I had another newsletter ready for this week, but then the U.S. declared war on Iran. As the leader of our RIA and Anti-TAMP platform, Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, is always timely with […]
When War Breaks Out, Client Communication is Key (Free Client Form Letter) Read More »
April 16-17, 2026 To DOWNLOAD the FULL Vegas agenda, click on the following link: www.uploadedimages.net/content/PDFs/Vegas.Seminar.Full.Agenda.2026.pdf Sign Up Right Now To Attend! If you know you want to attend, click on the following to use an online sign-up form: www.advisorshare.com/las-vegas-signup-2026 5-Pillar
Roccy’s 2-Day Education/Marketing Seminar is Coming Back to Vegas Read More »
It’s been a while since I covered an investment strategy, so I thought I’d do one this week on a very interesting Risk On/Risk Off (RORO) strategy. RORO is available on the “Anti-TAMP” I’m not just covering this as an
Risk On/Risk Off Strategy Returns 8.23% in January and 27.83% in 2025 Read More »
What’s the #1 elusive marketing platform for most advisors? Working with CPAs! While nearly all advisors want to work with CPAs, few actually do. Why? It’s difficult to gain their trust and even more difficult to get them to refer
744 CPAs Signed Up for a Roth IRA Conversion CPE Webinar in 72 Hours! Read More »
The new Investment Company Institute (ICI) numbers on the staggering amount of total wealth across all retirement plans are out. The total amount is $48.1 trillion as of 3rd quarter, 2025. Of that, $18.9 trillion is in IRA assets and
IRA Assets Eclipse Annity Assets for Rtirement (New ICI Report) Read More »
This has been nearly two years in the making, but it’s finally here! To learn about the Certified Roth Conversion Specialist™ (CRCS™) designation, click on the following: www.certifiedrothconversionspecialist.com 20% Discount for the 1st 100 advisors who sign up! As we
Certified Roth Conversion Specialist™ Designation Officially Launches! Read More »
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 »
