Join WealthVest's National Sales Manager, Charlie Yoachum, where he will walk through how you can utilize tax season to uncover more of your client's assets, positon tax deferral, and have deeper conversations surrounding retirement savings with your clients.

This webinar will feature WealthVest's 2022 1040 Tax Guide, 2022 Tax Summary, and Taxable Yield Chart. These tools help financial professionals have successful client conversations, and will feature sales ideas you can use in your practice.

With tax season here, WealthVest has recently released the 2022 1040 Tax Guide to serve as a way for financial professionals to build knowledge on using their client’s tax returns for deeper planning conversations. It will go through individual entry sections on the 1040 form that can reveal information on clients’ financial profiles. It can be used to lessen their tax burden, uncover planning opportunities, and help financial professionals know more about their clients’ investments.

When it comes to marketing your practice, how you position your brand and services can have a major impact on the success of your marketing efforts. As a financial professional, capitalizing on seasonal marketing opportunities and events can help you stand out in distinct ways that drive attention to your practice throughout the year.

Many businesses use seasonal marketing to help shift consumer behavior positively in their favor. For example, the retail industry often leverages holidays and major events, like Valentine’s Day, the Super Bowl, Fourth of July, and Black Friday, to promote their products and influence consumer’s purchasing habits. Similarly, financial professionals can apply many of these same seasonal marketing tactics to help boost their brand awareness and relatability among their target audience, and in turn generate more revenue for their practice.

WealthVest and Wade Pfau, PH.D., CFA, RICP, release a special edition book, Redefining Retirement: A Safe and Secure Way Down the Mountain. The book features the culmination of Pfau's research on lifetime income and the role of annuities, and a guide on how financial professionals can utilize the concepts from the book with their clients.

Over the last few years, social media usage has become one of the most popular activities among individuals of all ages. With more than 3.6 billion users currently, the expanding reach of social media is a great reminder of the medium’s power and influence on consumers

March 2020 began a vicious market decline that saw portfolio values collapse. On March 23rd the Dow hit a low of 18,213.65*. This was not the first market correction that occurred this century. The first few years of the early 2000’s were marred by the losses of the Dot-com bubble bursting, and fast forward to 2008, we saw the housing bubble burst and the beginning of the “Great Recession.” While, markets have greatly recovered this year, the tumultuous nature of the first few months greatly depleted investors savings.

With volatility in the markets at an all-time high, individuals are looking for safe options to allocate their portfolio into whether it be bonds, CDs, or money market funds. Money markets have seen a large uptick of inflows. This year we have seen money market funds grow to $4.5 trillion in assets. In March alone, the U.S. Money Market Funds experienced nearly $1 trillion of new money entering into money markets.** The downside of being in cash right now is low yields make it difficult for accounts to keep pace with inflation.

When I sat down in early February to reevaluate the piece, What’s Your Favorite Fixed Income Alternative, the 10-year treasury hovered near historic lows, by March, they had plunged further than many expected. March was the most volatile month we’ve seen since the Great Depression, not only in equities, but in bonds too. U.S. sovereign debt has traded at highest highs, with yields dropping to .318% on the 10-year and 1.34% on the 30-year*. Falling interest rates have resulted in gains for bond funds and bonds trading in the secondary market. With bonds trading at record highs, talk to your clients about potential bond alternatives for a few reasons.

Have you heard of structured annuities, buffered annuities, registered index-linked annuities or variable index annuities? With so many different names for the same product line it can become confusing but since LIMRA uses registered index-linked annuities (RILAs), I will use it to describe the fastest growing segment in the annuity space and give reasons why sales are accelerating so rapidly.

You are undoubtedly getting phone calls each and every day from your weary and worried clients about what they should be doing with their investments and how today’s events will affect their financial plan. You’ve helped navigate them through the ups and downs of the market in the past, but this is the first time guiding them through a worldwide pandemic. What do you tell them?

Are you prepared?