Van Mueller's Monthly Newsletter: May 2024
In this newsletter, Van Mueller discusses the DOL's new fiduciary rule, plus questions to ask your business-owning and high-net-worth clients.
Read More
May 2024 Sales Kit: Disability Income Insurance
Our May 2024 sales kit will help you talk to clients about protecting their most valuable asset: their paycheck.
Read More
Women and Finance: 5 Surprising Results from Fidelity’s Recent Survey
Last month, Fidelity released the results of their Women’s History Month 2024 Survey. It gives us a surprising amount to work with when marketing to women.
Read More
Van Mueller's Monthly Newsletter: April 2024
In this month's issue, Van Mueller shares a list of websites and resources you can use to develop questions that will get you more appointments.
Read More
How to Use Recent Sales Stats to Market to Prospects & Clients
Life insurance sales continue to increase – with no sign of stopping. See the stats and find out how you can use them grow your business.
Read More
April 2024 Sales Kit: Income Tax Planning
Our April 2024 sales kit will help you talk to clients about everyone's favorite subject: income taxes...and how to minimize them as much as possible.
Read More
Van Mueller's Monthly Newsletter: March 2024
In this month's issue, Van Mueller shares a process that - if used correctly - can ensure you always have enough appointments.
Read More
Van Mueller's Monthly Newsletter: February 2024
In this issue, Van Mueller continues his discussion of how to "Find the Money" and repurpose ineffective tax-deferred money in IRAs and 401(k)s.
Read More
Van Mueller's Monthly Newsletter: January 2024
In this issue, Van explains how to determine and understand effective tax rates to help your clients find inefficient and ineffective money.
Read More
Van Mueller's Monthly Newsletter: December 2023
In this issue, Van explains the foundational issue you need to understand in order to be successful in our industry: income taxes.
Read More