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
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.
Generating Leads with an Emergency Contact List
Join us as SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, welcome Lee Duncan & Sam Howe! Lee & Sam share with us their innovative solution to the age-old dilemma of prospecting, and how you can use it to help build your client-based referrals!
Working Your Existing Book Of Business
SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by none other than one of the original founders of Equis Financial, your Executive VP of Sales Development, Bill Martin OG, and National Marketing Director and Platinum Elite Producer, Lori Martin! These two industry veterans share how to set appointments without leads by utilizing one of your most treasured resources… your own existing book of business!
