A lot of advisors use Social Security (SS) “timing” as a lead gen tool to get in front of new clients (in-person seminars, Facebook marketing, etc.). While the topic has become less fun after the somewhat recent rule changes, it’s […]
Using OnPointe to Help Clients with Social Security Timing Read More »
Before I get into the content of this week’s newsletter, if you missed last week’s newsletter… Why Bonus FIAs to “Pay the Tax” on Roth Conversions are a Failure (White Paper) To download my 14-page White Paper detailing specifically why
Effective vs. Top Marginal Tax Rates is the Key to Understanding Roth Conversions Read More »
To download my 14-page White Paper detailing specifically why using a 20% bonus FIA (Fixed Indexed Annuity) to “pay the tax” does NOT work, click on the following link: Bonus Download—11-Page Summary Breaking Down Roth Conversions Software Used by this
Why Bonus FIAs to “Pay the Tax” on Roth Conversions are a Failure (White Paper) Read More »
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 »
