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March 2017 |
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New Income Strategy Feature in MoneyGuidePro® A growing number of financial planners are actively considering Home Equity Conversion Mortgages (HECMs)—commonly known as reverse mortgages—when developing income strategies for their clients’ retirement plans.  |
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| Live Training Come check out PIEtech's headquarters, hear about future developments from leaders and dive into MoneyGuidePro®. Our two-day live training focuses on coaching by experts to build your confidence in creating and delivering plans. Regularly priced at $599, you can register today for a discounted price of $399. |
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| Expert Tips From Training Goals are the foundation of any quality financial plan. Separating them into needs, wants and wishes helps prioritize them and helps identify tradeoffs if needed. An average advisor-driven plan contains 2.7 goals while a client-driven plan averages 7.5 goals. This discrepancy may represent missed revenue opportunities for an advisor. It may also mean that many plans are significantly underestimating the amount of money a client will require to achieve their retirement goals. Having that discussion can strengthen relationships and help advisors act in their client's best interest. |
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Featured Webinar MoneyGuidePro® + FinaMetrica Mar 29, 2017 at 4:00 PM EDT  |
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| Conferences CUNA National Sales Meeting 2017 Mar 6 - Mar 8 in Atlanta, GA BISA 2017 Annual Convention Mar 7 - Mar 10 in Hollywood, FL Saltzman BD Insurance Distribution Roundtable 2017 Mar 14 - Mar 15 in New Orleans, LA IRI Marketing Summit 2017 Mar 19 - Mar 21 in Chicago, IL Tiburon CEO Summit XXXII Spring 2017 Apr 3 - Apr 5 in New York, NY InvestmentNews Retirement Income Summit 2017 Apr 24 - Apr 25 in Chicago, IL Morningstar Investment Conference 2017 Apr 26 - Apr 28 in Chicago, IL LIMRA Retirement Industry Conference 2017 Apr 26 - Apr 28 in Chicago, IL |
Webinars Introduction to Plan Creation Mar 7, 2017 at 2:00 PM ET Mar 13, 2017 at 2:00 PM ET Mar 21, 2017 at 11:00 AM ET Mar 29, 2017 at 11:00 AM ET Social Security Analysis Mar 7, 2017 at 11:00 AM ET Mar 22, 2017 at 11:00 AM ET Introduction to Plan Delivery Mar 9, 2017 at 2:00 PM ET Mar 15, 2017 at 2:00 PM ET Mar 23, 2017 at 11:00 AM ET Mar 31, 2017 at 11:00 AM ET Create a 5-min Prospect Plan Mar 14, 2017 at 11:00 AM ET Mar 29, 2017 at 4:00 PM ET Comparing Pension Options Mar 9, 2017 at 4:00 PM ET Life Insurance Analysis and Long-Term Care Mar 15, 2017 at 4:00 PM ET |
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 Learn more from industry thought leaders who share their unedited insight and best practices for good financial advice, a quality financial plan and the role of a fiduciary.  |
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