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
–16-Page Volatility Control Index White Paper
–New Online Lead Gen Tool Hits the Market-It’s Powerful and Affordable
–IUL Commission Handbook (a must read)
–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)
–IUL as a Roth Alternative
–What’s Wrong With BYOB (Become Your Own Banker)
–Should We Hate Ken Fisher?
–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
–The Best FIAs IMOs Won’t Tell You About
–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 Risk Analyzer Software (try it for yourself)
–New FIA Index Outperforms Both Athene and Nationwide Indexes
–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?
–FIAs with Tiered Commissions-DOL Regs Will Make These Essential
–Why Buying Life Insurance in a Qualified Plan is a Terrible Idea (long version)
–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)
–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
–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