Silver Elite Producer & Sales Manager, David Begley, and Gold Elite Producer & District Manager, Andrew Pappas, sharing their experience with our new carrier for debt elimination marketing, Lafayette Life! These two discuss what they have learned about submitting business with this carrier, how they have been managing pending business, and why they have chosen to work with Lafayette Life’s products!
Debt Elimination Software
SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are excited to announce a visit with Keefe Duterte & Ryan Driscoll! Keefe & Ryan share a walkthrough of the Debt Elimination software that is taking Equis Financial by storm! If you are already using the software, or have considered it, this webinar is a must-see!
Debt Elimination Products with Foresters & Ameritas
This week, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, continue the Debt Elimination conversation with a discussion around the products that are best used with the program! Joining us will be Dylan Krings from Ameritas, along with Bruce Burak from Foresters! If you are looking for more information regarding Debt Elimination, this webinar is for you!
DF4L with Tracey Spikes Part 1
Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as they introduce a new system that uses permanent life insurance to eliminate debt & create wealth at the same time. This is a simple, one call, 35-minute, virtual appointment! You DO NOT want to miss this innovative solution to one of America’s most common household issues!
Debt Elimination Success Stories
You’ve seen the presentation, you’ve been told how you can get involved. Now, hear the success stories from those who have started using the program!!
Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as they welcome National Manager, Jim Glascott, Senior Sales Manager, Joe Skelley, and Silver Elite Producer, David Begley! These gentlemen will share their stories and experiences thus far with this amazing new resource!
