Savvy Generational Planning For Boomers
Generational Planning is a modern, forward-thinking, and intentional two-phase process of first passing on a family’s tangible wealth and assets, and secondly, conveying its values and history, all for the benefit of the next generation.
$497(17% off)
Savvy IRA Planning For Boomers
Get the critical IRA expertise you need to safely guide your clients past the tax booby traps embedded in every retirement account. Don’t lose your share of the $22 trillion retirement market! Add Savvy IRA Planning to your business today.
$497(17% off)
Savvy Tax Planning
Help retirees pay lower taxes by developing a retirement tax planning strategy—they’ll love you for it and refer you!
$497(17% off)
Savvy Cybersecurity
Help protect clients and prospects from the growing epidemic of identity theft, credit card fraud, phishing scams, and ruinous hacks.
$497(17% off)
The Guide to Taxes and Your Retirement
This 3-panel, 6-sided, 8.5" x 11" reference guide for clients reinforces your expertise on taxes and retirement, and helps to explain key concepts every client must consider.
$97(67% off)
The Savvy Parents’ Guide to Cutting College Costs
This 3-panel, 6-sided, 8.5" x 11" reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making college planning decisions.
$97(67% off)
Hack-Proof Your Life Now!
Learn the new cybersecurity rules that we must cultivate in order to achieve higher security: secrecy, omniscience, and mindfulness.
Great gift for clients of all ages.
$14.97(25% off)
What’s Working Now Volume 6
This exclusive report gives you the nitty-gritty details on topics such as client events, communication, staff, teams, seminars, speaking, business strategy, prospecting, and niche building.
There’s no other source of advisor-oriented business intelligence that comes close to the depth, details, and currency of the What’s Working Now series. Stop wondering what’s working and get the action-research to guide your next steps.
$82.45(15% off)
Key Planning & Investment Deadlines Winter 2021 Postcard
Stay connected with a 16-touch communication plan that keeps you top-of-mind every month with clients, prospects, and COIs.
$101.60(20% off)
Professional Wine Reference Guide Kit
Send your top clients a copy of this gift for all seasons: holidays, birthdays, wine tastings or just to send the message that you’re thinking about them.
Before we sell out, grab a set in time for the holidays!
$127(37% off set of 10)
Professional Wine Reference Guide (Single Copy)
A complete glossary of wine grapes, terms, places and technical information. Explore any subject in depth using the cross-indexing system. Understand wine styles, an easy-to-use pronunciation guide, and more.
$14.96(25% off)
Offer valid from 11/25/21 to 11/30/21 at 11:59 PM PDT. Not valid on previous purchases. Cannot be combined with other discounts or offers. These discounts are the maximum available. Not valid on purchases of customizable sets online or through Horsesmouth’s Member Support. Due to heavy demand, expedited delivery times cannot be guaranteed for this promotion. Return of discounted merchandise will be for the price paid. This offer is subject to change, alteration, or termination by Horsesmouth at its sole discretion at any time.
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