I just got my hands on a summary of the final “proposed” DOL regs and they are NOT good. To download a 32-page PowerPoint by the top law firms that advises IMOs/insurance companies/BDs that breaks down the key issues on the new regs, click on the […]
The NEW DOL Regs are Coming and They are NOT Good for FIAs! Read More »
If you missed last week’s newsletter, click on the following link: https://advisorshare.com/iul-probability-of-return Using QCDs (the Legacy IRA) to Remove $53K Tax-Free from an IRA After 15+ years of sending weekly newsletters, it’s rare for me to learn of something that I’ve never heard of
DOWNLOAD the IUL Rate of Return Probability Chart (Updated for 2023 Year-End) Read More »
There hasn’t been anything new in the IUL (Indexed Universal Life) space in a while so when I saw that Pac Life released their NEW IUL, I thought a product review was in order. Three Different Illustration Options What’s new about
Does Pac Life’s NEW “Do it All” IUL Policy Do Anything Well? Read More »
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
