Save More Than $5,700 When You Add the Master Membership to Your Business

Get the industry’s only program that enables advisors to learn, promote, teach, and advise clients on life’s complex financial decisions…

Professionals who use Horsesmouth’s Master Membership enjoy a stronger value proposition that is:

• Always compelling and sets you apart from your competitors…
• Relevant and fresh year-round, supported by continuous learning from leading subject matter experts…
• Illuminated by financial planning tools to help clients make their most important life decisions…
• Promoted automatically through your marketing and communication activities…
• Supported by 11 technical planning programs, client educational presentations, tools, marketing, and community to grow your business no matter what!…

Get the Best Results Possible

—Pete Bush, CFP®, Horizon Financial Group Cetera Advisors LLC		"It’s a very well-rounded, thorough approach to each topic because of all the steps that you’ve gone through to pull the material together, both the client-facing stuff and then the backstage stuff that we need to educate ourselves on, or put together and send to Compliance—even the preapproved FINRA letters that are already good to go—those are very helpful. It takes out a lot of the friction that keeps advisors from actually doing marketing.”

Master Members can get all new, updated printed materials each year.

Join our comprehensive advisor-support program that builds your expertise, wins clients, and deepen relationships throughout the year…

Yes,  I want a Master Membership so I can bring fresh knowledge, insight, and support to my clients every day. 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 professional training workshops!…
• All new client materials every year…

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
• Master 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 digital Master Membership will be $1,195: $5,719 off, an 83% discount
• 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

5 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,  IRA 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.

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

Transform your business and get your Master Membership now!

[x] ONLY $1,195: You get 12 months of the comprehensive digital Master Membership program for just $3.27 a day. Start below.

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)