Financial

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

To get instant access, click on the following link or image: NEW High Cap/Growth-Oriented FIA Designed to Outperform RILAs Webinar—February 27th at Noon EST www.advisorshare.com/asset-protection-bootcamp If you missed last week’s webinar, you missed the opportunity to sign up for a

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