Secure Financial Group can help you get your sales numbers up for 2020. From helping you with being more proactive in your prospecting to developing audience specific communication materials. As you focus on the next year, your future results and focusing on strategic narratives for this upcoming year’s business strategy, we would like to offer […]
5 Ideas for Increasing Sales in 2020 Read More »
Estimate the 2019 tax by adding up the taxable income streams, then subtracting the tax breaks to use. This will help determine whether to take the standard deduction this year or itemize. The standard deduction for 2019 is $12,200 for single taxpayers and $24,400 for those married filing jointly. Each spouse who is 65 or
Last-minute tax tips for your clients Read More »
Many individuals own a variety of digital assets which can include anything from domain names, stored photographs, online stores, music, PayPal accounts, along with all the social media accounts. Your clients may have planned for loved ones to eventually inherit a house or an antique car, or other family heirlooms. But as your client’s lives
The one thing you’re overlooking in your client’s estate planning needs Read More »
By Bryan E. Spencer, President Closing a deal is always the most heavily emphasized aspect of sales, but you\’ll never have the opportunity to close deals without landing appointments first. To secure appointments, you need to be strategic, confident, persistent and have a conversational tone with prospects. I am going to be honest with
5 Tips to Fill Your Pipeline Read More »
