Financial

If you don’t believe in Fixed Indexed Annuities (FIAs) as a bond alternative, this will change your mind. If you are using FIAs for growth (vs. income), this could be your new #1 product. If you are using RILAs, you […]

I recently reviewed a Premium Financed Life (PFL) illustration given to an agent who was considering buying it on himself. I was so outraged that I was motivated to create this newsletter. To download the PFL proposal so you can

You may have read about this a few weeks ago in Michael Kitces’s blog, but this is our official kick-off of our new and innovative compliance company. Webinar—February 12th at 3:00 p.m. EST To sign up to learn more about

This week a significant Class Action fiduciary liability lawsuit was settled by UnitedHealth (UH). UH was sued by its employees for having sub-standard “target date” funds in their 401(k) plan. Not only was UH sued, but the pension plan fiduciaries

To watch a recorded webinar by Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, where he explains how he runs Tactical Focused Equity, click on the following: https://advisorsharewm.com/focused-growth FYI, ANY advisor can get access to Joe’s strategy

Webinar—Thursday, October 31st at 1:00 p.m. EDT If you missed last week’s newsletter, click on the following to sign up for this week’s webinar: https://advisorshare.net/using-forced-ira-rollovers-to-gather-aum-and-mitigate-402a-liability/ Dramatically Improve Guaranteed Income on Qualified Funds FYI, did you know that MOST qualified plans

Webinar—Thursday, October 31st at 1:00 p.m. EDT To sign up so you can learn about this unique platform, click on the following: https://advisorsharewm.com/forced-ira-rollovers Let’s face it, IRA rollovers can be a real pain in the neck. Rollovers can generate significant

Last week I let readers know about my speaking gig for the Yale Club as an “expert” speaker on IUL (Indexed Universal Life). Apparently, this study group is mainly made up of whole life Kool Aid drinkers; and I was