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: 1) Be able to provide more comprehensive advice 2) Increase revenue (pick up more clients and make more per […]
Special Online Test-Taking Course for the Series 65 Exam Read More »
Roccy’s Top 18 IUL List (Hot off the Presses (2024 Update)) Click to download: https://advisorshare.com/top-18-iul-sign-up Financial ConNEXTion…Paying it Forward Many people are familiar with the term “paying it forward.” Paying it forward is an expression for when the recipient of an act of
Miss last week’s newsletter? Read More »
Webinar March 21st at 2:00 p.m. EST To sign up for info on this unique seminar system, click on the following: https://advisorshare.com/retirement-lab-webinar/ What are advisors looking for? A “proven” system to get in front of new clients! Learn from our 30-, 40-, 50-million dollar producer… How many
Retirement Lab™—A Low-Cost In-Person Seminar System That Works! Read More »
Click on the following to DOWNLOAD my Top 18 IUL Report https://advisorshare.com/top-18-iul-sign-up The report is 20 pages long and lists in order IULs with the best: 1) Cash accumulation2) Tax-free retirement cash flow (highest loan amounts) Two Comparisons Grids In the download are
Roccy’s Top 18 IUL List (Hot off the Presses (2024 Update)) Read More »
To sign up for a LIVE DEMO of the industry’s best retirement planning software (OnPointe), click on the following link (you’ll want to after reading this newsletter/watching the example video!). www.onpointesoftware.com/retirement-planner-demo The GIF video below is a 5-second video that starts with a client who runs out
Communicate the Dangers of Sequence of Return Risk in less than 30 Seconds! Read More »
What Tax Bracket Will Your Clients Likely Be in in Retirement?I’m Tired of the Fearmongering! By: Roccy DeFrancesco, JD, CAPP, CMPCopyright 2024 This is a question that I do NOT believe most advisors have a good answer for. And this
