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Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty Workshop

Savvy College Planning Workshop

Financial Educator Marketing Workshop

2019 Financial Fitness Checkup

Master Membership

Savvy Tax Planning

Savvy Generational Planning

Savvy Caregiving for Boomers

Retirement Calendar Checklist

Key Financial Data

Key Tax Changes From the Tax Cuts and Jobs Act

The Guide to Taxes and Your Retirement

Hack-Proof Your Life Now!

Savvy College Planning

Savvy IRA Planning

The Family Guide to Caregiving

The Baby Boomer’s Guide to Legacy Planning

The Savvy Parents’ Guide to Cutting College Costs

The Financial Advisor’s Guide to the New Tax Law

The Baby Boomer’s Guide to IRA Planning

Savvy Social Security Planning for Boomers

Social Security Mastery Program

The Baby Boomer’s Guide to Social Security

The Baby Boomer’s Guide to Medicare

50 Things: What a Professional Financial Advisor Does for You

Savvy Cybersecurity

My Journey to $1 Million

Savvy Cybersecurity Quick Reference Guide

Savvy Cybersecurity Protection Checklist

Advisor/CPA

Advisor/Client

Horsesmouth Membership

Savvy Medicare Planning for Boomers

Medicare Mastery Program

The Baby Boomer’s Guide to Medicare

Healthcare Quick Reference Guide

Key Planning and Investment Deadlines

Key Birthdays Postcard

Article Reprints Program

The Happy Advisor

Automatic Referrals Jumpstart Program

Automatic Referrals Audio Edition

Social Security and Medicare Workshop

Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty

What does longevity mean for your clients? Working longer? Filing restricted? Helping dependents? Planning for widows?…

Spend 2 days getting up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees.

San Diego, California (May 9-10) and Atlanta, Georgia (October 3-4)

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Savvy College Workshop

Savvy College Planning Workshop

Build a Late Stage College Planning Niche That Helps Parents Save Money, Keep Their Sanity, and Get Their Kid Into a Good College Without Destroying Their Savings and Retirement…

  • Show clients and prospects how to discover the true price of tuition, where to find scholarship opportunities, and how to maximize their chances of financial aid…
  • Build your expertise in the major aspects of college planning—all the technical knowledge and insights you need to serve clients and prospects…
  • Learn to build your business connecting with affluent families desperate for guidance and advice…

San Diego, California (May 9-10) and Chicago, Illinois (June 6-7)

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Financial Educator Marketing Workshop

Financial Educator Marketing Workshop

We'll examine all aspects of building your business and reputation as a financial educator: Picking your topic, developing your strategy, choosing the right venue, selecting the right marketing that fills seats, organizing a compelling and effective "classroom" for your attendees, delivering a compelling introduction, engaging your audience to create personal connections, priming your attendees to view you as a credible expert, closing your workshop in ways that fill your appointment book, following up systematically so you and your team can effectively on-board new clients, and then repeat the entire process.

Anyone can organize a one-time client event or workshop. But it's entirely different to build a full-blown marketing and prospecting system that creates a steady stream of incoming prospects motivated to work with you for years to come.

Chicago, Illinois (July 10-11)

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Financial Fitness

2019 Financial Fitness Checkup

Now is the perfect time to look at various aspects of your client’s life and develop a plan to improve their financial fitness.

2019 Financial Fitness Checkup contains 57 questions that may have an impact on their financial health in 2019 and beyond. You mail it and they can check each question with a ”yes” or ”no” and write in any appropriate comments. You can then follow-up with a meeting to discuss.

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Master Membership

Master Membership

Our new Master Membership is the answer for advisors who want to power their business with Horsesmouth. Get all our programs with a single Master Membership or consolidate all existing programs (with full credit for time remaining).

  • 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…
  • A 25% discount off of all Horsesmouth products—including Key Financial Data cards and extra Boomer Guides…
  • A 25% discount off of all Horsesmouth advisor training workshops, a $500 savings!…
  • All new client materials every year…
  • Plus existing members, get the lowest first-year rate by subtracting the credit for your existing membership

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Savvy Tax Planning

Savvy Tax PlanningSM

GET TWO TAX PROGRAMS in ONE MEMBERSHIP!

Help Retirees Pay Lower Taxes by Developing a Retirement Tax Planning Strategy—They’ll Love You for It and Refer You!

  • First, it teaches you to educate pre-retirees and retirees about the need for a ”retirement tax strategy” so they pay the lowest rates possible throughout all stages of retirement…
  • Second, it teaches you to connect with ALL your clients about how best to optimize the new tax rules through proactive tax planning so they’re paying the lowest rate possible...
  • Both programs include: FINRA-reviewed presentations, client handouts, follow-up meeting activities, marketing kits, and more—all you need to advertise, present, and meet with clients and prospects. (See below for details.)

If you’re not guiding your clients with proactive tax planning, you’re not delivering real value

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Advisor/Client

 

Advisor/Client—Turnkey Marketing Program

This flexible, continuous year-round program works on three key aspects of your business: prospecting, marketing and client communications. You get:

  • 60+ prospecting, marketing and client communications campaigns
  • Unlimited use of the article reprint library
  • Referral clinics
  • Client event guidance

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Advisor/CPA

 

Advisor/CPA—Your Master Plan for Building a COI Network

Finally, a CPA/COI strategy that demonstrates your value and expertise and builds two-way trust that boosts your client service and referrals. This year-round program includes:

  • Four FINRA-reviewed "professional roundtable" presentations for CPAs and Attorneys
  • 12 month, step-by-step COI marketing plan
  • Key Financial Data (PDF) mini-campaign
  • 3 members-only webinars to instruct your team on how to rollout your campaigns
  • 6 bimonthly newsletters to keep you and your team on track connecting with COIs
  • UNLIMITED use of the Horsesmouth article reprint library—more than 100 articles to brand and distribute
  • Plus, a full year of regular Horsesmouth ($247 value)

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Daily Oats

Horsesmouth Membership

Every day, receive new ideas and insights on business development, financial planning and practice management from hundreds of top experts and advisors. You get:

  • Quick access to thousands of solutions to sticky challenges every advisor faces…
  • 5 new features from the Daily Oats including case studies, how-to’s, tips, rules, checklists on all aspects of the business…
  • Proven advice from 45+ veteran advisors and industry experts offering insights, answering questions, and solving problems…
  • On-demand access to more than 40 webinars on topics that help you improve right now…
  • Proven referral-building methods that create strong, loyal, happy clients…
  • Inspiration and motivation that builds you up when you’re down, gets you focused when you’re distracted, and reminds you of important life lessons you’ve always known but need reminding about…)

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Savvy Generational

Savvy Generational PlanningSM 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.

We’re launching the program in three phases. The first focuses on legacy planning, the second on generational planning and the third phase focuses on COI team building.

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Savvy Caregiving

Savvy CaregivingSM for Boomers

Educating clients and prospects on the importance of developing a caregiving 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.)

That’s why we’ve created the Savvy Caregiving for Boomers program. Your clients (and prospects) will be grateful to you for your attention to this difficult, critical issue.

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Retirement Checklist

Retirement Calendar Checklist

Remove a little pain from your clients’ lives by acting as their retirement guide star over important dates, details, and deadlines throughout the year.

Retirees want to travel, enjoy grandchildren, and pursue new interests they couldn’t before. They want to keep stress to a minimum. That’s where the 2019 Retirement Calendar Checklist comes in. It has important dates in retirement life organized by month, with space to mark off each task after it is finished. Retirees can know at a glance what is coming up and what needs to be put on the "to-do" list over the next month.

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Key Data 2019

Key Financial Data for 2019

When you pass along a Key Financial Data For 2019 Card to clients, prospects and allies, there’s no easier and simpler way to remind people of your commitment, expertise, and professionalism.

Key Financial Data 2019 part of your marketing efforts for next year. It’s a sound investment in the data that you need to help clients succeed.

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Key Tax Changes Card

Key Tax Changes From the Tax Cuts and Jobs Act

Clients, prospects, and COIs will love Key Tax Changes because it’s simple and easy to comprehend at a glance. It tells you what the new rules are and how they’re different from the old ones. Nearly all the changes affecting family and business finances are included:

  • Income tax brackets
  • The new standard deduction
  • Alternative Minimum Tax
  • Medical expenses
  • Miscellaneous itemized deductions
  • Inflation measurement
  • Charitable giving
  • SALT deduction
  • Mortgage interest
  • Child tax credit
  • Kiddie tax
  • 529 plans
  • Alimony
  • Roth IRAs
  • Retirement plan loans
  • Estate tax exemptions
  • Corporate tax rate
  • Pass-through income
  • Expensing business assets

Add ”Key Tax Changes From the Tax Cuts and Jobs Act” to your collection of useful handouts for clients

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The Guide to Taxes and Your Retirement

The Guide to Taxes and Your Retirement

The Guide to Taxes and Your Retirement needs to be part of any discussion you have with clients and prospects.

Regardless of how you engage clients about taxes and retirement planning, this guide will help you make the critical connection between taxes and retirement

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:

  • Why good retirement tax planning starts in the 50s
  • Funding Roth IRAs and making Roth conversions now
  • How to really use HSAs to pay for medical expenses in retirement
  • What a "distribution optimization strategy" is and why you need one
  • When should you really claim Social Security?
  • How to fund health insurance in an early retirement
  • Why tax planning is critical to early retirement
  • Medicare’s unseen tax surcharges for retirees
  • Why clients need to understand RMDs long before age 70
  • How you can be tax-efficient about your charitable giving
  • Estate planning tax issues that have nothing to do with exemptions
  • Why you need to think about estate planning too
  • What to consider when it comes to inheriting an IRA

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Hack-Proof Your Life Now!

Hack-Proof Your Life Now! The New Cybersecurity Rules: Protect your email, computers, and bank accounts from hacks, malware, and identity theft.

Learn the new cybersecurity rules that we must cultivate in order to achieve higher security: secrecy, omniscience, and mindfulness.

When you integrate Hack-Proof Your Life Now! and use it to protect yourself, you’ll never worry about getting hacked. You and your clients will learn the new cybersecurity rules to stay safe against the biggest cybersecurity threats we face every day.

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To order bulk copies, click here.

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Savvy College

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 Right for Their Kids…

  • Run educational workshops and classes that guide clients and prospects through the tricky minefield of picking and paying for college, even at the late stage…
  • Show clients and prospects how to discover the true price of tuition, living expenses, scholarship opportunities, and financial aid chances…

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Savvy IRA Planning

Boost Your Retirement Expertise—Join Savvy IRA Planning®

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.

  • Member-only webinars briefing you on new tax provisions
  • Monthly newsletter explaining complicated and challenging IRA issues, especially new ones as they become law
  • Updated client presentations and updated addendums to your Financial Advisor’s Guide to Savvy IRA Planning as Congress changes the rules

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Savvy Caregiving

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.

  • How to start the conversation with a loved one
  • Why it’s necessary to find out concerns, priorities, and preferences
  • When to begin creating a plan
  • How to ensure that medical needs are met
  • How to integrate technology into the care of your family member
  • Who will be the health care agent
  • Who will have power of attorney
  • What is a ”digital vault”
  • What government and private benefits are available
  • Why insurance policies need to be reviewed How to protect against scams and hackers
  • How to deal with estates, trusts, and assets
  • What is a living will
  • How to care for the caregiver
  • How to create a caregiving team

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The Baby Boomer’s Guide to Legacy Planning

The Baby Boomer’s Guide to Legacy Planning

This 3-panel, 6-sided, 8.5" x 11" handout walks readers through the six steps of legacy planning and explains the importance of acting now. Topics include:

  • Planning for incapacity
  • Why you need a power of attorney for finances
  • How to organize your records so that loved ones can find things
  • What critical items you need to locate and save
  • How to assess the total value of your estate, and why you need to do this
  • What to do as you identify beneficiaries
  • What happens with Social Security after you die
  • Questions to think about as you decided how you want to allocate assets
  • Good ways to hold family discussions surrounding the estate plan
  • The legal issues you need to be prepared for
  • What are trusts, and what can you do with them?
  • How to start creating your legacy—the non-tangible assets you pass down
  • Ideas for passing on memories, values, and hobbies
  • Why you need to monitor your plan as things changed

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The Savvy Parents’ Guide to Cutting College Costs

The Savvy Parents’ Guide to Cutting College Costs

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, including:

  • Why college is a buyer’s market
  • Why there isn’t a simple answer to this question: Will my child qualify for financial aid?
  • How investments impact financial aid
  • Why athletic scholarships aren’t nearly as numerous or lucrative as many families assume
  • The meaning of ”demonstrated financial need”
  • How to qualify for the full federal educational tax credit
  • How to discover real college costs
  • How grandparents can save for a child’s education without jeopardizing the child’s chances for financial aid

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The Financial Advisor’s Guide to the New Tax Law: Help Your Clients Make Smart Moves

The Financial Advisor’s Guide to the New Tax Law: Help Your Clients Make Smart Moves

The Financial Advisor’s Guide to the New Tax Law: Help Your Clients Make Smart Moves is the perfect resource for all the tricky details of the new law.

The new tax rules give you the opportunity to demonstrate your knowledge, your insights, and your professionalism by educating clients and prospects about the intersection of taxes and their plans to save, send kids to college, and retire. It shows you as a Financial Educator.

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Savvy IRA Planning

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, including:

  • What is an IRA
  • Who is eligible to contribute to a traditional IRA
  • Traditional IRA contributions
  • How IRA withdrawals are taxed
  • Other potential "side effects" of IRA distributions
  • Roth IRA contributions
  • Roth IRA conversions
  • Income tax-free Roth IRA qualified distributions
  • Other Roth IRA distributions
  • What investments are allowed within an IRA
  • Benefits of tax-deferred growth
  • Retirement assets held in employer-sponsored retirement plans
  • Moving retirement account money
  • Required minimum distributions
  • The importance of the beneficiary form
  • The "Stretch IRA"
  • Trust as IRA beneficiaries
  • Spousal IRA beneficiaries
  • Limits and risks

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Savvy Social Security Planning for Boomers®

 

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

  • Specific answers to your client questions: We’ve answered more than 14,000 queries. New answers added every day…
  • Custom reports for your clients showing them the best strategies to chose from…
  • New and updated program materials and presentations for clients, prospects, and COIs…
  • Educate clients, prospects and COIs on the new AND old rules at your workshops…

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Social Security Mastery Program

Social Security Mastery Program

Get the important insights and tools to help you help your clients make the best Social Security decisions possible when planning their retirement income strategy. No client presentations/seminars necessary!

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Boomer’s Guide

The Baby Boomer’s Guide to Social Security

This 6-panel guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning.

  • What is Social Security
  • What are the benefits of Social Security
  • How you become eligible for Social Security benefits How your retirement benefit is calculated
  • When you may begin receiving Social Security benefits
  • When should you apply for benefits?
  • What if you apply between the ages of 62 and 65
  • What if you apply between the ages of 66 and 70
  • How COLAs affect Social Security benefits
  • How spousal benefits are calculated
  • How divorce affects Social Security benefits
  • How widowhood affects Social Security benefits
  • How working affects Social Security benefits
  • How pension income affects Social Security benefits
  • How benefits are taxed
  • How to apply for Social Security benefits
  •  Information and documents you need to apply for benefits
  • What about Medicare
  • What about Social Security reform
 

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Healthcare Quick Reference Guide

Social Security Quick Reference Guide

No more digging around on the shelves or searching on the Internet for information like:

  • Estimated benefits for worker with maximum earnings
  • Adjusted for early or delayed claiming
  • Estimated PIAs for workers with maximum earnings
  • Social Security cost-of-living adjustments (COLAs)
  • Medicare Part B premiums
  • Maximum wages subject to Social Security tax
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Baby Boomer’s Guide to Medicare

The Baby Boomer’s Guide to Medicare

Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning, has worked to develop this client-resource on Medicare—one that addresses the basics, but also dives into the more advanced aspects of a complicated topic.

  • Basics on healthcare coverage after age 65
  • How to evaluate coverage based on current plan A primer on the separate parts of Medicare and what they cover
  • Information for claimants already on Medicare and how to optimize coverage
  • Long-term care and how to integrate it into overall retirement planning
  • Additional costs
  • How to enroll—initial enrollment period, special enrollment, and special enrollment contingencies
  • How to get supplemental insurance Medicare Advantage plans

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5o things

50 Things: What a Professional Financial Advisor Does for You

Sometimes you just gotta toot your own horn!

Because clients will forget how valuable you are. They don’t see the behind-the-scenes activities. They don’t realize all that goes into the check they get each month or the hours spent reviewing accounts.

So remind them of your value with this special reprint, "50 Things: What a Professional Advisor Does for You."

  • Send it to clients and prospects
  • Post it to your website
  • Include it in your Welcome Kit
  • Send each "love note" separately through social media

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Savvy Cybersecurity

 

Savvy Cybersecurity®—Help Protect Clients and Prospects From the Growing Epidemic of Identity Theft, Credit Card Fraud, Phishing Scams, and Ruinous Hacks…

  • Be your community’s knowledgeable source on the variety of frauds and scams targeting the public…
  • Learn best practices for boosting security levels at work, home, on computers and over the Internet…
  • Teach your clients how to boost their personal cybersecurity score and then assume the role of cybersecurity sentinel sending them timely tips and warnings to stay on guard…

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Hack-Proof Your Life Now!

My Journey to $1 Million: The Systems and Processes That Get You There

Who wouldn’t want to hit the $1 million mark and beyond if the path was clear? In this detailed account of how she did it, Debra Taylor, CPA/PFS JD, shares the specific steps she took to build her business serving High-Net Worth clients.

My Journey to $1 Million: The Systems and Processes That Get You There is an exclusive guide that will provide you with the systems and processes you need to implement in your business to grow it to the level you desire, even $1 million and beyond. Stop wondering about how to do it and learn from an advisor who succeeded in turning her business around.

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Savvy Cybersecurity Quick Reference Guide

The Savvy Cybersecurity Quick Reference Guide

Who will show your clients how to fight the growing cybersecurity threat? It should be you—their financial advisor!

This two-sided reference card allows your clients and prospects to quickly measure their current cybersecurity knowledge gap. Then it provides specific actions they can take to quickly boost their security and protect themselves, their families, and even their jobs.

  • Help clients get safe
  • Send printed copies to local business owners
  • Brand with photo and logo

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Savvy Cybersecurity Protection Checklist

The Savvy Cybersecurity Business Protection Checklist

This two-sided, customizable checklist is the perfect resource for your business owner and executive clients. It’s designed to guide them through cybersecurity conversations with important business associates such as their IT team and CFO.

The goal of the Savvy Cybersecurity Business Protection Checklist is for business associates to share information, identify problems and strengths, and take action.

The checklist contains 40+ questions covering eight different cybersecurity topics, such as cybersecurity plans, data protection, employee policies, networks, and fraud prevention.

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Savvy Medicare for Boomers

 

Savvy Medicare Planning® for Boomers

Get the Mastery You Need to Help Clients Manage Their Retirement Health Care Expenses!
  • Speak knowledgeably with clients and prospects about Medicare and health care financial planning.
  • Open up new areas of discussion with clients, prospects, and centers of influence.
  • Deepen your relationships with clients by helping them with this complicated and important part of their retirement plan.
  • Deliver excellent service by providing information, resources, and guidance geared to each client’s unique circumstances.

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Social Security Mastery Program

Medicare Mastery Program

Get the important insights and tools to help you help your clients make the best Medicare decisions possible when planning their retirement income strategy. No client presentations/seminars necessary!

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Healthcare Quick Reference Guide

Send Clients, Prospects and COIs the Healthcare Quick Reference Guide

People need concise, objective and easy to understand information about Medicare and Obamacare. Now you can give them just that with the Healthcare Quick Reference Guide.

This branded 8.5" X 11" reference has Medicare information on the front and Obamacare details on the back. Each side includes critical information about which programs apply to which people; when to apply, information about premiums and deductibles, and references to other resources with more information.
  • Instant, branded PDF—Share it right now.
  • Printed, branded card—Mail or hand out now.

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Key Deadlines Winter Postcard

The Key Planning and Investment Deadlines Quarterly Postcards

The Key Planning and Investment Deadlines Quarterly postcards covers key deadlines throughout the seasons.

Details:
  • Card size: 6"x9" postcard stock.
  • Customizable: contact info, photo, logo
  • Compliance: FINRA-review letter included
  • Hard copies: $0.73 to $1.27 each depending on volume.
  • PDF version included with hard copy order

Winter Version

Spring Version

Summer Version

Fall Version

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The Key Birthdays Postcard

The Key Birthdays Postcard

Promote referrals. Reinforce expertise. Get people calling.

The Key Birthdays postcard is an ideal client touch with a lot of potential. It simply and clearly asks people if they know anyone crossing these landmark birth dates.

Details:
  • Card size: 6"x9" postcard stock.
  • Customizable: contact info, photo, logo
  • Compliance: FINRA-review letter included
  • Hard copies: $0.73 to $1.27 each depending on volume.
  • PDF version included with hard copy order

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Advisor Gift Pack (20): Professional Wine Reference books

Advisor Gift Pack (20): Professional Wine Reference books

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…

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Introducing Horsesmouth’s Article Reprints Program

Horsesmouth’s Article Reprints Program

Now it’s easy to stay connected with clients and prospects by sending them top-rated Horsesmouth articles.

Our Article Reprints program gives you timely access to licensed articles you can present to clients and prospects at any time. You get:
  • Branded with your personalized contact information…
  • Available in PDF (print your own) or Custom Print formats…
  • FINRA-review letter with each article…
  • Fast, affordable mini-campaign or client contact…

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The Happy Advisor

 

How Do You Build a Prosperous Business, Raise a Family, Support a Spouse, and Contribute to Your Community—All While Leading Your Clients Safely Into the Future?

It’s a sad truth that few in this world really understand how difficult your job is and how rewarding it can be when pursued with passion, drive, determination, intensity, devotion and dedication.

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.

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Automatic Referrals Jumpstart

Automatic Referrals Jumpstart

Everything you need in one package to get past the logistical road blocks and mental hang-ups that derail you from mastering a consistent, effective, client-centered referral strategy.

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Automatic Referrals Audio Edition

Automatic Referrals Audio Edition

Why do 87% of clients say they are willing to recommend advisors, but only 11% ever get asked for referrals by their own financial advisor?

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