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 their business. To read any article, just click on the title.
FYI, my 2024 newsletters had the highest open rates, on average, than any of the past 17 years. The top three below had an over 40% open rate (which is insane for a weekly newsletter).
- Unmask Hidden IRMAA Penalties with On Pointe Retirement Planner
- My New Book: 5-Pillar Asset Protection
- Actual IUL Historical Renewal Cap Rates (the info everyone has been waiting for)
The following had a 35% to 39% open rate:
- Download Ken Fisher’s ‘I Hate Annuities’ Consumer Guide!
- Roccy’s Top 18 IUL List (Hot off the Presses (2024 Update))
- Income Tax Bracket Inflation Prevents Armageddon Even if Rates Exceed 50%
The following had a 30% to 34% open rate:
- Communicate the Dangers of Sequence of Return Risk in less than 30 Seconds!
- Roccy’s 9-Step Sales Process (with download)
- Help Clients with the NEW Corporate Transparency Act (CTA) Requirements
- IUL Marketer Hit with Cease-and-Desist Order and a $10,000 Fine
- IUL Fact vs. Fiction—Yale Club Insurance Study Group Presentation
- The Divorce Planning Guidebook—Read it for Free (paying it forward)
- LSW Sued for Deceptive IUL Sales (Class Action with RICO Count).
- IUL Rate of Return Probability Chart (Updated for Year-End).
- 2024 Morningstar Version of the Dalbar Study (average investor returns)
- Roccy’s NEW Asset Protection Educational Video for Consumers
Adding Significant and Reoccurring Revenue
I’ve been pounding the drum for over 15 years for insurance agents to get their Series 65 license. Many have, then literally onboarded hundreds of millions of dollars in Assets Under Management (AUM). AUM revenue can be substantial and it’s reoccurring.
Because I got tired of referring advisors to someone else’s RIA, I got with one of the smartest guys I know, Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, and we started an RIA (one that’s advisor-owned) www.advisorsharewm.com.
This year we have added over $100 million in NEW AUM. If you are an insurance agent who is on the fence about getting your 65, it’s time to move forward (and a great way to get started is with our Advisor Launchpad platform).
How to Gather Assets Under Management with or without a 65 License
WEBINAR on Recording
To sign up so you can learn more about “Advisor Launchpad,” click on the following link:
https://advisorsharewm.com/launchpad-signup/
I want to wish everyone a Happy Thanksgiving and safe travels for those of you who are traveling to see family or friends. And of course, Go Lions!
