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2018/2019 Webinars

How To Turn 71% Of Attendees Into Appointments

How $90 Million Advisor Obtains Critical Client Data

GENERAL

Workshop Materials

Workbook Order Form

AFES Workshop Process

Advisor Workshop Checklist

AFES Responsibilities

AFES Workshop Mailer Setup Form

Follow Up Class Form

Workshop Script

Articles/Studies

Annuity Glossary

401k: Failed Experiment 5-19-2015

Securing Income with Annuities

401k Failure

Social Security Trustees Report 2017

ABCs: How FIA’s Work

Planning Process

Investigation-Interview Questions

ABC Planning Process Script

ABC Color Chart BLANK

Letter to Client for First Meeting

Training/Webinars

DVD: ABC Planning Process DVD

Where Annuities Fit: ABC Planning Process

Stop Selling and Start Leading

You’re a 10-Live Like It

Relational Focus Group Manual

MAXIMIZING SOCIAL SECURITY

POWERPOINT PRESENTATION

Maximizing Social Security- 8th Edition- Quadrant Planning

Maximizing Social Security- 7th Edition- ABC Planning

Lesson Plans and Materials

Workbook Answer Key(s)

8th Edition- Quadrant Planning Workbook Answer Key

7th Edition- ABC Planning Workbook Answer Key

 

Student Forms and MaterialsMaximizing Social Security Course Evaluation

Maximizing Social Security Course Description

Maximizing Social Security – ABC Planning Strategy Session Form

Maximizing Social Security Workshop Goals

2019 Social Security Trustees Report

2020 Social Security Fact Sheet

 

Marketing Materials

MSS Poster Board

Maximizing Social Security Upcoming Workshop Flyer

Maximizing Social Security Pre Class Letter Sample

Maximizing Social Security Banner

 

Training & Examples

Maximizing Social Security Seminar 02-25-17

Maximizing Social Security Sample Statement Wanda Worker

Social Security & Taxes

PowerPoint Presentation

Social Security & Taxes Workshop PowerPoint

Lesson Plans and Materials

Evaluation Form

Workshop Goals

Workbook Answer Key

TAX ADVANTAGED PLANNING

PowerPoint Presentation

TAP Workshop PowerPoint

Lesson Plans and Materials

Evaluation Form

Workbook Answer Key

TAP Poster Board

PRINCIPLES OF RETIREMENT PLANNING

PowerPoint Presentations

PRP Workshop Presentation – Quadrant Planning

PRP Workshop Presentation – ABC Planning

Lesson Plans and Materials

Quad. Planning PRP Answer Key

Quad. Planning PRP Workshop Goals Form

PRP Evaluation Form – Quad Planning

PRP Quadrant Planning Workshop Flyer

ABC Planning Workshop Flyer

General:

ABC PRP Financial Interview Form

PRP Ibbotson Article

Videos:

ABC Video as Review

Accumulation Vs. Distribution

What If We Do It Again

WOMEN & RETIREMENT

PowerPoint Presentations

Women & Retirement Presentation

Lesson Plans and Materials

How Not to Run Out of Money Evaluation Form

Financial Decision-Making Styles Test

CONSERVATIVE RETIREMENT PLANNING

PowerPoint Presentations

Three Week Workshop Option

Week 1 of 3

Week 2 of 3

Week 3 of 3

Two Week Workshop Option

Week 1 of 2

Week 2 of 2

Lesson Plans and Materials

ABC Snackshop Script 2016

Budget Provision on Social Security Distribution Strategies

Certificate of Completion ABC Worskhop

ABC Training Manual

Workshop Goals

Final Exam

Evaluation Form

Evaluation Form Editable

Bat Socks Chapters 1-4

Social Security Made Simple Chapters 1-4

SOCIAL SECURITY BENEFITS

PowerPoint Presentation

SOCIAL SECURITY BENEFITS: WHAT, WHEN, HOW

Lesson Plans and Materials

Social Security Benefits Workbook Answer Key

Appointment Sheet

Current Income Needs Worksheet

2017 Social Security Trustees Report

2018 Social Security Fact Sheet