1-855-949-PEAK
At PEAK, we are fortunate to have many successful, top producing advisors willing to share their marketing strategies for the benefit of all. These innovative marketing programs have, and continue to, produce successful results. Depending on your area of interest, we are able to connect you with knowledgeable independent broker dealers who are willing and able to provide guidance and actionable steps. Yes, there really is something for everyone. Some of our most successful teachers are also our most engaged students – eager to grow by gaining exposure to new approaches and lines of business from their peers. It’s that open-mindedness that fuels the positive culture and momentum we enjoy at PEAK.
Dominate your hometown market. Our media veterans have consistently been on their hometown TV and radio news stations for over 20 years. Learn how to leverage the media, giving you the credibility to grow your practice. Our experts have successfully used the media to drive in millions in new client assets per year.
Our designated Certified Social Security Claiming Strategist can assist you and your clients navigate the endless claiming strategies to ensure they make the best decisions regarding Social Security benefits. The focus is on providing education and showing people how Social Security income can become a CORNERSTONE of their retirement plan.
Top Advisors Group provides advanced life insurance strategies for businesses and high net worth individuals, with access to a robust menu of insurance carriers. Their experienced Elite Planning Group will work hand-in-hand with you every step of the way.
This group focuses on the design, implementation and ongoing servicing of corporate retirement plans and business owners (401k, 403b, Simple, SEP, Cash Balance, etc.), as well as utilizing non-qualified retirement plan options intended to offer numerous tax-benefited solutions to owners, partners and key employees. We understand that working with qualified plans and executive benefits can be challenging, and we stand ready to lend our over 55 years of combined corporate retirement plan experience to help you expand your business.
Our most successful advisors are here to help you become the master of your local market. Even with advancing technologies, seminars remain a constant mainstay as the #1 marketing method in our industry. With decades of experience, our team has turned giving a public workshop into a science. They have created step-by-step guides to help you get in front of a lot of qualified prospects in the shortest amount of time.
Navigating Medicare can be confusing. Our independent consultants will help you and your clients or prospects understand the challenging space of healthcare and Medicare benefits and guide you through the process of choosing the best plan. This group, headed by a nationally recognized leader in this space, can help you tap into the ever-expanding Medicare Benefit market which is expected to reach 63.9 million enrollees by 2020.
Through our relationship with Aspire, our advisors provide guidance to plan participants on a robust, open architecture platform.
Our in-house legal team provides advisor-coordinated estate planning and legal services.
Risk management is important. Help your clients protect themselves against the risk of loss. Our experts will review and advise what is the best coverage for the best rate with our extensive list of carriers and experience.
Our experts have created an integrated and comprehensive planning solution for families. This team brings many years of experience to help you provide clients or prospects and their future college students with a clear direction to: avoid changing majors, careers and colleges; in selecting colleges with the best social, academic and financial fit; improve standardized test scores to maximize merit aid and scholarships; reduce the overall cost of college and create a road map to ease the financial burden and avoid overwhelming debt.
Helping employers choose proper plans to fit the needs of employees. We can conduct group and/ or individual meetings to explain the benefits of the plans and help the employees choose the option that best fits their needs.
Our RIA provides individually tailored investment portfolio design and management along with wealth transfer strategies, wealth preservation, growth strategies, and tax efficient strategies pertaining to investments and income during retirement.
Be in the position to provide your clients with insight into improving their credit scores & debt management strategies. Our team helps you guide clients through the complicated and changing landscape of personal credit finance.
Our Certified Divorce Financial Analysts (CDFAs) will help you with clients facing the financial challenges associated with divorce to navigate this rough time and create a new financial road map. By working with your client’s attorney, we can help make sense of the pros and cons of a proposed settlement and provide the necessary tools to aid their attorney and help prove their case for the financial fairness.
Run by women advisors, this group focuses on supporting a holistic planning approach for women investors. Whether your practice currently specializes in educating women just beginning their careers, a small business owner, a homemaker, or a woman looking to retire, we can offer guidance and expertise for today, tomorrow and whatever the future brings.
This group provides insight into successfully marketing to and supporting the retirement planning needs of NY state police, fire and first responders. While the financial needs of these individuals are not unique, their benefits and working years are, as they frequently crisscross federal, state and military benefit packages.
“I feel the content was all valuable because it gave you a cross-section of ways to market and increase your business. They showed us how they did it and how we can do it in our practice.”
Denise Nostrom
“The greatest benefit was taking my marketing strategies from conceptual to implementation to follow-through. Can’t wait to benefit from the results!”
David Malone
