Financial

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 […]

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

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

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

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

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

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

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