Click on the following link to: 1) Read Joe’s new book for FREE!2) Sign up for the WEBINAR on his new Crypto investment strategy (SMA)3) Download the Tear Sheet on Joe’s new crypto strategy Is there a hotter topic right […]
To try OnPointe’s Risk Questionnaire for yourself, click on the following: To learn more about OnPointe Risk, click on the following: https://onpointesoftware.com. Not securities licensed? OnPointe has a “light” version at 50% of the cost for insurance agents. In 2020,
Interesting OnPointe Risk Stats from 25,000+ Client Questionnaires Read More »
The RACE for the best Guaranteed Lifetime Withdrawal Benefit (GLWB) rider FIA is on! Sign up for More Info! Because only TWO IMOs (Insurance Marketing Organizations) have access to this new product, if you want to learn more (or get
New EXCLUSIVE Distribution FIA is the NEW #1 Guaranteed Income Rider Read More »
Why read this newsletter? It’s a great concept you can use to go after affluent clients! For Info & to Download our Multi-Page Client Educational Piece(Which can be personally branded to you!) Click on the following to download this branded
How to Mitigate Taxes Using Trust-Owned Annuities (a great marketing concept) Read More »
I’ve been waiting for this verdict and it’s finally in. I did two newsletters about this lawsuit in the past with the following titles (to download them and read the original complaint click on the 2nd article): Turn Tax-Deferred Annuity
RIA Found Liable for Failing to Disclose FIA Commissions Read More »
To sign up for more info on the one-of-a-kind annuity that qualifies for this unique tax benefit AND to download a one-page client brochure, click on the following link: 18-Page Asset-Based Long-Term Care White Paper (Advisor-Branded) If you missed my
Turn Tax-Deferred Annuity Gains into Tax-Free LTC Benefits Read More »
This sudden stock market downturn has everyone’s attention. However, advisors who have layered SNs into their planning should have a big smile on their faces (especially those who used my favorite kind of note which is a dual directional note
Why Aren’t You Using Structured Notes (SN) to Hedge Market Downturns? Read More »
For the 1st time EVER, you can sign up to read the best book ever written on Medicare planning for FREE. To do so, click on the following link: Give Medicare Blueprint away for free to clients Want to give
Read the Medicare Blueprint for FREE (#1 Educational Book) Read More »
