The DOL finally released its final version of its UPDATED fiduciary rule (best interest rule). Quick Summary 1) Insurance agents selling FIAs in IRA rollovers are deemed fiduciaries 2) Suitability as to why an annuity was the best option for a client […]

To learn more about this unique 3rd party manager’s strategy, click on the following link: https://advisorsharewm.com/2x-dual-directional-manager I’ve been trying to work with this manager for three years and he finally agreed to allow us to use his strategy on our RIA platform and our soon-to-be launched

I just got my hands on a summary of the final “proposed” DOL regs and they are NOT good. To download a 32-page PowerPoint by the top law firms that advises IMOs/insurance companies/BDs that breaks down the key issues on the new regs, click on the

If you missed last week’s newsletter, click on the following link: https://advisorshare.com/iul-probability-of-return Using QCDs (the Legacy IRA) to Remove $53K Tax-Free from an IRA After 15+ years of sending weekly newsletters, it’s rare for me to learn of something that I’ve never heard of

There hasn’t been anything new in the IUL (Indexed Universal Life) space in a while so when I saw that Pac Life released their NEW IUL, I thought a product review was in order. Three Different Illustration Options What’s new about

To download this study (with great info), click on the following link: https://advisorshare.com/peak-boomers-impact-study This week I read from a few publications about a retirement planning study on baby boomers. After 20 minutes of surfing the web, I finally found the actual study. I

In 2023, Fixed Indexed Annuities (FIAs) sales hit a record $95.6 billion (up 20% from 2022). Why are FIAs booming? More people are turning 65 and are interested in asset preservation vs. growth. Also, the 40% (AGG) of a 60/40 portfolio has been awful

To download the 50-State Chart, click on the following link: https://assetprotectionsociety.org/50-state-ap-chart If you are a financial planner, insurance agent, CPA, or attorney, the 50-State AP Chart is a must-download. It’s a useful desk reference guide you can and will use multiple times a year. It’s been over a year since