In 2023, Fixed Indexed Annuities (FIAs) sales hit a record $95.6 billion (up 20% from 2022). Why are FIAs booming? More people are turning 65 and are interested in asset preservation vs. growth. Also, the 40% (AGG) of a 60/40 portfolio has been awful […]

To download the 50-State Chart, click on the following link: https://assetprotectionsociety.org/50-state-ap-chart If you are a financial planner, insurance agent, CPA, or attorney, the 50-State AP Chart is a must-download. It’s a useful desk reference guide you can and will use multiple times a year. It’s been over a year since

If you aren’t familiar with the CTA, now is a good time to become familiar. Why? Non-compliance can subject people to civil penalties of up to $500 per day and criminal penalties of up to $10,000 or imprisonment for up to two years. Who does

To sign up for info on this NEW “rated” SPIA or for the webinar, click on the following: https://advisorshare.com/medically-rated-spia Retirement Lab™—A Low-Cost In-Person Seminar System That Works! Webinar March 21st at 2:00 p.m. EDT If you missed last week’s newsletter, click on the following: https://advisorshare.com/retirement-lab-webinar This

Live Demos—April 4th AND 5th at 2:00 p.m. EST To see this new, powerful, and simple to use software live, click on the following: https://onpointesoftware.com/live-demo Can’t make the live demos? Email Lauren@onpointesoftware.com for a private demo! Stop Wasting Time with Retirement Analyzer, E-Money, Right Capital, etc.! If you are tired

My new book is finally done, and I think advisors and clients are going to LOVE it! How do you order a copy of the book? 1) You can buy it on Amazon at “retail” right now (click here). 2) To

 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

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