Download My 42-Slide Yale PowerPoint Presentation To download the presentation I’m using for the Yale Club meeting, click on the following: https://advisorshare.com/iul-yale-presentation I was asked to be a guest speaker at the Yale Club Insurance Study Group(yes, the “Yale” you […]
IUL Fact vs. Fiction—Yale Club Insurance Study Group Presentation Read More »
Webinar—October 2nd at 1:00 PM EST To sign up for the webinar to learn how clients can get cash in hand when implementing a 1031 real estate exchange, click on the following (I only know one such program in the
Cash Out DSTs (a unique twist to 1031 exchanges for real estate) Read More »
Actual IUL Historical Renewal Cap Rates (the info everyone has been looking for) If you missed last week’s newsletter, you can still download this eye-opening piece which lists the renewal caps of the top 18 IUL carriers by clicking on
IUL Marketer Hit with Cease-and-Desist Order and a $10,000 Fine Read More »
Webinar—1:00 PM EST on September 12th If you want to learn about the “best” door-opening topic to get in front of affluent business owners AND their employees, sign up for the webinar by clicking on the following: What do advisors
Ingenious 125 Plan is Your Gateway to the Business Owner Marketplace Read More »
I just finished creating a new asset protection video for consumers and I think it turned out pretty darn good. To watch this educational video, click on the following link: https://advisorshare.com/5-pillar-video What’s in the video? It’s an educational video where
Roccy’s New Asset Protection Educational Video for Consumers Read More »
If you would like more info on this unique Fixed Indexed Annuity, click on the following: If you missed last week’s newsletter, to download Ken’s 14-page “Annuity Insights” consumer guide, click on the following: https://advisorshare.com/fia-90-day-reset Insurance companies are always looking
New FIA with 90-Day Low-Point Reset if the Market Tanks Read More »
Download Ken Fisher’s ‘I Hate Annuities’ Consumer Guide! If you missed last week’s newsletter, to download Ken’s 14-page “Annuity Insights” consumer guide, click on the following: https://advisorshare.com/kens-i-hate-annuity-guide By this time of the year, most whole life carriers have declared their
2024 Whole Life Dividends Declared…How Does IUL Compare? Read More »
This is the conclusion from Ernst & Young: Using an “investment-only” strategy is inefficient from aretirement income and legacy perspective To download this 18-page study, click on the following link: www.advisorshare.com/ey-retirement-income-study FYI, the concept of “buy term and invest the
E&Y Study: The Benefits of Integrating Insurance Products into Retirement Plans Read More »
