This week a significant Class Action fiduciary liability lawsuit was settled by UnitedHealth (UH). UH was sued by its employees for having sub-standard “target date” funds in their 401(k) plan. Not only was UH sued, but the pension plan fiduciaries […]
UnitedHealth Pays $69 Million in 401(k) Breach of Fiduciary Duty Lawsuit Read More »
JP Morgan and Transamerica released NEW retirement studies that included data on how much retirees actually spend vs. what they thought they would spend. The conclusion, surprisingly, is that many people spend LESS than what they thought they would spend.
Retirees Actually Spend Less in Retirement—Two New Studies Show Read More »
This 18th annual Thanksgiving week newsletter lists some of my most well-read newsletters over the last year. It’s for advisors who will have some free time this week to read items that can help them give better advice and grow
Roccy’s 18th Annual Thanksgiving Newsletter Read More »
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 »
