CRC^® certificants save 8%

Add the Master Membership to Your Business So That Your Value Proposition Is:

• Always compelling and sets you apart from your competitors…
• Relevant and fresh year-round, supported by continuous learning from leading subject matter experts...
• Supported by your ability to deliver educational programs and information to clients and prospects…
• Illuminated by financial planning tools to help clients make their most important life decisions…
• Communicated all the time, through all your marketing and communication activities…

Professionals who use Horsesmouth’s Master Membership bring fresh knowledge, insight, and support to their clients every day.

Yes, I want to leverage the Master Membership and offer compelling and attractive value to clients and prospects. My team and I will enjoy complete access to the full range of services offered by Horsesmouth including:

• All memberships—all the technical training, client education, communication and marketing support for one price, in one place, on one annual billing cycle, for you and your team…
• FREE shipping and handling (within the U.S.) on all Horsesmouth products...
• A 25% discount off of all Horsesmouth products—including Key Financial Data and extra Boomer Guides…
• A 25% discount off of all Horsesmouth workshops!…
• 25% off planning software from partners, Holistiplan, i65 and College Aid Pro...
• Special offers from marketing partners like FMG and Leading Response...
• Special discount on training for the CRC® designation...
• All new client materials every year…
• Plus, get the lowest first-year rate by subtracting the credit for your existing membership(s). (See your credit on the pop-up and down below in the sign-up form.)

Selected Experts:

• Elaine Floyd
• Lynn O’Shaughnessy
• Charles Sherry
• Michael Kitces
• Craig Israelsen
• Denise Appleby
• Ellen Breslow
• Ron Surz
• James Picerno
• Ellen Rogin
• Dan Richards
• Erin Tamberella
• Rick Wright
• Bill Cates
• Debra Taylor
• Sean Bailey

Comprehensive access to all HM memberships valued at over $6,900 per year

• Advisor/Client ($997 value)
• Advisor/CPA ($597 value)
• Horsesmouth ($247 value)
• Savvy Social Security Planning ($697 value)
• Savvy Medicare Planning ($597 value)
• Savvy IRA Planning ($597 value)
• Savvy College Planning ($597 value)
• Savvy Cybersecurity ($597 value)
• Savvy Long-Term Care Planning ($597 value)
• Savvy Generational Planning ($597 value)
• What's Working Now ($97 value)
• Savvy Tax Planning ($697 value)

Access for your team:

• You receive two additional logins to your Master Membership, for your marketing and administrative staff.

VIP treatment:

• Get new materials first whenever they come out
• No wondering if you have the latest and greatest
• Masters inquiries go to the front of the queue

Discounted program pricing:

• Purchased separately, all the programs would add up to $6,914 per year
• Your price for the Master Membership will be $2,987.24, that's $3,926.76 off
• We’ll also credit the value of your existing memberships toward the Master Membership fee

Global discount of 25% applies to anything else purchased from HM:

• Whether that’s small like printing Key Financial Data each year
• Or big, like attending a workshop, which could save nearly $575 each time

Global discount also applies to HM's software partners:

• 25% off College Aid Pro
• 25% off Holistiplan
• 25% off i65

6 Ways to use your Master Membership

The Horsesmouth team starts every day asking itself  “What, can we do to help advisor succeed with helping their clients.” If you’ve been with us long, you’ve seen how we answer that each year by adding new programs, new campaigns, and new products and services.

Our new Master Membership is our answer to our best clients who want to power their business with Horsesmouth. Here are some things your Master Membership will help you achieve:

1. Develop your strategic allies and deliver CPE education to CPAs and accountants:

The best way to meet and connect with CPAs and other strategic allies is to support them in their own professional development. When you do that, you’re giving first and receiving later. And you’re showing off your professional expertise to a critical class of professionals—the ones who can steer their clients your way. Last year, a record number of Horsesmouth members delivered CPE classes to CPAs and accountant.

Now you can, too, with your Master Membership. You get access to more than a dozen CPE-qualified classes you can teach accountants in your area on topics such as IRAs, Social Security, Cybersecurity, Medicare, College Planning and more.

2. Touch clients with personalized newsletters and article reprints:

Never want for communicating with clients and prospects. Your Master Membership includes access to a monthly client newsletter, a monthly cybersecurity newsletter, and more than 100 customizable article reprints from leading subject matter experts, with more added every month. Or, create your own leveraging the content in your monthly IRA, Social Security, Medicare, and College Planning newsletters.

3. Deliver presentations on more than 20 different topics:

Some of the most successful advisors these days grow their business by positioning themselves as THE Financial Educator in their region. They deliver a steady schedule of classes, workshops, and lunch-'n'-learns demystifying and simplifying the complex decisions the public must make about their finances and their financial planning needs.

4. Learn at our technical and marketing training for 25% off:

Master Memberships get the lowest registration price for our online workshops — $1,198, a $399 savings on the normal $1597 rate. You can attend workshop trainings in Social Security and Medicare, College Niche Planning, Tax Planning, and more.

5. Use turnkey marketing and instant access to more than 50 marketing campaigns:

Now you can get all your marketing needs in one spot when your Master Membership gives you and your team complete access to the Advisor/Client turnkey marketing program. That includes access to the annual Marketing Bootcamp program.

6. Provide important resources to clients and prospects:

As a Master Member, each year you’ll get 50 copies of the laminated handout guides from Savvy IRA, Savvy Social Security, Savvy Medicare, Savvy College Planning, Savvy Long-Term Care Planning and Savvy Generational Planning. You’ll also get 10 copies of Hack-Proof Your Life Now! Plus, you get the 25% discount off 100 copies of Key Financial Data, Retirement Calendar Checklist and other custom information products.

Request a Quick Review of Master Membership:

Your quick review includes:

• Pinpointing the attributes and content of the Master Membership
• Programs, features, suitability for your practice, value
• Overview of handout guides, newsletters and reprints
• Review of the price including any applicable prorated credit
• Q&A

Click here to sign up or call (888) 336-6884 ext. 1

Go Ahead and Signup Now

Become a Master member for just $2,987.24 (a $3,926.76 savings). If you add up the total cost of all the Horsesmouth Memberships included in the Master program, you'd pay $6,914 a year. Save $3,926.76 when you join for one low rate of $2,987.24 a year—minus existing time you have on active memberships.

Your Master Membership fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below. To save you time, your Master Membership will be renewed at the end of its term. (You can cancel anytime.) You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card information

About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE: Call Toll Free:1-888-336-6884 ext. 1 or (Outside U.S.: 1-212-343-8760)