Connecting the Bridge Between the IMO & FMO Info@TopRankAdvisors.com

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  • 3733 National Drive Suite 123 Raleigh, NC 27612
  • Info@TopRankAdvisors.com
  • 919.300.5870

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2024 - Weekly Top Rank Advisors National Call

Top Rank Advisors National Call
Recorded Live, December 16th, 2024
Ryan reviews key updates and plans for the year, including a new CRM system, Go High Level, with automated booking and emailing. Launching in January, the 10-week legacy planning program covers marketing, sales, and implementing wills and trusts. Sessions include system setup, client targeting, and marketing strategies. Participants are encouraged to get licensed with Legacy Lock ($495 annually or $49 monthly). The meeting ended with a Q&A, emphasizing the benefits of these initiatives for business growth.
Top Rank Advisors National Call
Recorded Live, December 9th, 2024
This meeting highlights key updates such as the CRM launch, new office space set for January, Top Rank transitioning to an RIA with 400+ portfolios, and a 2025 incentive trip rewards top advisors. The current focus is on refining operations and staying future-focused.
Top Rank Advisors National Call
Recorded Live, November 25th, 2024
We celebrated the top five annuity producers for the month, with Bryant Stone leading at $735,352, followed by Matthew Walker, Alex Hearley, Ken Ward, and Derek Dressler. The company is on track for a $5 million month, having tripled life production year-over-year and surpassing last year’s long-term care business in one month. Upcoming initiatives include a new CRM system, enhanced boot camps, and an incentive trip for top producers. The focus for 2025 is on automation, with plans to streamline processes and enhance marketing efforts. The company aims to maintain momentum and improve efficiency through new training and automation tools.
Top Rank Advisors National Call
Recorded Live, November 18th, 2024
This Monday meeting discusses advanced tax planning strategies with a focus on Roth conversions and income annuities. Key points include converting funds to Roth accounts or annuities to reduce tax exposure from RMDs, with an example showing how an $85,000 annuity can generate $6,100 annually while removing the amount from RMD calculations. The strategy also uses annuity income to cover RMDs and funds brokerage accounts for tax-efficient growth. The session emphasizes minimizing taxes, maximizing income, ensuring tax-efficient asset transfer, and understanding client tax situations to integrate annuities effectively.
Top Rank Advisors National Call
Recorded Live, October 21st, 2024
This session focused on the 2025 tax changes, highlighting key updates such as increased standard deductions: $15,000 for single filers and $30,000 for married filing jointly, up from $14,600 and $29,200, respectively. Capital gains tax rates remain at 15% and 20%, with a $533,000 long-term gain threshold. The gift tax exclusion increased to $19,000. Roth IRA contributions face income phase-outs, with single filers capped at $150,000 and married couples at $236,000 to $246,000. The importance of these changes for tax planning in 2025 was emphasized, especially with potential election and sunset provision impacts in 2026.
Top Rank Advisors National Call
Recorded Live, September 30th, 2024
Ryan discussed the success of recent seminars, with packed rooms and high attendance. The economic environment, particularly concerns about taxes and social security, is driving interest. Jeff Roediger highlighted the importance of nurturing existing clients, emphasizing that advisors should know their ideal client count and maintain relationships. He stressed the need for a systematic follow-up plan, including tracking retirement dates and offering additional services. The team also discussed leveraging existing client relationships for more revenue, such as estate planning and life insurance. The upcoming boot camp will go further into these strategies.
Top Rank Advisors National Call
Recorded Live, September 23rd, 2024
Leo Walker from Advisors Excel discussed North American’s insurance products, emphasizing their competitive advantages. Key points included the term insurance’s convertibility and living benefits, the Protection Builder IUL’s guaranteed death benefit, and the Builder Plus 4 IUL’s 10.5% cap and 50% bonus in years 11 and beyond. Walker highlighted the importance of underwriting and relationships with carriers, noting North American’s reliable service and direct contacts. He also stressed the benefits of Roth conversions and tax-free income strategies. The meeting concluded with a Q&A session, reinforcing the value of leveraging North American’s products for life insurance offerings.
Top Rank Advisors National Call
Recorded Live, September 9th, 2024
During this week’s National Training Call, we highlighted the upcoming Academy Boot Camp on October 10-11, which already has 25 participants registered. Tom Hamilton from American Equity introduced the new Balance Shield 10 fixed index annuity, emphasizing its 10-year chassis, 1% floor guarantee, annual bonus, and flexible index locking feature. The team was encouraged to explore this digital-only product and register for the Boot Camp, with support available through the new American Equity agent resource link.
Top Rank Advisors National Call
Recorded Live, August 26th, 2024
Our National Call Meeting focused on the advisor bootcamp preparations for October 10-11 and getting an accurate headcount, seminar training with 150 registrants, and sessions on life insurance, tax planning, and Social Security. Ryan concludes with information on plans for a Houston financial boot camp.
Top Rank Advisors National Call
Recorded Live, August 19th, 2024
This call focused on the Track software, and its capabilities in pension and income analysis. Ryan discussed how it generates detailed reports on pension projections, gap analysis, and side funds, and calculates pension amounts using high three, high five, and credible years of service. The software also helps evaluate inflation and expenses on retirement income. It’s a must-have for state, local, and federal leads. Also covered is the importance of military pensions, disability benefits, and the potential for annuity sales based on gap analysis.
Top Rank Advisors National Call
Recorded Live, August 12th, 2024
Jeffrey Roediger discusses marketing strategies for state and local retirement income plans. He reviewed the three-tiered system in the federal market and building a brand for all 50 states. He also highlighted the potential for financial education opportunities within state and local government employment and shared insights on effectively engaging leads in financial planning. Also introduced, was the nonprofit financial education firm, Simple Learning Solutions, and its recent expansion to a national level.
Top Rank Advisors National Call
Recorded Live, August 5th, 2024
Here Ryan covers lead generation and management strategies for financial advisors. Key topics include leveraging diverse sources and state data, tracking client information, understanding state pension systems, and integrating systems for efficiency. The importance of visualizing the client experience to build credibility, Social Security training updates, and client communication during market downturns are also discussed.
Top Rank Advisors National Call
Recorded Live, July 29th, 2024
Ryan emphasizes the importance of building a world-class team, prioritizing client relationships, and leveraging data-driven decision-making to grow your business. Learn about the necessity of a well-trained virtual assistant program, a committed team, and a comprehensive database to track trends and successes. Discover how personalizing the client experience and adapting to evolving needs can set you apart.
Top Rank Advisors National Call
Recorded Live, July 15th, 2024
Ryan goes into planning for the next six months, identifying untapped markets, and analyzing market data to pinpoint profitable areas. He discusses the importance of building relationships with CPAs, obtaining a Legacy Lock license, and maximizing lead generation through personalized communication, follow-up, and multi-channel approaches. Listen to how a well-thought-out plan and diverse tactics can drive business growth. 
Top Rank Advisors National Call
Recorded Live, July 8th, 2024
Learn about the crucial onboarding process for clients using our software tools. Candace Mastropolo discusses the importance of preparation, communication, and accuracy in setting up an online financial profile. She covers collecting personal information, managing client visibility, and accurately tracking net worth, monthly expenses, and investments. Discover how a smooth and efficient onboarding process can help clients maximize the potential of our software.
Top Rank Advisors National Call
Recorded Live, June 17th, 2024
During this national call, the importance of integrity, honesty, and dedication in sales and client servicing was emphasized. Alex shared his journey from AIG Retirement Services to Top Rank, highlighting how hard work helped him overcome challenges. Another participant discussed gaining confidence and dedication in sales strategies. Both stressed that these values build trust with clients and lead to success.
Top Rank Advisors National Call
Recorded Live, June 10th, 2024
On our weekly national call, we discussed strategic planning for retirement savings, annuity sales, and Roth conversion strategies. Key points included optimizing retirement income, minimizing taxes, and growing wealth with life insurance and annuities. We also emphasized the importance of clear financial planning, using visual aids to build client trust, and leveraging annuities and long-term care to fund other financial vehicles.
Top Rank Advisors National Call
Recorded Live, June 3rd, 2024
Ryan emphasized the importance of building a sustainable marketing platform and mastering the fundamentals of sales strategy. We discussed setting 90-day production goals and using a leaderboard to promote accountability. The focus for the second half of the year, especially during the summer, is on scaling our businesses to the next level. We highlighted the need for a written game plan for the next six months to drive business growth and the value of regular seminars to support this scaling.