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Strategic Marketing Partner Strategic Marketing Partner
  • IAR Platform
    • Our Recommended IAR Platform
    • Why Every Advisor Should Have a 65 License
    • Source of Funds Rule
  • Marketing Tools
    • Your New Website
    • 3-Bucket Sales Approach
    • CALM
    • Online Budgeting App
    • OnPointe Marketing Software
    • 10-Module Financial Literacy Course
    • Faith Based Planning Initiative
    • IUL Illustration Software
    • Asset Protection-The Wedge
    • E-Newsletter Drip System
    • Online Lead Gen!
    • Mortgage Acceleration Software
    • Debt Reduction App
    • Give Books Away for Free!
    • Student Loan Eliminator
    • Market To Attorneys
    • RETIREMENT LIFE
    • Name on Books
  • News
    • Newsletters and Webinars
    • Past Newsletters
  • Education
    • Archived Newsletters and Webinars
    • Books
    • Whole Life vs. EIUL
    • Single Premium Life Insurance
    • Advanced Case Design Center
    • DALBAR Study
    • EIUL Special Rate of Return Report
    • White Papers
  • CAUTION!
    • IRA Rescue Using CVL
    • Section 79 Plans
    • Whole Life vs. EIUL
  • Contact
    • Shop
    • My Account
  • Shop

Bear Market ROAD MAP–5-Page Download

I sent this out to my hot-list last week and was plesantly surprised that over 250 advisors signed up to download it.

Also, if you haven’t seen my newsletter Why I Hate IMOs, click here to read it.

To download the five-page Bear Market Road Map, click on the following link (this is a SINGLE OPT-IN download):

www.pomplanning.net/bear-market-road-map

                You ever heard the following quote? “Those who do not learn history are doomed to repeat it“

                We have had two market crashes in the last 10 years.

Most financial planners and their clients did NOT fare well. Why? Because most advisors do NOT know how to navigate bear markets. Buy and hold investors get slaughtered in bear markets. Asset allocations models get slaughtered in bear markets.

POM Planning Tactical Manager

One of my favorite tactical money managers from www.pomplanning.net put together a five-page “Bear Market Road Map” that is really a good read.

The road map will highlight important statistics about bear markets and will give advisors insights about how to navigate through the next bear market (that many think is just around the corner).

Here is a little tidbit from the road map:

-45 out of 50 of the largest single day advances occur in bear markets.

The following is also very interesting.road-map

Don’t doom your clients to the mistakes of the past. Instead position your clients to avoid the next bear market. Doing so will not only do wonders for your clients, but when the next bear market cycle ends, you will be shocked at how many referrals you will receive from your existing clients.

bear-market

Roccy DeFrancesco, JD
Founder: The Wealth Preservation Institute
roccy@thewpi.org
269-216-9978

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