I just finished creating a new asset protection video for consumers and I think it turned out pretty darn good. To watch this educational video, click on the following link: https://advisorshare.com/5-pillar-video What’s in the video? It’s an educational video where […]
Roccy’s New Asset Protection Educational Video for Consumers Read More »
If you would like more info on this unique Fixed Indexed Annuity, click on the following: If you missed last week’s newsletter, to download Ken’s 14-page “Annuity Insights” consumer guide, click on the following: https://advisorshare.com/fia-90-day-reset Insurance companies are always looking
New FIA with 90-Day Low-Point Reset if the Market Tanks Read More »
Download Ken Fisher’s ‘I Hate Annuities’ Consumer Guide! If you missed last week’s newsletter, to download Ken’s 14-page “Annuity Insights” consumer guide, click on the following: https://advisorshare.com/kens-i-hate-annuity-guide By this time of the year, most whole life carriers have declared their
2024 Whole Life Dividends Declared…How Does IUL Compare? Read More »
This is the conclusion from Ernst & Young: Using an “investment-only” strategy is inefficient from aretirement income and legacy perspective To download this 18-page study, click on the following link: www.advisorshare.com/ey-retirement-income-study FYI, the concept of “buy term and invest the
E&Y Study: The Benefits of Integrating Insurance Products into Retirement Plans Read More »
Recently I did an article titled: What Tax Bracket Will Your Clients Likely Be in in Retirement?(I’m Tired of the Fear Mongering). To read this article, click on the following link: https://advisorshare.com/newsletters I got some blowback from the article and
Income Tax Bracket Inflation Prevents Armageddon Even if Rates Exceed 50% Read More »
Once you learn about the IRMAA penalty, you’ll want to be able to calculate it for clients. OnPointe Retirement Planning software just added the ability to calculate the projected IRMAA penalty for clients. This UNKNOWN but PUNISHING issue is going
Unmask Hidden IRMAA Penalties with OnPointe Retirement Planner Read More »
To download this annual survey (43 pages long with several great stats with charts/graphs that just came out June 25th), click on the following link: https://advisorshare.com/ebri-2024 I’m speaking at the annual Financial Planning Association conference in Columbus, OH, September 18-20
Download the 34th Annual EBRI Retirement Confidence Survey Read More »
Right now, there is one clear leader in the “immediate” income space for Fixed Indexed Annuities (FIAs). After reading this, you may want to learn about the FIA with guaranteed income benefit (GIB) rider used in this newsletter. To do
SPIAs vs. FIAs for Guaranteed Immediate Income…Which is Better? Read More »
