Book Series

A good way to educate yourself and your clients is to read some of the best books in the industry.

You can click on the title of each below to learn more.

Roccy DeFrancesco’s new book 21st Century Advisor is a must read. It puts forth a road map for you to follow if the goal is to maximize your marketing and increase your revenue. This is the ONLY book Roccy gives away for FREE (in an e-format) and you can sign up to download it by clicking here or on the picture below.

–Retiring Without Risk (#1 book in the industry to learn about EIUL and FIAs (and FIAs with income riders)

–POM Planning: Losing Money is No Longer an Option (learn about low drawdown/tactical money management which is the basis for the http://www.pomplanning.net sales platform).

–Bad Advisors: How to Identify Them; How to Avoid Them (this is a dirty-little-secrets book that tells readers what’s wrong with Series 7 licensed advisors, insurance agents, “fee-only” advisors, CPAs, and attorneys. It will be a real eye opener for most readers).

–The Home Equity Acceleration Plan (this book explains what we call the #1 new-client tool (a unique mortgage acceleration plan to help people pay off their mortgage 5, 10, 15+ years early).

–The Home Equity Management Guidebook (this book explains how to properly use equity from a home to build wealth for retirement).

–The Doctor’s Wealth Preservation Guide (This has been the #1 book in the medical industry since its 1st Edition that was released in 1999. It’s now on the 7th Edition and is better than ever. If you have or want to have doctors as clients, this is the book for you (over 350 pages).

–The Medicaid Planning Guidebook (this is a 400+ page book and is no doubt the best book ever written on Medicaid planning. If you have clients over 60 years old with less than $1 million in assets, this is a must read. It essentially becomes a desk reference guide for advisors who buy it).