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
–Premium Finance Life – Webinar (on recording)
–2017 DALBAR Study
–DALBAR’s 1st Ever Active vs. Passive Investment Study
–The Home Equity Acceleration Plan (Roccy’s favorite marketing tool)
–New IUL Product Hits the Market (and will instantly be #1 for tax-free borrowing)
–IUL as a Roth Alternative
–What’s Wrong With BYOB (Become Your Own Banker)
–How to Protect Your Computer from Getting Hacked
–New Marketing Book – 21st Century Advisor (free download)!
–IRA Rescue Using IUL Violates MEC Rules
–Agent Loses License Selling Whole Life Using the LEAP System
–New Risk Analyzer Software (try it for yourself)
–Can low-volatility ETFs help reduce client risk?
–Download the 2017 EBRI Retirement Confidence Survey
–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
–Here’s What Goldman Sachs told its millionaire clients about 2017
–Is Your IMO Cheating You out of Commissions?
–401(h) Plans (remove money from a qualified plan tax free)
–Bear Market Road Map (Download)
–Chinese Company Buys Genworth-Is That Good for U.S. Policy Holders?
–Why Would Anyone Invest in Bonds with Historically Low Interest Rates?
–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
–Genworth Releases its 2016 LTC Survey Results
–F&G Life is Purchased by Chinese Insurance Company
–AXA Hit with Class Action Lawsuit Over COI Increase
–Game Changer: Nationwide’s Fiduciary Disclosure for FIA Sales
–Market Crash Charts that Might Freak You Out! (3-1-2016)
–Market to Crash Because of Debt Super Cycle (23 page download)
–The Path Act Causes Negative Consequences for CICs
–Download the 2015 EBRI Retirement Confidence Survey
–Court Certifies Class Action Suit against ING Over FIA Sales
–Interest Rate Hike Could Mean a Stock Market Crash is Coming
–Whole Life vs. 529 Plans–The Truth?
–Use 401(h) Plans to Remove Money Tax-Free from Pension Plans!
–Budget Act Short Term Windfall for SS Seminars
–Court of Appeals Upholds Medicaid Annuities: Free White Paper
–Tax Court Hammers Tax Payers in 419 Ruling