Last week I let readers know about my speaking gig for the Yale Club as an “expert” speaker on IUL (Indexed Universal Life). Apparently, this study group is mainly made up of whole life Kool Aid drinkers; and I was […]
Huge 1035 Opportunities When IUL Carriers Dump Caps Read More »
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 »
