B.E.S.T. Resources

A comprehensive range of resources for advisors including calculators, guides, insurance / financial websites, recorded webinars, and more.

Access a Variety of Helpful Resources

Browse B.E.S.T.’s Federal Income Tax and Social Security & Medicare Reference guides, as well as other helpful resources.

Calculators & Websites

➤ Calculators & Websites

B.E.S.T. has compiled a extensive list of online insurance & financial calculators and informational websites that will assist advisors and their clients.


➤ Federal Income Tax Guide

Our Tax Guide is designed to provide up-to-date information on various aspects of federal income tax, including individual income tax rates, estates and trusts tax rates, Roth IRA contribution limits, and other tax-related topics. It serves as a valuable resource for financial professionals and individuals looking to enhance their knowledge and understanding of federal tax regulations.

➤ Social Security & Medicare Reference Guide

Our Reference Guide provides an overview of important information related to Social Security and Medicare. This includes details such as income limits, deductibles, premiums, and surtaxes associated with Medicare Parts A-D, as well as other relevant information. The guide is designed to be an invaluable resource for financial professionals and anyone looking to better understand their options and obligations under these government programs.

B.E.S.T. Newsletter

➤ Monthly Newsletter

Discover a wealth of valuable insurance and financial information, exclusive access to complimentary Tax and Social Security guides, special discounts, and much more in our monthly newsletter. Stay informed, inspired, and empowered on your journey towards financial success. Subscribe (sign up) today to receive our engaging newsletter straight to your inbox!

Webinar Catalog

➤ Recorded Webinar Catalog

Access our catalog of recorded CE webinar presentations on a range of relevant and timely topics, including CFP® Ethics, IRA Planning, and It’s All About Income. Our webinars are led by industry experts and are approved for CE credit by major governing bodies. With our on-demand platform, you can easily select and view the webinars that meet your needs and interests, at your own pace and on your own schedule.