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10 Tips for holding effective online client meetings

  • by secure_financial
  • Posted on 15 April, 2020

1. Choose the right technology for the job and think about the things you want to accomplish during the meeting.  Will you need to show your clients something on your computer screen? Will you want to see something on theirs? Knowing the answers to these questions will help you determine which meeting technology to use. 2. Email a personalized meeting invi...

As a Secure Financial Group Partner, you will remain an independent financial professional while gaining a support team including:

8 Tax Deductions Your Clients May be Missing

  • by secure_financial
  • Posted on 17 February, 2020

1. Reinvested dividends This isn’t really a tax deduction, but it is a subtraction that can save your clients a lot of money. And it's one that many taxp...

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7 Tax Deductions that Disappeared with 2019

  • by secure_financial
  • Posted on 07 February, 2020

Mortgage interest above $750,000 Homeowners previously were able to write off the interest on mortgages up to $1 million. Under the new tax law, however, th...

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4 Strategies to Leverage with the Secure Act

  • by secure_financial
  • Posted on 13 January, 2020

With the SECURE Act being signed into law you should be reaching out to your clients with workarounds to minimize taxes.  The Secure Act has been the l...

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Getting Prospects to Open Your Emails

  • by secure_financial
  • Posted on 06 January, 2020

There is an art to writing emails and the best way to have a prospect open your emails is to have a strong subject line, great opening line with good copy, ...

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5 Ideas for Increasing Sales in 2020

  • by secure_financial
  • Posted on 29 December, 2019

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 audienc...

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Last-minute tax tips for your clients

  • by secure_financial
  • Posted on 16 December, 2019

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...

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The one thing you’re overlooking in your client’s estate planning needs

  • by secure_financial
  • Posted on 11 December, 2019

Many individuals own a variety of digital assets which can include anything from domain names, stored photographs, online stores, music, PayPal accounts, al...

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Seven ways to get referrals without it being awkward

  • by secure_financial
  • Posted on 04 October, 2019

By Hollie Spencer Asking for referrals is essential to bringing in new clients. I get it, it's much easier to do business with people you know or if peop...

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3 Ways the Secure Act can Help You Prospect for Business

  • by secure_financial
  • Posted on 03 February, 2020

Removal of the age limitation on IRA Contributions.  Previously, the starting age for required minimum distributions (RMDs) from retirement plans and tradit...

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5 Substantial Self-Employment Tax Deductions for 2019-2020

  • by secure_financial
  • Posted on 27 January, 2020

The Mortgage. A portion of the mortgage or rent; property taxes; the cost of utilities, repairs, and maintenance; and similar expenses may be deducted. Gene...

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Feel free to call us at 248-435-0400 and request to speak a team member of Secure Financial Group