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Courses

Retirement Planning University

RPU - Retirement Planning University
From annuities to taxes to various financial planning concepts utilizing insurance vehicles, this training session is designed to give you a jump start on your knowledge base. We go over the details and give you information on products, case designs, planning strategies, as well as prospecting and marketing tools. Best of all this class is frequently taught by Tyrone Clark himself.



Income Planning Academy

IPA – Income Planning Academy
This course provides details of how to design an efficient income plan for your clients. Detailed Advice on how to create a distribution report for your client. The course gives you an understanding of the various risks your clients will face in retirement. Learn how market volatility, theImportance of sequence of returns, inflation, taxes, long term and longevity affect a retirement plan. Upon completion of the course you will have the knowledge needed to prepare and present a distribution report for your clients. You will have an understanding of how to solve income gaps to cover both lifestyle as well as essential living expenses for your clients.



Single Premium Life Academy

SPLA - Single Premium Life Academy
Single Premium Life insurance is sweeping the industry. Agents are learning how to offer a huge asset to their clients: tax free wealth transfer. In this powerful course you will learn the concepts, case designs and field strategies that work. Imagine calling your client with an opportunity for them to save thousands in taxes, pass wealth tax-free, earn a healthy growth rate and have living benefits. This session will give you rock solid knowledge that you can use immediately to generate business and referrals.



Social Security Income Planning Academy

SSIP - Social Security Income Planning Academy
Learn the details you need to know to position your practice in this hot niche. After our intensive session, you will have learned the details involved with Social Security Benefit Planning and will have access to a customized software program designed to help make educated recommendations and run complex scenarios. You will learn where the opportunities are for additional insurance based recommendations. You will learn field knowledge not theory. We will go over case scenarios and design strategies and products. You will receive marketing and prospecting systems designed to launch you into this niche service to clients and prospects.