I’ve alluded in some of my past newsletters to what I believe is the most exciting advisor tool I’ve worked on since I got in the business. That is a big statement considering all the stuff I’ve worked on and […]
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The downloads you will want after reading this newsletter are: 1) A real Craig Wear Roth conversion client recommendation (15-page PDF) 2) Craig’s 15-page client engagement letter (a stunning read) 3) Our OnPointe Software Roth conversion recommendation To download the
Beware of Craig Wear…Roth Conversion Guru for Million Dollar IRAs Read More »
To get the details on this FIA and the carrier that offers it, click on the following link: https://advisorshare.com/9-5-percent-guaranteed-cap Not that any advisor should pick a product based on commissions, but the 5-year product pays a 4.5% commission, and through
FIA with Guaranteed 9.5% S&P 500 Pt-to-Pt Cap for 5 Years Read More »
This new tool is going to reset the landscape when it comes to “risk tolerance” programs like Riskalyze/Nitro, Hidden Levers, etc. It’s the most innovative tool to hit the risk space in 10+ years. It’s going to take the review
OnPointe Risk Analyzer Adds the Industry’s First AI Portfolio Review Tool Read More »
I rarely get excited about someone else’s software, but I am super excited to let advisors know about the new CRM program I found. I’m so excited about this that for the first time ever, I decided to devote my
New CRM Blows Retail/Wealthbox Away! Why I Switched After One Live Demo! Read More »
Risk-Managed Portfolio Designed to Generate 8-12% in Annual Income Webinar on Thursday, April 30th at 2:00 p.m. EST If you missed last week’s newsletter, click on the following to sign up for the webinar: https://advisorsharewm.com/high-income Roth IRA Conversion Showdown: Right
Roth IRA Conversion Showdown: Right Capital Vs. OnPointe (It’s Mind Blowing) Read More »
Webinar on Thursday, April 30th at 2:00 p.m. EST To sign up for a webinar and/or to download the Fact Sheet on Joe Maas’s, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, high-income strategy, click on the following: https://advisorsharewm.com/high-income
Risk-Managed Portfolio Designed to Generate 8-12% in Annual Income Read More »
To learn more about this NEW FIA (Fixed Indexed Annuity) product, click on the following: https://advisorshare.com/myga-and-cd-killer If you have clients who keep their “safe money” in Certificates of Deposit(CDs), this newsletter is for you. If you use MYGAs (Multi-Year Guaranteed
New FIA Launches…Nickname: The MYGA & CD Killer Read More »
