i65 is on the cutting edge of fintech. But, we're not alone...
Get to know some of the other revolutionary tech or service solutions for financial advisors that we've discovered.
As a tech solution ourselves, we move in circles filled with new, cool or just so much better tools and resources for financial advisors. We thought it would be nice to share some of these with you.
In most cases, the solutions listed here will provide you with a discount.
become a social security expert
You know you don't want to become a Medicare expert— but, for many financial advisors, Social Security is different!
Want the best training on Social Security possible? Get to know the Registered Social Security Analysts (RSSA).
The RSSA® credential is the standard of excellence in Social Security advisory and planning.
As a Registered Social Security Analyst®, you will help clients potentially gain tens or hundreds of thousands of dollars in incremental Social Security income. Take advantage of this smart opportunity and get started with your training today.
The RSSA® program is the only Social Security education program with RSSA Roadmap® software training, created for advisors who want to take a deeper dive into the nuances of Social Security. After completing the program and passing the National RSSA® Competency Final Exam, advisors are well positioned to help existing and prospective clients with their Social Security planning needs. The program is approved by the IRS, NASBA, and CFP Board for CE credits. This course will teach you everything you need to know about offering expert Social Security advisory services.
Interested in RSSA?
Click the button below and the code "i65300" to SAVE $300!
become a certified long-term care advisor
Medicare does not cover long-term care. Not a penny!
Planning for long-term care has never been more important. A long-term care event and associated expenses pose the greatest threat to an aging client’s financial security. But, talking about long-term care with clients can be very difficult. Luckily, there's help!
Protect your clients and your business by engaging in Long-Term Care planning conversations. Join a Certification for Long-Term Care (CLTC) Master class where you will acquire a powerful set of planning skills to confidently create appropriate funding solutions for your clients.
As the premier planning designation, CLTC also provides objective credibility for the advisor about his or her intent, commitment, and skills when it comes to long-term care planning.
Include Comprehensive Financial Planning
Medicare is just one part of a larger comprehensive financial plan. Advanced Planning Educational Group, Inc. (APEG) is the leader in providing tools, resources, and training for Financial Professionals who offer — or aspire to offer — comprehensive financial planning services to their clients.
For those who currently offer Financial Planning services, “APEG Membership” helps you stay up to date on key knowledge and best practices in this ever-changing world.
For those who aspire to learn the Art and Science of Financial Planning as a service, “APEG Membership” coupled with one or more of APEG’s “a-la-carte courses” can help you take your planning practice to the next level.
Learn more by setting up a meeting with APEG’s Member Relations coordinator, Lisa Lee.
