Sound Income Group
UPCOMING
Starts Here in
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Holidays and end of year are gearing up.
What gifts do I get for the people who have everything? How else can my CPA help me minimize my tax bill? Two seemingly unrelated questions but this time of year, they are both asked quite often. The good ...
What gifts do I get for the people who have everything? How else can my CPA help me minimize my tax bill? Two seemingly unrelated questions but this time of year, they are both asked quite often. The good ...
On-demand
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Wednesday, September 9, 2026 · 11:00 AM EDTJoin us for a practical look at how our income-focused SMA strategies can fit into your clients’ portfolios. We will unpack our yield-first approach to investing, where our strategies can complement an advisor’s existing portfolio construction, an... -
Wednesday, June 24, 2026 · 2:00 PM EDTLIVE Roleplay. Real Feedback. Real Growth.
This isn’t another sit-and-listen webinar.
On Wednesday, June 24 at 2:00 PM EDT, we’re hosting our next Appointment Setter Meeting of the Minds. And this time, we’re putting you in the hot seat.
• Live... -
Thursday, April 2, 2026 · 12:00 PM EDT**This is an educational training. No insurance or financial products are sold during this session.**
Life insurance is a unique financial instrument that plays a critical role in holistic planning.
When life doesn't go as planned, advisors need... -
Thursday, March 5, 2026 · 12:00 PM EST**This is an educational training. No insurance or financial products are sold during this session.**
Life insurance is a unique financial instrument that plays a critical role in holistic planning.
When life doesn't go as planned, advisors nee... -
Thursday, February 19, 2026 · 11:30 AM ESTTop Financial Advisors are trained to win clients and manage portfolios — not build teams, create systems, or lead people. That gap costs them growth, money, time, and sanity.
In this webinar, Head of Business Development, Darren Varano, sits ...
Past
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Thursday, September 10, 2026 · 6:00 PM EDTQ4 Is When 40–60% of Life Insurance Business Gets Written. Here's Your Playbook.
Life insurance application submissions are at record levels. Clients age 60+ are up 30% and those 70+ are up 47% year over year. Your clients are already asking abou... -
Thursday, May 7, 2026 · 12:00 PM EDT**This is an educational training. No insurance or financial products are sold during this session.**
Life insurance is a unique financial instrument that plays a critical role in holistic planning.
When life doesn't go according to plan, adviso... -
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Monday, March 30, 2026 · 12:00 PM EDT**This is an educational training. No insurance or financial products are sold during this session.**
Life insurance is a unique financial instrument that plays a critical role in holistic planning.
When life doesn't go as planned, advisors need... -
Monday, March 30, 2026 · 12:00 AM EDT**This is an educational training. No insurance or financial products are sold during this session.**
Life insurance is a unique financial instrument that plays a critical role in holistic planning.
When life doesn't go as planned, advisors need...
Series
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L.I.F.E. LessonLife insurance is a unique financial instrument that plays a critical role in holistic planning.
When life doesn't go as planned, advisors need more than Plan B — they need Plan P. Better protection is the strategy advisors rely on when it is n...
