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 how the program works, click on the following link: http://www.eduvideos.org/content/video/premium.finance.life.mp4 If you have a client who is a candidate for... 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 of everything that is wrong with the insurance industry (GREED and IGNORANCE are the two big culprits here). For agents,... read more →

After repeated attempts, in multiple courts, in different states, the Toni 1 Trust has lost again – this time, in the Supreme Court... 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 Lawsuit Over COI Increase. Click on the following to read: http://strategicmp.net/axa-class-action-lawsuit I ran across the most interesting/enlightening/depressing financial advisor misconduct... 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. I'm reintroducing what I call my favorite marketing tool that was recently improved with a NEW MOBILE APP. To sign... 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 you view this webinar and can by clicking on the following link: http://www.pomplanning.net/series65                 Also, if you didn't make last... 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 they just saying what they hope will happen? It’s clear we are in an industrial recession.  Corporate earnings are down... 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 expert that I believe everyone in our industry should read. To download the 23-page Debt Super Cycle report that explains... 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, is a must for anyone in insurance or financial planning business. To download the 36-page EBRI Study (it has 46 charts),... 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 star tactical money manager a few weeks ago. Tactical Manager Returns +5.8% for 2015 and +4.21% YTD February 21, 2016... read more →