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 »
Webinar—Thursday, October 31st at 1:00 p.m. EDT If you missed last week’s newsletter, click on the following to sign up for this week’s webinar: https://advisorshare.net/using-forced-ira-rollovers-to-gather-aum-and-mitigate-402a-liability/ Dramatically Improve Guaranteed Income on Qualified Funds FYI, did you know that MOST qualified plans
Dramatically Improve Guaranteed Income on Qualified Funds Read More »
Webinar—Thursday, October 31st at 1:00 p.m. EDT To sign up so you can learn about this unique platform, click on the following: https://advisorsharewm.com/forced-ira-rollovers Let’s face it, IRA rollovers can be a real pain in the neck. Rollovers can generate significant
Using “Forced” IRA Rollovers to Gather AUM and Mitigate 402(a) Liability Read More »
Last week I let readers know about my speaking gig for the Yale Club as an “expert” speaker on IUL (Indexed Universal Life). Apparently, this study group is mainly made up of whole life Kool Aid drinkers; and I was
Huge 1035 Opportunities When IUL Carriers Dump Caps Read More »
Download My 42-Slide Yale PowerPoint Presentation To download the presentation I’m using for the Yale Club meeting, click on the following: https://advisorshare.com/iul-yale-presentation I was asked to be a guest speaker at the Yale Club Insurance Study Group(yes, the “Yale” you
IUL Fact vs. Fiction—Yale Club Insurance Study Group Presentation Read More »
Most advisors are familiar with the Dalbar Study which compares historical returns of mutual funds, asset allocation, and bonds to those of the average investor. It’s a cool report, but Dalbar now charges $975 for advisors to access and use
2024 Morningstar Version of the Dalbar Study (average investor returns) Read More »
