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Upcoming Training Opportunities…

Weekly Top Rank Advisors National Call

Top Rank Advisors National Call
Recorded Live, March 10th, 2025
Our March 10 National Call celebrated Top Rank’s record-breaking February sales of $8.2 million and introduced Alex’s new monthly market updates on portfolio management. The discussion covered key market trends, including the impact of tariffs on volatility, with the S&P 500 dropping 3.4% last week. Featured portfolios included Red Hawk’s high-dividend stock portfolio (8.3% annual return) and Victoria Capital Management’s growth portfolio (16% annual return since 1994). This meeting reinforced the importance of diversification through income annuities and dividend portfolios to help clients navigate market risks and secure their financial future.
Top Rank Advisors National Call
Recorded Live, March 3rd, 2025
Ryan showcases outstanding February production numbers, with Bryant Stone leading at $1.9 million, Alex surpassing $1 million, and Derek at $933,500. Year-to-date issue paid through February reached $5.14 million, with $4 million from February alone, and pending production at $5.35 million. Upcoming boot camp speakers also mentioned that include Allianz for IUL training and One America for long-term care, plus a new CPA relationship to support client tax planning. The meeting reinforced the importance of responsibility, clarity, and persistence in driving success.
 
Top Rank Advisors National Call
Recorded Live, February 24th, 2025
This National Call focused on using Right Capital for client onboarding and tax planning. Candace walks through setting up a client profile, stressing the importance of accurate income and asset details. Alex highlights the tax planning tools, particularly for Roth conversions, optimizing tax brackets, and managing future tax liabilities. The team also discusses how the software projects tax-adjusted ending assets and RMDs. This session finishes with a Q&A on using Right Capital for income projections and its value for both clients and prospects.
Top Rank Advisors National Call
Recorded Live, February 10th, 2025
On this week’s National Call, the marketing team covered key strategies for financial advisors to improve CRM efficiency and enhance LinkedIn profiles. Cari discussed common CRM import delays and stressed the need for detailed notes and proper servicing in Redtail for compliance. Jeff shared 20 actionable steps to optimize LinkedIn visibility, from updating education and skills to using targeted keywords. He also introduced tools like Duck Soup for automated, compliant messaging. A polished LinkedIn profile, he emphasized, is crucial for lead generation and client retention, especially in the government sector.
Top Rank Advisors National Call
Recorded Live, February 3rd, 2025
This week’s National Call covered key updates on Client Servicing, product changes, and upcoming events. American Equity raised the Asset Shield bonus to 14% for new applications signed after February 1, impacting fund families and participation rates. The team reviewed the Client Servicing guide, ensuring A+ clients receive quarterly reviews and high-net-worth clients get enhanced marketing. Upcoming events include the Top Ranked Agents Academy on March 27-28 and various webinars. Candace also highlighted the Clients for Life service for automated client communications.
Top Rank Advisors National Call
Recorded Live, January 6th, 2025
In this week’s meeting, Ryan shared exciting updates and announcements, including a 95% year-over-year growth with monthly annuity sales pacing at $4.5 to $5.5 million, positioning the company for $75 to $100 million in annual sales. Advisors were informed about Atlantic Coast Life and Sentinel temporarily pausing new applications due to state issues and introduced to the 2026 incentive trip for meeting production benchmarks. We also highlighted upcoming Legacy Lock training sessions and an advisor boot camp in Raleigh to support continued success.

2024 - Weekly Advisor Training Sessions

2024 - Weekly Top Rank Advisors National Call