To download the 76-page advanced markets Q&A on annuities, click on the following: www.advisorshare.com/annuity-advanced-markets-q-a It’s rare that I read something an insurance company puts out and think it’s “of quality” to include in one of my newsletters, but this is […]
Annuity Advanced Markets Q&A Download (it’s good!) Read More »
Medicare premiums are expected to rise substantially! The following are from the 2024 Medicare Trust Fund Report as it pertains to projected cost increases: Medicare Part B: -2024–2033: Projected average annual increase = 8.2%-2034–2048: Projected average annual increase = 5.5%-2049–2098:
Not Accounting for Medicare/IRMAA Sets Clients Up for Retirement Failure Read More »
This week a significant Class Action fiduciary liability lawsuit was settled by UnitedHealth (UH). UH was sued by its employees for having sub-standard “target date” funds in their 401(k) plan. Not only was UH sued, but the pension plan fiduciaries
UnitedHealth Pays $69 Million in 401(k) Breach of Fiduciary Duty Lawsuit Read More »
JP Morgan and Transamerica released NEW retirement studies that included data on how much retirees actually spend vs. what they thought they would spend. The conclusion, surprisingly, is that many people spend LESS than what they thought they would spend.
Retirees Actually Spend Less in Retirement—Two New Studies Show Read More »
This 18th annual Thanksgiving week newsletter lists some of my most well-read newsletters over the last year. It’s for advisors who will have some free time this week to read items that can help them give better advice and grow
Roccy’s 18th Annual Thanksgiving Newsletter Read More »
Life of the Southwest (LSW) has been on a bad roll lately and has now been sued for deceptive IUL sales with a RICO (racketeering) count which comes on the heels of two other lawsuits: -LSW Sued in IUL Pyramid
LSW Sued for Deceptive IUL Sales (Class Action with RICO Count) Read More »
Why am I letting people read this book for free? I came to the conclusion that it’s far more important for the maximum number of people to read this book than it is for me to make X amount on
The Divorce Planning Guidebook—Read it for Free (paying it forward) Read More »
To watch a recorded webinar by Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, where he explains how he runs Tactical Focused Equity, click on the following: https://advisorsharewm.com/focused-growth FYI, ANY advisor can get access to Joe’s strategy
S&P 500 up 21% YTD…Tactical Focused Equity up 29% (Webinar on Demand) Read More »
