Retirement

What’s the #1 elusive marketing platform for most advisors? Working with CPAs! While nearly all advisors want to work with CPAs, few actually do. Why? It’s difficult to gain their trust and even more difficult to get them to refer […]

The new Investment Company Institute (ICI) numbers on the staggering amount of total wealth across all retirement plans are out. The total amount is $48.1 trillion as of 3rd quarter, 2025. Of that, $18.9 trillion is in IRA assets and

To download the UPDATED IUL ROR probability chart, click on the following link: https://advisorshare.com/probability-of-return-2026 Need a Sales Mentor for AUM and FIAs? Jonathan Camarda, CFA, CAIA, CMT, CIMA, to the Rescue! Webinar—January 15th at 2:00 p.m. EST If you missed

To download this 24-page study by Corebridge Financial, click on the following: www.advisorshare.com/longevity-study Living to Age 100 This study is about the possibilities of living to age 100 and the thoughts of those surveyed on how prepared they are if

This 19th annual Thanksgiving week newsletter lists some of my most well-read newsletters over the last 12 months. It’s for advisors who will have some free time this week to read items that can help them give better advice and

This newsletter illustrates everything that’s wrong with certain elements of the insurance industry. This is a make-a-sale-at-all-costs story. This story is already bad enough, but just to make it worse, this also happens to be an IRA rescue sale where

As we build new features for our OnPointe retirement planning software, one that’s been on my list is a “real” Life Expectancy (LE) calculator (something other programs do NOT have!). Try the LE calculator for yourself Three Components to the

To download the complaint (it should be MANDATORY reading), click on the following: Complaints are not much fun to read. But, since I’m an attorney, I figured I’d use my skills to highlight the important parts of the 50-page complaint