Advisors Prep is designed to save you time and resources so that you can focus on what you do best. Worrying about producing this week’s radio show, podcast or informational email takes time that could be better served working “in” your business not “on” it. Whether you just need an idea to get started or want a turn-key solution to a radio show, we have the tools you need.
Written by experienced journalists, Advisor Prep’s white papers provide valuable information and insights into today’s most timely and important financial issues. Those issues range from Social Security strategies to the role of annuities in a retirement plan to the pros and cons of alternative investments.
White papers are complete and include links to their source material. Our White Papers are white-labelled, making them easy to customize and add your own branding. They can also be used as the foundations for radio or podcast scripts.
A subscription to White Papers also includes access to Idea Starters. You’ll find an example of a White Paper below. To subscribe to White Papers, click here.
Sample White Paper
How the New Tax Law May Affect You Now – And Later
The long anticipated tax reform legislation passed into law and signed by President Trump in December is the most sweeping change to the U.S. tax code in several decades. If you’re wondering how the new law will affect you, you’re not alone. Everyone from retirees to financial planners to the IRS is scrambling to understand the provisions of the Tax Cuts and Jobs Act.
Experts agree that most Americans will receive a tax cut as a result of the new law. But it is worth noting that for technical reasons the law’s provisions affecting individuals and families will expire in 2025 and would have to be extended by a future Congress. Most of the law that pertains to businesses is permanent. The bipartisan Joint Committee on Taxation notes that while many Americans will pay less in taxes initially, unless the individual cuts are extended, more than half of taxpayers will be paying more by 2027. The Committee also estimates that over the next decade the new law will add $1.4 trillion to the national debt; that number could go much higher if the individual tax cuts are not extended beyond 2025.
Debate is likely to continue as to the long term impact on the U.S. economy, but there is little doubt that the new law will affect virtually everyone to some degree.
Other Advisor Prep Tools
Whether you just need an idea to get started or want a turn-key solution to a radio show, we have the tools you need.
Idea Starters
Idea Starters are designed to give you the resources you need to create your own content.
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White Papers
Written by experienced journalists, white papers provide valuable information and insights into today’s most timely and important financial issues.
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Scripts
No time to convert Idea Starters or White Papers into audio scripts? We have you covered there as well.
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- Includes information sources and links
- Save time and resources
- Includes information sources and links
- Insights into timely issues
- Written by experienced professionals
- Use as is or modify
- Save time and resources
- Includes information sources and links
- Insights into timely issues
- Written by experienced professionals
- Use as is or modify
- For radio shows or podcasts
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Advisors Prep is designed to save you time and resources so that you can focus on what you do best.
Every month we’ll provide a free tip that will help you create a better audio program, reach an existing client in a new way or help capture a potential client with a different approach.
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