Most advisors do NOT have a good sales process (which is why nearly 100% of those I talk with are interested in learning better sales techniques). When I read Higher Profits Selling by Bruce Robbins, a book that teaches advisors […]
Higher Profits Selling—The Best Sales Book I’ve Ever Read Read More »
This is the most interesting lawsuit I’ve seen in the last 25+ years. It’s truly stunning, and if you want to download the complaint filed on behalf of Blake Harris, JD, click on the following: https://assetprotectionsociety.org/asset-protection-planners-lawsuit What is Asset Protection
Asset Protection Planners Sued for Perpetuating a Fraud Scheme on Consumers Read More »
To download this 24-page study by Corebridge Financial, click on the following: www.advisorshare.com/longevity-study Living to Age 100 This study is about the possibilities of living to age 100 and the thoughts of those surveyed on how prepared they are if
Use the New “Age 100” Longevity Study to Motivate Clients to Take Action Read More »
This 19th annual Thanksgiving week newsletter lists some of my most well-read newsletters over the last 12 months. It’s for advisors who will have some free time this week to read items that can help them give better advice and
Roccy’s 19th Annual Thanksgiving Newsletter Read More »
This newsletter illustrates everything that’s wrong with certain elements of the insurance industry. This is a make-a-sale-at-all-costs story. This story is already bad enough, but just to make it worse, this also happens to be an IRA rescue sale where
Prominent IUL Agent Gets Caught Using Unauthorized Illustration to Make Sales Read More »
As we build new features for our OnPointe retirement planning software, one that’s been on my list is a “real” Life Expectancy (LE) calculator (something other programs do NOT have!). Try the LE calculator for yourself Three Components to the
New Life Expectancy Calc Helps Advisors Dial-In Realistic Retirement Plans Read More »
To download the complaint (it should be MANDATORY reading), click on the following: Complaints are not much fun to read. But, since I’m an attorney, I figured I’d use my skills to highlight the important parts of the 50-page complaint
Kyle Busch Sues Pac Life for $8.5 Million Loss in Misrepresented IUL Sale Read More »
To watch a recorded video by Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, where he gives a comprehensive Q3 stock market review and Q4 outlook, click on the following: NO SIGN-UP FORM IS REQUIRED! Indicators for
Joe Maas, CFA, Q3 Market Review, and Q4 Outlook Read More »
