Financial

Webinar—September 11thth at 3:00 PM EST To sign up for this webinar, click on the following link: https://advisorshare.com/expunge-client-complaints This is an important newsletter for those who have a Series 7 license, but it should also be useful to those who have a Series 65 license. What’s […]

To download this EYE-OPENING white paper, click on the following link or image: Want a Customized Version of this White Paper? I wrote this paper so advisors could use it with clients. If you’d like to use a customized version

To download (for FREE) Joe Maas’s Advisor Empowerment book: Getting To Independent in a PDF format, click on the following link: Joe Maas’s New Crypto Portfolio and Crypto Book (Read it for FREE) If you missed last week’s newsletter, you

Click on the following link to: 1) Read Joe’s new book for FREE!2) Sign up for the WEBINAR on his new Crypto investment strategy (SMA)3) Download the Tear Sheet on Joe’s new crypto strategy Is there a hotter topic right

To try OnPointe’s Risk Questionnaire for yourself, click on the following: To learn more about OnPointe Risk, click on the following: https://onpointesoftware.com. Not securities licensed? OnPointe has a “light” version at 50% of the cost for insurance agents. In 2020,

The RACE for the best Guaranteed Lifetime Withdrawal Benefit (GLWB) rider FIA is on! Sign up for More Info! Because only TWO IMOs (Insurance Marketing Organizations) have access to this new product, if you want to learn more (or get

I’ve been waiting for this verdict and it’s finally in. I did two newsletters about this lawsuit in the past with the following titles (to download them and read the original complaint click on the 2nd article): Turn Tax-Deferred Annuity

This sudden stock market downturn has everyone’s attention. However, advisors who have layered SNs into their planning should have a big smile on their faces (especially those who used my favorite kind of note which is a dual directional note