Prospecting

We will help you consistently reach more prospects in any market by plugging into our digital and in-person prospecting programs.

  • Virtual Workshop Program

    Our virtual workshop system provides the marketing, content, and technology to help you maximize your reach and speak to more potential clients. Topics include: Tax-Efficient Retirement Strategies, Maximizing Social Security & Retirement Income

    Download the Guide

    Download the Guide

    Virtual Workshop Program

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  • Social Media Marketing

    Our Facebook and LinkedIn marketing helps you target potential clients in your market, from retirees to employees of large corporations. We generate direct 1-on-1 appointment requests and leads for you.

    Download the Guide

    Download the Guide

    Social Media Marketing

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  • Retirement GPS Roundtables

    Our unique and effective invitation-only dinner events help you meet potential clients in a personalized and conversational setting. Meaningful interaction leads to powerful business opportunities.

    Learn More

    Learn More

    Retirement GPS Roundtables

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Education

Position yourself as an authority in your field. We equip you with materials, tools, and advanced market expertise so you have confidence in your client conversations.

4 Ways to Leverage the Social Security Conversation

Strategies to help you build trust, provide value, and identify sales opportunities

4 Ways to Leverage the Social Security Conversation

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Fixed Index Annuities as a Bond Alternative

Learn why reallocating portions of a portfolio may create better outcomes and more guarantees for your clients.

Fixed Index Annuities as a Bond Alternative

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7 Tips to Create Tax-Efficient Retirement Income

Help your clients enjoy more, and more efficient, retirement income with these strategies.

7 Tips to Create Tax-Efficient Retirement Income

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Our proprietary tools

Assessment

Advisors who leverage our easy-to-use but visually powerful planning software close more cases and gain more client assets.

  • Build retirement income plans in under 30 minutes
  • Increase closing ratios by simplifying and visualizing your plan for the client
  • Prospect and gather financial data online with the click of a button
  • Integrate seamlessly with the annuity product solutions you love

Kinship

The spirit of kinship is in everything we do at Tarkenton Financial.

Rewards & Incentives

We invest back into you and your business, and we help you celebrate your wins in style. Our marketing reimbursement program and top advisor incentive trips to amazing worldwide destinations are about recognizing your excellence and hard work, while helping you grow!

Expert Team

We believe that the mission of business is to help people. Our tight-knit home office team combines several decades of experience with a shared mission of helping you reach your peak.

Family of Advisors

At Tarkenton Financial, you’re never one of many. You’re one of us. We invite you to experience a unique culture in our industry and find out why our advisors partner with us for the long haul.

A Hall of Fame Partner

Working with us means working with NFL Hall of Famer and legendary entrepreneur Fran Tarkenton. Fran’s personal commitment to helping his advisor partners offers you unique added value for your brand and a nationally-recognized business partner.

The PEAK Blog

September 7, 2021

Make Someone’s Life Better (“Love...

Our proprietary PEAK System is designed to help you improve, hit higher […]

July 28, 2021

Control What You Can Control

Dear Friends, Last month, I had the opportunity to volunteer at a […]

May 18, 2021

Let’s do the work! Get optimized with PEAK

Each month, we send you a note about our PEAK system and […]

March 15, 2021

Even the G.O.A.T. Needs Coaching to Reach the Peak

By now, I hope you have had an opportunity to learn about […]

February 15, 2021

Is It Time for a Change?

Last month, I started working with a nutritionist, not because I needed […]

January 15, 2021

Reach Your Peak One Day At A Time

This year, Tarkenton Financial is committed to helping you reach your PEAK […]

December 15, 2020

What’s your PEAK for 2021?

Tarkenton Financial is proud to introduce our PEAK System. It captures and […]

Reach your peak. We'll help you grow.