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REACH THE IMPOSSIBLE

With a partner that goes above and beyond

Tax-smart strategies

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UPCOMING WEBINAR

HOW TO EXCEL AT POSITIONING IUL

WEDNESDAY, NOVEMBER 8 | 2 PM EST

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WHY PEAK PRO FINANCIAL?

We are the boutique agent development firm advisors turn to for powerfully
unique and proven alternative tax-smart solutions.

Advanced concepts and deep expertise you won't find elsewhere

Business development to propel you to the top of your game

Unmatched marketing to amplify your brand and drive real results


PROGRAMS TO ENABLE YOU TO EXCEL




BEST-IN-CLASS EDUCATION

Access ongoing training and guidance to dominate your market

NEXT-GEN TOOLS

Close more sales with our industry-leading financial toolbox

ELITE CASE DESIGN

Tap into the power of hyper-innovative planning techniques

TURN TAXABLE ASSETS INTO TAX-FREE WEALTH

An alternative to Roth conversions, LIRA helps clients convert taxable assets
into tax-free, guaranteed wealth and legacy.

GET ACCESS TO LIRA


CONSTANTLY TESTED AND CONSISTENTLY TRUSTED

The decision to meet with Gabe, Sarah and the Peak Pro Financial team changed
the trajectory of my business. Today, I am serving more people, my meetings are
more productive and I am capturing more business. The ideas, service and help I
have received from Peak Pro Financial has been second to none. I’m so fortunate
to have them as part of my business and look forward to many more years to come.

MARK M, CRPC®

Colorado

I chose Peak Pro Financial because I was looking for a higher level of
relationship and service, as well as the feeling of partnership.

ROBERT W, RCP

California

I wanted to add IUL to my practice but needed a deeper level of support. The
hands-on training and tools they provide help me educate my clients so they
understand various concepts. With Peak Pro Financial, I'm putting my clients in
strategies that I can be confident in.

JASON C

Illinois

Peak Pro Financial is much more than a product provider. They serve as a
resource in so many ways, helping me re-engineer myself from a product salesman
to a full-service advisor. The team is committed to helping me achieve maximum
success, and they've been a big part of it.

BRIAN G

New Jersey

I have recommended several advisors to the firm. And yes, I will keep
recommending. Sarah, my Sales Development Advisor, and the team are a big part
of my planning. Even in 2020 during the lockdown, my business has been up 20%.
That would have been tough to do without Peak Pro Financial.

DAVE N, RICP®

California




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LATEST BLOG POSTS

Truth hurts: Going beyond Roth conversions

What do most advisors use to mitigate tax risk on retirement assets? They
default to the almighty Roth conversion, of course. The truth is that a Roth
conversion is not always the answer. For one thing, clients are stunned with a
hefty tax bill and immediate drop in the account value. Some may have enough
time to make up for the loss and bet on the market, but those aren’t sure
things. It could take 12 years or more to recoup all the losses.

June 15, 2023
Down and out: How demutualization impacts whole life dividends
January 20, 2023
MARKET PULSE: Surprising consumer spending habits and more
October 25, 2022
Your last wake-up call: Breaking down the lunacy of the current stock market
July 13, 2022
COMMENTARY: Putting the M.O. (Modus Operandi) back in I.M.O.
July 07, 2022
READ ON
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7979 E Tufts Ave Suite 1050 Denver, CO 80237
866.866.7050
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