Actual IUL Historical Renewal Cap Rates (the info everyone has been looking for) If you missed last week’s newsletter, you can still download this eye-opening piece which lists the renewal caps of the top 18 IUL carriers by clicking on […]
IUL Marketer Hit with Cease-and-Desist Order and a $10,000 Fine Read More »
Webinar—1:00 PM EST on September 12th If you want to learn about the “best” door-opening topic to get in front of affluent business owners AND their employees, sign up for the webinar by clicking on the following: What do advisors
Ingenious 125 Plan is Your Gateway to the Business Owner Marketplace Read More »
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 »
