To download this study (with great info), click on the following link: https://advisorshare.com/peak-boomers-impact-study This week I read from a few publications about a retirement planning study on baby boomers. After 20 minutes of surfing the web, I finally found the actual study. I […]
Download the Peak Boomers Impact Study Read More »
In 2023, Fixed Indexed Annuities (FIAs) sales hit a record $95.6 billion (up 20% from 2022). Why are FIAs booming? More people are turning 65 and are interested in asset preservation vs. growth. Also, the 40% (AGG) of a 60/40 portfolio has been awful
Replacing High Surrender Charge Annuities (How to Avoid Getting Sued) Read More »
To download the 50-State Chart, click on the following link: https://assetprotectionsociety.org/50-state-ap-chart If you are a financial planner, insurance agent, CPA, or attorney, the 50-State AP Chart is a must-download. It’s a useful desk reference guide you can and will use multiple times a year. It’s been over a year since
Download the 2024 50-State Asset Protection Chart (Life, Annuities, IRAs, Homestead) Read More »
If you aren’t familiar with the CTA, now is a good time to become familiar. Why? Non-compliance can subject people to civil penalties of up to $500 per day and criminal penalties of up to $10,000 or imprisonment for up to two years. Who does
Help Clients with the NEW Corporate Transparency Act (CTA) Requirements Read More »
To sign up for info on this NEW “rated” SPIA or for the webinar, click on the following: https://advisorshare.com/medically-rated-spia Retirement Lab™—A Low-Cost In-Person Seminar System That Works! Webinar March 21st at 2:00 p.m. EDT If you missed last week’s newsletter, click on the following: https://advisorshare.com/retirement-lab-webinar This
Live Demos—April 4th AND 5th at 2:00 p.m. EST To see this new, powerful, and simple to use software live, click on the following: https://onpointesoftware.com/live-demo Can’t make the live demos? Email Lauren@onpointesoftware.com for a private demo! Stop Wasting Time with Retirement Analyzer, E-Money, Right Capital, etc.! If you are tired
Introducing OnPointe’s 5-Minute Retirement Plan™ Software (Powerful & Simple) Read More »
My new book is finally done, and I think advisors and clients are going to LOVE it! How do you order a copy of the book? 1) You can buy it on Amazon at “retail” right now (click here). 2) To
My New Book: 5-Pillar Asset Protection Read More »
I’ve been advocating for 15 years for advisors to get their Series 65 license Insurance agents should consider getting a 65 license so they can: 1) Be able to provide more comprehensive advice 2) Increase revenue (pick up more clients and make more per
Special Online Test-Taking Course for the Series 65 Exam Read More »
