It seems that Roth conversions and funding Roth 401(k)s instead of tax-deferred 401(k)s is all the rage these days. But the million-dollar question that needs answering is whether it mathematically makes sense. 2025 How America Saves Report 112 Pages from […]
Why Tax-Deferred 401(k)s are Better than Roths for Most Clients Read More »
I found a fascinating white paper that I believe advisors will find thought-provoking and might change their views on retirement planning. To download the paper, click on the following: Insurance company Life Expectancy (LE) numbers—I trust life insurance companies more
Are Advisors Preparing Clients for a Longer Lifespan? 40-Page White Paper! Read More »
Why read this newsletter? It’s a great concept you can use to go after affluent clients! For Info & to Download our Multi-Page Client Educational Piece(Which can be personally branded to you!) Click on the following to download this branded
How to Mitigate Taxes Using Trust-Owned Annuities (a great marketing concept) Read More »
To sign up for more info on the one-of-a-kind annuity that qualifies for this unique tax benefit AND to download a one-page client brochure, click on the following link: 18-Page Asset-Based Long-Term Care White Paper (Advisor-Branded) If you missed my
Turn Tax-Deferred Annuity Gains into Tax-Free LTC Benefits Read More »
To sign up for info on this brand-new FIA , click on the following link: https://advisorshare.com/new-income-rider-fia Product Specs: Option 1—9.75% compounded rollup on the benefit base. Option 2—25% benefit base bonus with 6.75% compounding growth. -Option 1 is for up
New FIA Launches TODAY and It’s Instantly #1 for Guaranteed Income! Read More »
To download the 2025 updated 18-page White Paper, click on the following link: 401(k) Marketing Platform Guarantees $2.5 million in AUM within 120 days Webinar—March 13th at 3:00 p.m. EDT If you missed last week’s newsletter, you can still sign
18-Page Asset Based Long-Term Care White Paper (Advisor-Branded) Read More »
To download the 76-page advanced markets Q&A on annuities, click on the following: www.advisorshare.com/annuity-advanced-markets-q-a It’s rare that I read something an insurance company puts out and think it’s “of quality” to include in one of my newsletters, but this is
Annuity Advanced Markets Q&A Download (it’s good!) Read More »
Medicare premiums are expected to rise substantially! The following are from the 2024 Medicare Trust Fund Report as it pertains to projected cost increases: Medicare Part B: -2024–2033: Projected average annual increase = 8.2%-2034–2048: Projected average annual increase = 5.5%-2049–2098:
Not Accounting for Medicare/IRMAA Sets Clients Up for Retirement Failure Read More »
