Retirement

Webinar—August 28th at 3:00 EST To sign up for this webinar, click on the following link: https://advisorshare.com/in-person-seminars-that-work The #1 question I get from advisors is: What marketing platform is working for your advisors? The honest answer I give is that […]

A lot of advisors use Social Security (SS) “timing” as a lead gen tool to get in front of new clients (in-person seminars, Facebook marketing, etc.). While the topic has become less fun after the somewhat recent rule changes, it’s

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

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

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

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

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