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  • 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
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

Education

It’s not a secret that the insurance industry does a terrible job educating advisors on product and overall wealth planning for clients. You’d almost think it was intentional so agents would simply sell products  IMOs and insurance companies are pushing (because they are the most profitable not the ones that Education Process on the Cogwheels.are best for clients).

We believe education is vital to make sure advisors know what they are doing and so clients receive the best advice.

The following is a list of educational tools we recommend you check out. cClick on the titles of any of them to learn more.

1) Books

–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
-Bad Advisors: How to Identify Them; How to Avoid Them
-The Home Equity Acceleration Plan
-The Doctor’s Wealth Preservation Guide
-The Medicaid Planning Guidebook

2) White Papers

-53-page investment risk white paper (you will never look at stock market risk the same way)-Income for life white paper (you will be shocked at the conclusions of this paper)
-33-page FIA vs. VA white paper (series 7 licensed advisors beware)

3) EIUL Training

Go to www.eiultraining.com to learn more.

4) Medicaid Education

Go to www.medicaidplanning.org and www.cmpboard.org to learn more.

5) Advanced client training

If you want to go after affluent clients, go to www.thewpi.org to learn more about the only advanced education courses in the industry.

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