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 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.
–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.