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 »
AI (Artificial Intelligence) is everywhere! Advisors seem both excited and scared at how AI will transform the industry over the next 12 months, the next several years, and beyond. I have my thoughts on AI and what will happen to
Roccy’s 1st Annual AI Investment Research and Portfolio Design Survey Read More »
I had another newsletter ready for this week, but then the U.S. declared war on Iran. As the leader of our RIA and Anti-TAMP platform, Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, is always timely with
When War Breaks Out, Client Communication is Key (Free Client Form Letter) Read More »
Below you can read about my personal interaction with a consumer last week who was sold a bonus FIA (Fixed Indexed Annuity) to “pay the taxes” on a Roth conversion. After my call, the client contacted Athene to exercise their
Roth Blueprint Goes Down in a Ball of Flames (and it’s just the beginning)! Read More »
This is the most interesting lawsuit I’ve seen in the last 25+ years. It’s truly stunning, and if you want to download the complaint filed on behalf of Blake Harris, JD, click on the following: https://assetprotectionsociety.org/asset-protection-planners-lawsuit What is Asset Protection
Asset Protection Planners Sued for Perpetuating a Fraud Scheme on Consumers Read More »
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
6-Weeks Left to Expunge Client Complaints from Your Record Read More »
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
Guaranteed Income-for-Life Products for the Affluent—26-Page White Paper Read More »
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
Download Advisor Empowerment (e-book) & Take Your Business to the Next Level Read More »
