The Arrow Group content

Published Jun 22, 2015

A complete listing of all Social Security Timing® content available exclusively to members of The Arrow Group. To become a member, call 1.877.844.7213.

Lead program scripting

When a consumer request is generated through a participating API partner, these scripts may be helpful for starting the conversation.


The Arrow Group webinar from July 2017

The Arrow Group recorded webinars: The Arrow Group webinar from July 2017

The final monthly Arrow Group webinar and updates on the new tools


New law customizable guide

This customizable guide is designed to be used as the deliverable for the new law mailer. It explains in detail the changes that the Bipartisan Budget Act of 2015 created.


Seminar: Taxes in Retirement

The "Taxes in Retirement" seminar explains the difference between the marginal tax system and the effective marginal tax rates that are actually paid by a retiree in various circumstances.


The Arrow Group webinar from June 2017

The Arrow Group recorded webinars: The Arrow Group webinar from June 2017

Learn how to use Tax Clarity to create mutual growth with CPAs with David Cechanowicz, JD, MSFS, AIF®. Learn the What, Why and How of inbound marketing and the tools the help you.


New law sample mailer

This sample mailer is designed to advise prospects about the changes as a result of the Bipartisan Budget Act of 2015. There is an offer for the prospect to request a free guide.


The Arrow Group webinar from May 2017

The Arrow Group recorded webinars: The Arrow Group webinar from May 2017

In this webinar, you can learn about SmartRisk using a portfolio margin example and get a demonstration of how SmartRisk helps communicate risk to a client. Also, listen in on suggestions on how to build key messages for marketing Tax Clarity.


The Arrow Group webinar from March 2017

The Arrow Group recorded webinars: The Arrow Group webinar from March 2017

Get a demonstration of SmartRisk, a tool that helps communicate risk to a client. Learn how to identify your target audience and building your buyer persona.


The Arrow Group rallies in Reno

Top advisors attending The Arrow Group meeting in Reno dove into Tax Clarity and got a sneak peek at Covisum’s new retirement income planning tool and newest version of Social Security Timing.


Seminar: Navigating Social Security Benefit Choices

Show clients how to make the most of their Social Security decision and how to incorporate it with their other retirement income assets.


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