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
–2020 Medicaid Planning Desk Reference Guide
–Why Every Advisor Should get a 65 and When to Become an IAR vs. an RIA?
–Download the 2019 DALBAR Study (Exclusive)!
-Download my book Retiring Without Risk (FREE $25 value)
–Download my book Bad Advisors: How to Identify Them; How to Avoid Them (FREE $25 value)
–18-page Student Loan Debt White Paper
–The Pros and Cons of New IUL Policy Designs (webinar)
–IUL Commission Handbook (a must read)
–16-Page Volatility Control Index White Paper
–Download a 50-State Asset Protection Chart for Life Insurance, Annuities, and IRAs
–Asset Protection Webinar
–Insurance Agent Sued by the State of MA over Free Lunch Seminars
–Why I plan on failing more in 2020 and why you should too!
–IUL vs. 401(k) with Employer Match (I was WRONG (sort of))!
–Fee-Only Planners: The Good, The Bad, The Ugly
–Unknown Obamacare Loophole can Cut Health Premiums by 50% (no joke)
–Northwestern Mutual Admits to Material Conflicts of Interest
–Breaking News: NAIC Votes to Stop Big Bonuses – Multipliers in IUL Illustrations
–Suze Orman Proves She’s Clueless about Cash Value Life
–Ken Fisher Shows His Ignorance of Annuities (Again!)
–Test Your Asset Protection Knowledge
–The Student Loan Eliminator®
–Pacific Life Rolls out NEW IUL Policy-Product Review
–Does Your Income Rider Annuity Have an Exit Strategy?
–IUL as an Asset Class…How Has it Performed; How Will it Perform?
–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
–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
–Minn Life, Shurwest, and Others Sued in Bad IUL Sales Structure
–What’s Wrong With BYOB (Become Your Own Banker)
–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
–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?
–Why You Shouldn’t Sell Annuities from B Rated Carriers
–Why I Hate IMOs!
–Financial Advisor Misconduct Study (it’s quite stunning)
–Whole Life vs. 529 Plans–The Truth?
–Court of Appeals Upholds Medicaid Annuities: Free White Paper