Click on the following to DOWNLOAD my Top 18 IUL Report https://advisorshare.com/top-18-iul-sign-up The report is 20 pages long and lists in order IULs with the best: 1) Cash accumulation2) Tax-free retirement cash flow (highest loan amounts) Two Comparisons Grids In the download are […]
Roccy’s Top 18 IUL List (Hot off the Presses (2024 Update)) Read More »
To sign up for a LIVE DEMO of the industry’s best retirement planning software (OnPointe), click on the following link (you’ll want to after reading this newsletter/watching the example video!). www.onpointesoftware.com/retirement-planner-demo The GIF video below is a 5-second video that starts with a client who runs out
Communicate the Dangers of Sequence of Return Risk in less than 30 Seconds! Read More »
What Tax Bracket Will Your Clients Likely Be in in Retirement?I’m Tired of the Fearmongering! By: Roccy DeFrancesco, JD, CAPP, CMPCopyright 2024 This is a question that I do NOT believe most advisors have a good answer for. And this
