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 »
Normally, I don’t write a lot of newsletters on investment strategies. However, it’s been a tough market YTD, and the RORO (Risk On/Risk Off) strategy has killed it. So, I decided to discuss this strategy again, along with portfolio construction
Risk On/Risk Off Model Returns 3.79% in March and 17.86% YTD Read More »
Sign up to learn more, including a WEBINAR on demand. Click on the following to sign up: www.advisorshare.com/medically-underwritten-spia FYI, the max issue age for this new SPIA is age 95! This SPIA is for Clients CURRENTLY Receiving Nursing Home Care
New Medically Underwritten LTC SPIA Will Change Lives Read More »
Roth IRA conversions are white hot right now as a tool advisors can use to find new clients (ones with large IRA balances). It’s for this reason that we spent time creating the following: 1) Creating the “only” accurate Roth
Roth IRA Conversions vs. 2nd-to-Die Life Insurance Read More »
