We are excited to announce our partnership with Retirement Analyzer software to provide you with an exclusive The Bucket Plan® Edition of Retirement Analyzer. And, as an advisor of Clarity Insurance Marketing, you receive this software for free!*
This software complements The Bucket Plan®, allowing you to:
- easily, and electronically, outline the Now, Soon and Later buckets for your clients
- provide plans that are simple to create and easy for clients to understand
- quickly address longevity, taxation and investment risk questions your clients have
To get started, join us on March 4th from 12:00 pm –12:30 pm EST to hear how Kalem Mackey uses the software to bring on more assets and have your questions answered by the Retirement Analyzer team.
*Free for Clarity Insurance Marketing advisors for 90-days. Software will remain complimentary for any advisors that continue submitting business.
For any advisors currently subscribed to Retirement Analyzer, we will work with you to refund your applicable monthly fee. Contact your Business Development Partner for full details.
ABOUT KALEM MACKEY
Kalem Mackey is the Executive Vice President at Clarity Insurance Marketing and has served as a financial advisor, insurance wholesaler and sales manager over the course of his 20-year career.
Kalem is Brian Mann’s partner and president of Elite Advisory Group, a wealth management firm located in Huntington Beach, Cal. Prior to joining Clarity Insurance Marketing, Kalem worked alongside Mann and played an integral role in building a wholesale insurance marketing organization and maintaining consistent production growth. Kalem is frequently called upon as a guest speaker to train advisors on how to master various financial planning strategies.
With extensive experience in sales management, Kalem helps advisors bring a personal and seamless experience to the sales process. He realizes the challenges families across the country face in meeting their financial aspirations and works to help advisors best serve their needs. He provides coaching and support, assisting them to deliver in-depth and comprehensive services to meet their clients’ unique goals.