March 2016
 
 
 
 
 

Feature Spotlight: Health Care SMART Goal

Health Care expenses are a major concern for those in or nearing retirement, and many clients are now saying they want and need a financial advisor who can help them address those costs. At the click of a button, our Health Care SMART Goal automatically provides estimated costs for Medicare Parts B and D, Medigap policies, and out-of-pocket expenses. The result? A realistic assessment of health care costs that can be a great conversation starter and will help ensure clients are better financially prepared.
 
For more information, click here to register for our 45-minute webinar on Wednesday, March 9 at 4:00 pm ET, presented by one of our very own Senior Support Team Members, Chris Clark. He will discuss our best practices for using the Health Care SMART Goal.
 
 
 
 
 
 

Featured Tech Partners:

This month, learn more about how our technology partnerships can help you create better plans in less time:
 
Wealth Access
Mar 15 at 4:00 pm ET

PreciseFP™
Mar 17 at 4:30 pm ET

FinaMetrica
Mar 29 at 4:00 pm ET
 

Schedule a Training Event with the Live Team!

Want the Live Team to come to your city? Contact the team today to submit a suggestion or to schedule your own private event - before the 2016 schedule comes available!

Contact the team today for more information.


 
 
 
 
 
 

MGP Events & Conferences

Join us at one of these events!

CUNA FOCUS 2016
Mar 2 - 4, 2016 in Colorado Springs, CO

IOTECH Summit 2016
Mar 7 - 8, 2016 in Dallas, TX

RSA Spring Training for Advisors
Mar 8 - 10, 2016 in Scottsdale, AZ

2016 BISA Annual Convention
Mar 15 - 18, 2016 in Hollywood, FL

2016 IRI Marketing Summit
Mar 20 - 22, 2016 in Palm Beach Gardens, FL

IMCA Annual Conference
Apr 17 - 20, 2016 in Orlando, FL

TechLeaders 2016
Apr 18 - 19, 2016 in Dallas, TX

CEB Financial Services Tech Summit
Apr 20 - 22, 2016 in Boston, MA

FRA Mutual Funds & ETF Summit
Apr 26 - 27, 2016 in Boston, MA






 

Increase your MGP Knowledge

For your convenience, our webinars are available on a variety of dates and times. Register to join us on a day that works best for you!

**Newly Featured Webinar**
Engaging Clients in the Planning Process
Mar 8, 2016 at 11:00 am ET


Getting Started with myMoneyGuide
Mar 17, 2016 at 11:00 am ET

Introduction to Plan Creation
Mar 7, 2016 at 2:00 pm ET
Mar 15, 2016 at 2:00 pm ET
Mar 21, 2016 at 11:00 am ET


Introduction to Plan Delivery
Mar 9, 2016 at 2:00 pm ET
Mar 17, 2016 at 2:00 pm ET
Mar 23, 2016 at 11:00 am ET



Feature Spotlight Webinars:

Health Care Goal
Mar 9, 2016 at 4:00 pm ET

Create a 5-min Prospect Plan
Mar 15, 2016 at 11:00 am ET

Creating Reports
Mar 16, 2016 at 4:00 pm ET

Social Security Planning
Mar 22, 2016 at 11:00 am ET

Understanding & Presenting Results
Mar 23, 2016 at 4:00 pm ET

What If Worksheet Tips
Mar 29, 2016 at 11:00 am ET

Life Insurance Analysis & Long-Term Care
Mar 30, 2016 at 4:00 pm ET