Financial

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 […]

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

 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

Roccy’s Top 18 IUL List (Hot off the Presses (2024 Update)) Click to download: https://advisorshare.com/top-18-iul-sign-up Financial ConNEXTion…Paying it Forward Many people are familiar with the term “paying it forward.” Paying it forward is an expression for when the recipient of an act of

Click on the following to DOWNLOAD my Top 18 IUL Report https://advisorshare.com/top-18-iul-sign-up The report is 20 pages long and lists in order IULs with the best: 1) Cash accumulation2) Tax-free retirement cash flow (highest loan amounts) Two Comparisons Grids In the download are

To sign up for a LIVE DEMO of the industry’s best retirement planning software (OnPointe), click on the following link (you’ll want to after reading this newsletter/watching the example video!). www.onpointesoftware.com/retirement-planner-demo The GIF video below is a 5-second video that starts with a client who runs out