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 […]

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

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

Last week I let readers know about my speaking gig for the Yale Club as an “expert” speaker on IUL (Indexed Universal Life). Apparently, this study group is mainly made up of whole life Kool Aid drinkers; and I was

Download My 42-Slide Yale PowerPoint Presentation To download the presentation I’m using for the Yale Club meeting, click on the following: https://advisorshare.com/iul-yale-presentation I was asked to be a guest speaker at the Yale Club Insurance Study Group(yes, the “Yale” you

Webinar—October 2nd at 1:00 PM EST To sign up for the webinar to learn how clients can get cash in hand when implementing a 1031 real estate exchange, click on the following (I only know one such program in the

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