Dedication to the education of America's top financial advisors. Giving depth and insight to the financial service's elite; looking to do better for their clients.

1.22.2010

2010 Tax Summary Now Available!!

The Allianz 2010 Tax Summary is now available!!! Keep up to date with tax standards and rules for this year by clicking Here.

January has started off strong, and we're on pace for a record year! Thank you for all your hard work and dedication to Advisors Excel. Let's talk soon on how to increase your business for 2010! Your hard work now guarantees your success this year and beyond.

Stay focused.
MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

1.14.2010

Retiree Annuities May Be Promoted by Obama Aides

I ran across a great positive annuity article this week in at Businessweek.com. It covers how the government is finding ways to encourage retirees to put their IRA's and 401(k)'s into safe money annuities, especially after significant market losses.

The article also mentioned how only 2% of IRA's and 401(k)'s are transferred into an anniuity. Think about the potential there to grow your business in 2010! For a copy of the article, please click Here.

Thank you for the tremendous start to 2010.

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com