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.
$547(22% off)
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.
$447(25% off)
Savvy Cybersecurity
Help protect clients and prospects from the growing epidemic of identity theft, credit card fraud, phishing scams, and ruinous hacks.
$447(25% 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.
$447(25% off)
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.
$447(25% off)
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).
$447(25% off)
Savvy Generational Planning
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.
$447(25% 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!
$547(22% off)
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.
$97(67% off)
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.
$97(67% off)
The Baby Boomer’s Guide to IRA Planning
This reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making IRA planning decisions.
$97(67% off)
The Savvy Parents’ Guide to Cutting College Costs
This 4-panel, 2-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)
The Family Guide to Caregiving
This 4-panel, 2-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.
$97(67% off)
The Baby Boomer’s Guide to Legacy Planning
This 4-panel, 2-sided, 8.5" x 11", handout walks readers through the six steps of legacy planning and explains the importance of acting now.
$97(67% off)
Your 2024 Last-Chance Financial Planning Checklist
55 questions everyone needs to answer by December 31st—your fall 2024 client and prospect campaign.
$237.60(20% off)
Key Planning & Investment Deadlines Winter 2025 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)
Offer valid from 11/27/24 to 12/2/24 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.
For instant service call, toll free: (888) 336-6884 ext. 1
Outside U.S.: (212) 343-8760