Thank you for your interest in the proprietary premium financed life program. It's a client-first program that should appeal to advisors and their affluent clients. To watch the webinar explaining... read more →
Thanks for coming to the page where you can download and read some of the lawsuits filed in the FIP structures settlement/IUL sales debacle. This structure is a glaring example... read more →
After repeated attempts,... read more →
Financial Advisor Misconduct Study (it's quite stunning) Before I get into newsletter, I wanted to remind readers of the following: -Last week's newsletter titled: AXA Hit with Class Action... read more →
Before I get into this newsletter, I wanted to remind readers about two webinars this week: 1) Roccy's Favorite Marketing Tool- Webinar- Thursday, March 24, 2016 at 1:00 pm EST.... read more →
After advisors read this newsletter, many will want to sign up to view my webinar titled: Why Obtain a Series 65 License. If you are not licensed, I highly recommend... read more →
A lot of pundits are all excited about the recent recovery in the stock market. Do they really believe that the market is turning around for the better, or are... read more →
Before getting started I did want to make mention of last week's newsletter titled: Market to Crash Because of Debt Super Cycle. I recently read a report by an industry... read more →
One of my other favorite studies that's put out annually is one by the Employee Benefit Research Institute (EBRI). The content in the EBRI study, like the DALBAR Study (http://www.pomplanning.net/dalbar2015,... read more →
Market to Crash Because of Debt Super Cycle? Before I get into this very interesting newsletter, I wanted to remind everyone about the webinar we did with a rock... read more →
