Did you read last week's not list newsletter titled: Court Certifies Class Action Suit against ING Over FIA Sales? If not, click on the following link to read: https://strategicmp.net/ing-class-action/                 As you read this newsletter, you should be thinking to yourself....am I offering the "best" platform to help my... read more →

1) DOL Regs. got you worried? If so, we highly recommend you check out www.pomplanning.net. 2) Did you see my othr newsletter this week titled: Whole Life vs. 529 Plans--The Truth? If not, you can read it by clicking on the following link: https://strategicmp.net/whole-life-vs-529-plans-the-truth Court Certifies Class Action Suit against... read more →

Before I get started, did you see my hot-list newsletter last week titled: POM Planning Brings on New Manager (28% average ROR going back to 2007)? If not, click on the following link to learn more: www.pomplanning.net/new-manager Anyone looking to marketing websites, IMOs, or insurance companies for the “truth” when... read more →

Roccy's Thanksgiving Newsletter: Useful Reading for this Holiday Week This is the 9th year in a row I'll be sending my annual Thanksgiving week newsletter. This annual newsletter is list of some of my most well-read newsletters over the last year. The idea being that when advisors have had enough... read more →

No, the title of this newsletter does not have a typo in it. F&G was recently purchased by Anbang Insurance Group Co., Ltd. ("Anbang") which is really stunning news. To read the full press release, click on the following link: https://strategicmp.net/fandg-bought-by-chinese I thought it was bad enough when F&G was... read more →

(Click here to learn about the ONLY accurate Roth Conversion Calculator)             In the IRA world, right or wrong, Ed Slott is seen as the IRA guru. My opinion is that much of that has to do with his own terrific marketing of his own image as an expert (which... read more →

Do you have satellite radio? If you do, you have heard the constant ads about BYOB. I am sick of hearing these ads, and as such, I thought it was time for a newsletter warning advisors about this platform. Webinar Explaining the Flaws with BYOB On Recording https://attendee.gotowebinar.com/recording/2708667054899506177                 If... read more →

If you've been reading my newsletters (hot-list or not), you know I'm a huge advocate of advisors getting their Series 65 license and working as IARs under an RIA (or becoming an RIA if that model makes sense). In the last few years the majority of IMOs have started referral... read more →

I was researching what is known as “Smart Beta,” and I had no idea that some publications think that 2015 is going to be the year of Smart Beta. Many in the industry think Smart Beta is stupid. I agree but for a completely different reason as you’ll read below.... read more →

Did you see last week's newsletter offering the 2015 DALBAR Study? It's my favorite study that comes out ever year. You can download it by clicking on the following link: http://www.pomplanning.net/dalbar2015. Agents Beware of IMOs Offering RIA Services (updated 2015) I did a newsletter last spring warning insurance agents about... read more →