Ready to drive record sales this year? Bundle our 5 most popular classes and save BIG.

$250 Value → only $99

You'll learn:

How to leverage changes in Washington to drive sales

New ways to analyze Roth conversions - from tax drift to IRMAA

Insurance sales ideas that convert in today's economic environment

The top-converting lead gen messages for 2025

If you're looking to double production this year, our suite of tax & insurance courses will teach you how


Message Mastery: Conversations That Convert

Learn the top-converting tax, legislative and insurance messages - and the best strategies to generate leads and convert prospects to clients through the meeting process.

Becky Ruby Swansburg

Becky Ruby Swansburg

$29.99

Maximizing Legacy: Roth Alternatives with Life Insurance

This session explores how financial advisors can enhance Roth strategies with insurance products to create powerful legacy plans for clients. Whether you're looking to enhance your estate planning conversations or differentiate your offerings, this course gives you the tools for success.

Becky Ruby Swansburg and Neil Wilding

Becky Ruby Swansburg and Neil Wilding

$29.99

IRMAA: The Missing Link in Income Planning

Are your clients prepared for the impact of IRMAA in retirement? Learn what IRMAA is, how it can impact your client’s retirement income, and how you can help your clients avoid paying more IRMAA than necessary. This session dives into the legislative risks behind IRMAA, how it’s triggered, and how to frame the conversation to drive action and planning.

Becky Ruby Swansburg and Neil Wilding

Becky Ruby Swansburg and Neil Wilding

$29.99

Maximum Value: A New Way to Evaluate Roth Conversions

This in-depth session is designed for financial advisors ready to take Roth conversion planning to the next level. We’ll break down how to identify optimal conversion patterns, stress test conversion strategies, and understand the ripple effects of tax drift, conversion delta, and IRMAA drift. You’ll learn how to structure smarter conversions that reduce lifetime taxes and protect clients from stealth taxes like IRMAA— all while achieving your client’s long-term income and legacy goals.

Neil Wilding

Neil Wilding

$79.99

Emerging Risks: Taxes, Legislative Change & Your Clients

This advanced session is designed for financial advisors ready to help clients address the complete risks of retirement. Explore today’s most pressing concerns - from rising taxes and legislative changes to stealth taxes and new regulations. This session gives advisors the tools and messaging to guide clients through uncertainty and build strategies that protect income, reduce taxes, and prepare for whatever happens in Washington in the years ahead.

Becky Ruby Swansburg

Becky Ruby Swansburg

$79.99