Strategic Marketing Partner Strategic Marketing Partner 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
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
Jan 05

Interest Rate Hike Could Mean a Stock Market Crash is Coming

                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: http://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 →
Dec 17

ING Class Action

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: http://strategicmp.net/whole-life-vs-529-plans-the-truth Court Certifies Class Action Suit against... read more →
Dec 16

Whole Life vs. 529 Plans—The Truth?

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 →
Dec 01

Thanksgiving Newsletter 2015

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 →
Nov 23

F&G Life is Purchased by Chinese Insurance Company

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: http://strategicmp.net/fandg-bought-by-chinese I thought it was bad enough when F&G was... read more →
Nov 22

Even Ed Slott is Wrong About Roth IRA Conversions

(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 →
Nov 22

Is Become Your Own Banker (BYOB) a Scam?

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 →
Nov 22

Big IMO Switches RIAs from RedHawk to POM Planning

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 →
Nov 22

Why Smart Beta is Stupid

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 →
Nov 22

Agents Beware of IMOs Offering RIA Services (updated 2015)

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 →
  • 1
  • 2
  • 3
  • 4

« Previous Page — Next Page »

Comprehensive Risk Analysis Software

On Pointe Risk Analyzer
RISK ANALYZER
Software

GET THE BEST

SMP Marketing Tools

FREE BOOKS SITES

special offer icon
Informed Clients Make Better Choices

NEWSLETTER SIGN UP

KEEP UP-TO-DATE

Latest News

  • Premium Financed Life on Recording
  • FIP Lawsuit
  • TONI! TONI! TONI! – Has Done It Again!
©Strategic Marketing Partners | Give Your Clients Educated Choices | Privacy Policy | Terms and Conditions