The following is a list of some of my past newsletters/webinars. If you don’t see one on the list you remember me sending, email me at firstname.lastname@example.org.
Just click on the name of the newsletter or webinar you want to watch or read.
Past Webinars or Downloads
–The Pros and Cons of New IUL Policy Designs (webinar)
–IUL Commission Handbook (a must read)
–21st Century Attorney Marketing Platform
–16-Page Volatility Control Index White Paper
–New Investment Risk White Paper (best thing I’ve written in years)
–Download a 50-State Asset Protection Chart for Life Insurance, Annuities, and IRAs
–Asset Protection Webinar
–The Home Equity Acceleration Plan (Roccy’s favorite marketing tool)
–What’s Wrong With BYOB (Become Your Own Banker)
–IUL as an Asset Class…How Has it Performed; How Will it Perform?
–Should We Hate Ken Fisher?
–IUL with a 14.5% CAP and a Published Renewal History Going Back to 2012
–IUL Policy Offers Index with 200% Par Rate and NO Cap
–Use a Flexible Premium FIA to Turn $100k into $600k over 15 Years
–The Best FIAs IMOs Won’t Tell You About
–Why the Top 10 IUL Sales Report is Misleading
–Ed Slott Shows His Ignorance about IRAs and Cash Value Life
–Pick Up New Clients Using a Simple 3-Bucket Approach to Retirement Planning
–New FIA with a Stackable Income Rider
–Why Monte Carlo Simulations are Misleading
–Using “Wedge Topics” to Pick up New Clients
–Why Buying Life Insurance in a Qualified Plan is a Terrible Idea (long version)
–Avoid Another Lost Decade in the Market by Using FIAs and IULs
–New Proprietary Premium Finance Life Program
–Minn Life, Shurwest, and Others Sued in Bad IUL Sales Structure
–Very Interesting Stock Market Crash Chart
–Does Your Income Rider Annuity Have an Exit Strategy?
–Volatility Control Index White Paper – A Must Read if You Sell (or are thinking of selling) FIAs
–Has Hell Frozen Over? Mass Mutual Rolls out an FIA
–Is 10-Year Back Testing Misleading?
–Should Clients be Using Target Date Funds?
–Divorce Planning Using Annuities with Guaranteed Income Riders
–Use Advanced Planning to Pick up Affluent Clients (w/webinar)
–It’s Time to Stop Ignoring (or underutilizing) Risk Capacity
–Risk Software Shows Major Flaws in 401(k) Plan Design
–New IUL Hits the Market-See How it Stacks UP!z
–New Risk Analyzer Software (try it for yourself)
–North American and Midland Dumps Caps on IUL Renewals
–Use a Tax-Loss Worksheet to Pick Up Affluent Clients
–Why it’s an Outrage Transamerica is #1 on the Top Selling IUL List
–Is Your IMO Cheating You out of Commissions?
–IRA Rescue Using IUL Violates MEC Rules
–Beware of IMOs offering RIA Services (2017 Edition)
–Agent Loses License Selling Whole Life Using the LEAP System
–Market to CPAs by Giving CPE Credits (in person and self-study)
–Mortgage Acceleration Scam-Warn Your Clients
–Why I Hate IMOs!
–Financial Advisor Misconduct Study (it’s quite stunning)
–Court Certifies Class Action Suit against ING Over FIA Sales
–Whole Life vs. 529 Plans–The Truth?
–Court of Appeals Upholds Medicaid Annuities: Free White Paper