Below you can read about my personal interaction with a consumer last week who was sold a bonus FIA (Fixed Indexed Annuity) to “pay the taxes” on a Roth conversion. After my call, the client contacted Athene to exercise their […]
Roth Blueprint Goes Down in a Ball of Flames (and it’s just the beginning)! Read More »
To download the UPDATED IUL ROR probability chart, click on the following link: https://advisorshare.com/probability-of-return-2026 Need a Sales Mentor for AUM and FIAs? Jonathan Camarda, CFA, CAIA, CMT, CIMA, to the Rescue! Webinar—January 15th at 2:00 p.m. EST If you missed
IUL Historical Rate of Return Probability Chart (2025 Year-End Numbers) Read More »
Getting to Yes!Webinar—January 15th at 2:00 p.m. EST Want to learn about Jonathan, how he helps advisors grow revenue, and how you can work with him? Click on the following to sign up for the webinar: https://advisorsharewm.com/jonathan-camarda-webinar Most advisors I
Need a Sales Mentor for AUM/FIAs? Jonathan Camarda, CFA to the Rescue! Read More »
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 »
