Savvy Social Security Planning For Boomers
Every day more Baby Boomers approach retirement and they want to know the ins and outs of Social Security. Become the expert your clients need with Savvy Social Security Planning for Boomers, a fully-supported, year-long program.
Savvy Medicare Planning For Boomers
Everyone must sign up for Medicare, yet few people understand what to do. Help clients avoid the pitfalls and put this critical piece of the retirement planning puzzle into place with Savvy Medicare Planning for Boomers, a fully-supported, year-long program.
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.
Savvy Tax Planning
Help retirees pay lower taxes by developing a retirement tax planning strategy—they’ll love you for it and refer you!
Savvy College Planning
Enjoy new levels of trust and credibility when you help parents save money and keep their sanity as they search for the colleges that are right for their kids.
Savvy Long-Term Care Planning
Educating clients and prospects on the importance of developing a long-term care plan is a smart move for advisors. You don’t want other professionals taking the lead here (But you will want to work collaboratively with experts in elder care, estate planning, and insurance).
Help protect clients and prospects from the growing epidemic of identity theft, credit card fraud, phishing scams, and ruinous hacks.
The Baby Boomer’s Guide to Social Security
This 4-panel, 2-sided, 8.5" x 11" reference guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning.
Be ready with your handouts for your 2023 meetings.
The Baby Boomer’s Guide to Medicare Planning
The Baby Boomer’s Guide to Savvy Medicare Planning includes detailed information on all the tricky ins and outs of Medicare, supplemental coverage, long term care and much more.
Start displaying your firm grasp on retirement issues. Limited supply.
The Baby Boomer’s Guide to IRA Planning
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 IRA planning decisions.
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.
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.
The Family Guide to Caregiving
This 3-panel, 6-sided, 8.5" x 11" reference guide for clients reinforces your expertise and helps to explain how every client can consider and put in place a family caregiving plan.
The Happy Advisor
You’ll find The Happy Advisor to be an endless source of inspiration and insight, one you can turn to again and again for just the right type of adjustment you need to keep on keeping on.
Discover inspiration for 2023. The perfect office gift!
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.
Your 2022 Last-Chance Financial Planning Checklist
55 questions everyone needs to answer by December 31st—your fall 2022 client and prospect campaign.
Key Planning & Investment Deadlines Winter 2022 Postcard
Stay connected with a 16-touch communication plan that keeps you top-of-mind every month with clients, prospects, and COIs.
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.
Offer valid from 11/23/22 to 11/28/22 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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