As Elliot Masie said, "We need to bring learning to people instead of people to learning."
That's exactly what we did at our first-ever Innovate Virtual Summit! This past week we dusted off our microphones and powered up our webcams to bring the industry’s top training conference to the comfort of over 600 attendees' offices.
The three-day event provided advisors with a powerful learning experience. If you missed this week’s training, don’t fret. We have the key takeaways below, as well as links to some learning opportunities on-demand.
Top 3 Takeaways
- Tax and Legislative Risk are Growing: Becky Ruby Swansburg, CEO, addressed the rising risk of taxes and the potential impact of the 2024 election on U.S. savers. A downloadable white paper by Becky delves deeper into this topic, as does this recent webinar Becky hosted on the 2024 election and the future of the Trump Tax Cuts. Net/net: Many of our clients need to prepare for the risk of rising taxes in the years and decades ahead.
- Lead Gen Can Leverage the Election Year: Tyler Randall, National Sales Director, highlighted top lead gen ideas for advisors looking to grow - especially tools that help attract higher-net-worth prospects. One tool he says is really converting for advisors in 2024 - especially with the election coming up in November? The Retirement Tax Bill lead generator.
- Driving Alpha… With Annuities? COO Neil Wilding introduced a whole new way to evaluate income for clients and showed how advisors can evaluate FIAs as a driver of alpha in their clients’ retirement approaches. You can watch a recent webinar Neil held on this topic here.
And a Bonus from Our Partners
A big thank you to our sponsors RA Marketing and NAIFA for their insights on the agenda.
RA Marketing taught attendees how to leverage automated webinars to drive leads - even while you’re vacationing at the beach this summer. See how it works here.
And NAIFA provided insights on the long-term care risks facing U.S. savers.
Stay tuned for our next training dates!
Don’t worry if you missed this event. Registration is open for our next live Innovate Summit, taking place this September in Louisville, KY. Register today!
