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 email@example.com.
Just click on the name of the newsletter or webinar you want to watch or read.
Past Webinars or Downloads
–401(h) Plans (remove money tax-free from qualified retirement plans)
–New Investment Risk White Paper (best thing I’ve written in years)
–IUL Commission Handbook (a must read)
–Download a 50-State Asset Protection Chart for Life Insurance, Annuities, and IRAs
–Comparing MoneyGuard to a New Single Premium IUL
–Asset Protection Webinar
–Understanding IUL Commissions and Policy Design
–Online-Interactive 84-24 Form to Comply with the DOL Fiduciary Rule
–2017 DALBAR Study
–DALBAR’s 1st Ever Active vs. Passive Investment Study
–The Home Equity Acceleration Plan (Roccy’s favorite marketing tool)
–IUL as a Roth Alternative
–Premium Finance Life – Webinar (on recording)
–What’s Wrong With BYOB (Become Your Own Banker)
–New Marketing Book – 21st Century Advisor (free download)!
–Why Buying Life Insurance in a Qualified Plan is a Terrible Idea (long version)
–Surprise 84-24 FIA Inspections May Cost Agents Their Contracts
–Agent Fined $2k for Guaranteed FIA Advertisement
–Has Hell Frozen Over? Mass Mutual Rolls out an FIA
–New Guaranteed Death Benefit IUL with Killer Chronic Illness Rider
–Health Care Costs–The Elephant in the Room in Financial Planning?
–Asset Protection – Powerful Marketing Without Pushing Products
–Why I Don’t Like the Pac Life IUL Policy
–Why the Top 10 IUL Sales Report is Misleading
–Why it’s an Outrage Transamerica is #1 on the Top Selling IUL List
–Will the DOL Fiduciary Rule Kill IRA-Pension Rescue?
–Beware of IMOs offering RIA Services (2017 Edition)
–IRA Rescue Using IUL Violates MEC Rules
–New Risk Analyzer Software (try it for yourself)
–Can low-volatility ETFs help reduce client risk?
–Download the 2017 EBRI Retirement Confidence Survey
–Agent Loses License Selling Whole Life Using the LEAP System
–Is Your IMO Cheating You out of Commissions?
–To Compete with Robo Advisors You Better Get a Clue
–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)
–FIAs with Tiered Commissions-DOL Regs Will Make These Essential
–IRS Stays Excise Tax Enforcement for DOL Fiduciary Violations
–Tech Alert-Thanks to Google Change-Your Website is Now Deemed Unsecure
–LTC Insurance Company to Liquidate – Biggest Healthcare Failure Ever
–AXA Hit with Class Action Lawsuit Over COI Increase
–Game Changer: Nationwide’s Fiduciary Disclosure for FIA Sales
–Market to Crash Because of Debt Super Cycle (23 page download)
–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
–Tax Court Hammers Tax Payers in 419 Ruling