Must Read

Another class action lawsuit has been filed against one of the major IUL (Indexed Universal Life) carriers. As always, I made available the actual complaint so advisors can read it and learn from it. To download the complaint (a must-read), […]

To sign up for the webinar or to learn more about this NEW IMO, click on the following: https://advisorshare.com/new-medicare-imo Six years ago, we launched AdvisorShare (AS) www.advisorshare.com. Business went from ZERO 6-years ago to $300 million in annuity business and

This 18th annual Thanksgiving week newsletter lists some of my most well-read newsletters over the last year. It’s for advisors who will have some free time this week to read items that can help them give better advice and grow

Life of the Southwest (LSW) has been on a bad roll lately and has now been sued for deceptive IUL sales with a RICO (racketeering) count which comes on the heels of two other lawsuits: -LSW Sued in IUL Pyramid

Why am I letting people read this book for free? I came to the conclusion that it’s far more important for the maximum number of people to read this book than it is for me to make X amount on

Most advisors are familiar with the Dalbar Study which compares historical returns of mutual funds, asset allocation, and bonds to those of the average investor. It’s a cool report, but Dalbar now charges $975 for advisors to access and use