As we build new features for our OnPointe retirement planning software, one that’s been on my list is a “real” Life Expectancy (LE) calculator (something other programs do NOT have!). Try the LE calculator for yourself Three Components to the […]
New Life Expectancy Calc Helps Advisors Dial-In Realistic Retirement Plans Read More »
To download the complaint (it should be MANDATORY reading), click on the following: Complaints are not much fun to read. But, since I’m an attorney, I figured I’d use my skills to highlight the important parts of the 50-page complaint
Kyle Busch Sues Pac Life for $8.5 Million Loss in Misrepresented IUL Sale Read More »
To watch a recorded video by Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, where he gives a comprehensive Q3 stock market review and Q4 outlook, click on the following: NO SIGN-UP FORM IS REQUIRED! Indicators for
Joe Maas, CFA, Q3 Market Review, and Q4 Outlook Read More »
Click on the following to DOWNLOAD my Top 17 IUL Report What’s new in 2025? 1) Anico is no longer on the list (amazingly they stopped selling life insurance)2) Prudential is new to the list (it replaced Anico)3) The #1
Roccy’s Top 17 IUL List (Hot off the Presses—2025 Year-End Update) Read More »
Roth IRA conversions are white hot right now in our industry as a lead-gen tool. As such, the announcement of our OnPointe Roth IRA Conversion Legacy Planner is very exciting. FYI, if you are using programs like Retirement Analyzer, Right
Industry’s First and Only “Legacy App” for Roth IRA Conversions Read More »
This newsletter should motivate readers to think more critically about VCIs and hopefully to learn more about options pricing, hedging strategies, and which VCIs are designed to actually perform well. We are thinking of putting on a 2-hour VCI/Hedging Strategies
VCI/Hedging Strategies Online Bootcamp (Survey) Read More »
FREE Access to OnPointe Risk’s Proxy Finder! To start using the INDUSTRY’s ONLY proxy finder RIGHT NOW, go to: www.proxyfinder.net Using AI to Help with Marketing and Client Communication Webinar—September 24th at 3:00 PM EST If you missed last week’s
OnPointe’s ProxyFinder.net Solves Risk Software’s Most Unsolvable Problem Read More »
By: Lauren DeFrancesco, MS, CAPP™ Webinar—September 24th at 3:00 PM EST To watch me in a live webinar format teach you how to use AI to create content, images, etc., click on the following link to attend the webinar: Download
Using AI to Help with Marketing and Client Communication Read More »
