If you are using Risk Tolerance software, you know that the MOST annoying aspect of such software is having to manually load a lead/client’s brokerage account into the program. If you are not using Risk Tolerance software, you should be. […]
OnPointe Launches AI tool to Import Brokerage Acct Statements into Risk Program Read More »
It seems that Roth conversions and funding Roth 401(k)s instead of tax-deferred 401(k)s is all the rage these days. But the million-dollar question that needs answering is whether it mathematically makes sense. 2025 How America Saves Report 112 Pages from
Why Tax-Deferred 401(k)s are Better than Roths for Most Clients Read More »
To take the 15-question DI quiz, click on the following: https://advisorshare.com/di-geek-advisor-quiz Thank you to Corey Anderson (the DI Geek) for letting me use his quiz. Even if you are well-versed in DI, you will be lucky to get 10 questions
15-Question Disability Insurance Quiz and 26-Page Educational Download Read More »
I found a fascinating white paper that I believe advisors will find thought-provoking and might change their views on retirement planning. To download the paper, click on the following: Insurance company Life Expectancy (LE) numbers—I trust life insurance companies more
Are Advisors Preparing Clients for a Longer Lifespan? 40-Page White Paper! Read More »
Guaranteed Income-for-Life Products for the Affluent—26-Page White Paper If you missed last week’s newsletter, click on the following to download the white paper: https://advisorshare.com/gib-rider-white-paper 5-Pillar Asset Protection—Useful Summer Reading To sign up to read my most powerful book for FREE,
5-Pillar Asset Protection—Powerful Summer Reading Read More »
To download this EYE-OPENING white paper, click on the following link or image: Want a Customized Version of this White Paper? I wrote this paper so advisors could use it with clients. If you’d like to use a customized version
Guaranteed Income-for-Life Products for the Affluent—26-Page White Paper Read More »
Run Your Own Example Roth Conversion Numbers Using OnPointe’s NEW Consumer Lead Gen App You don’t have to take my word for what I’m saying in this newsletter. We just launched our OnPointe Roth software with a CONSUMER APP to
Roth IRA Conversions—What if Everything You Thought You Knew Was Wrong? Read More »
To download (for FREE) Joe Maas’s Advisor Empowerment book: Getting To Independent in a PDF format, click on the following link: Joe Maas’s New Crypto Portfolio and Crypto Book (Read it for FREE) If you missed last week’s newsletter, you
Download Advisor Empowerment (e-book) & Take Your Business to the Next Level Read More »
