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 »
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 »
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 »
