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
–Asset Protection Webinar
–Online-Interactive 84-24 Form to Comply with the DOL Fiduciary Rule
–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)
–Has Hell Frozen Over? Mass Mutual Rolls out an FIA
–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 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
–Is Your IMO Cheating You out of Commissions?
–FIAs with Tiered Commissions-DOL Regs Will Make These Essential
–Will the DOL Fiduciary Rule Kill IRA-Pension Rescue?
–IRA Rescue Using IUL Violates MEC Rules
–Why Buying Life Insurance in a Qualified Plan is a Terrible Idea (long version)
–Surprise 84-24 FIA Inspections May Cost Agents Their Contracts
–Beware of IMOs offering RIA Services (2017 Edition)
–New Risk Analyzer Software (try it for yourself)
–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