I’ve been advocating for 15 years for advisors to get their Series 65 license. Insurance agents should consider getting a 65 license so they can: For Series 7 licensed advisors, they too should consider getting a 65 so they can […]
Special Online Test-Taking Course for the Series 65 Exam 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
Income Tax Bracket Inflation Prevents Armageddon Even if Rates Exceed 50% 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 »
To download this study (with great info), click on the following link: https://advisorshare.com/peak-boomers-impact-study This week I read from a few publications about a retirement planning study on baby boomers. After 20 minutes of surfing the web, I finally found the
Download the Peak Boomers Impact Study 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 the 5-page document I use with clients that outlines my 9-step process so you can co-opt parts or all of it as your own, click on the following link (there are two downloads, the Word version you can edit as your own and
Roccy’s 9-Step Sales Process (with download) Read More »
To download the IUL UPDATED ROR probability chart, click on the following link: https://advisorshare.com/iul-probability-of-return I first issued this report in 2021. Since then, the S&P 500 has had the following returns: -18.16% in 2022 +26.18% in 2023 I thought it was time to update the
The DOL finally released its final version of its UPDATED fiduciary rule (best interest rule). Quick Summary 1) Insurance agents selling FIAs in IRA rollovers are deemed fiduciaries 2) Suitability as to why an annuity was the best option for a client
A Look at the New DOL Fiduciary Rule and FIA Sales Read More »
