Last week I told those on my hot-list newsletter that LSW just followed what Pac Life did a weeks ago, i.e. suspended all sales of Section 79 Plans effective immediately. I figured on this slow holiday week, I should put the same notice out to my entire newsletter list. I've... read more →
Nov
22
Nov
22
I am sure many of you have received emails from many IMOs over the past few weeks about a “new FIA” to hit the marketplace that everyone has been getting excited about. This “new FIA” touts features such as a 7% bonus, 8% commission, and a 13% cap. It sounds... read more →
Nov
22
To learn more about the only SS seminar selling system I've ever endorsed, click on the following link to watch a Webinar on Recording: http://strategicmp.net/ss-webinar-recording I've been in this business for over 15 years and I can't tell you how many Social Security (SS) seminars I've been pitched by IMOs.... read more →
Nov
17
Court of Appeals Upholds Medicaid Annuities: Free White Paper and Webinar To download the White Paper explaining the Zahner opinion, click on the following link: http://medicaidplanning.org/zahner-white-paper I’ve been talking about Medicaid planning for years as vitally important to anyone who is giving advice to clients over 60 who have less... read more →
Nov
17
The following is the official press release on the Chinese insurance company Anbang buying F&G. Time will tell whether this acquisition is good or bad for policy holders. Did you miss one of our past enewsletters or webinars, you can read them by click here. One of our more popular... read more →
Nov
16
Published 11-10-2015 If you didn't see my newsletter titled: Roccy Endorses Social Security Workshop, then you didn't see the sign up for last week's webinar. I think after you read the newsletter below you will want to sign up. To learn more about the only SS seminar selling system... read more →
Nov
16
401(h) Plan Webinar--On Recording To the webinar on recording where we will explain the power and benefits of 401(h) plans, click on the following link: http://strategicmp.net/401h-plans I've been doing a newsletter on 401(h) plans every year for at least 5 years and it still amazes me how advisors choose... read more →
Sep
10
Tax Court Hammers Tax Payers in 419 Ruling Before I get into this interesting newsletter, I wanted to remind everyone that it’s less than two weeks away from the www.pomplanning.net two-day Las Vegas seminar. At this seminar, three of the tactical money managers will be speaking (ones that avoided... read more →
May
14
After you read the following article, you might want to stick around and check out the many unique marketing tools available on this web-site. Texas Supreme Court Says Life Partners Sold Securities Share us on: By Jess Davis Law360, Dallas (May 08, 2015, 2:54 PM ET) -- The Texas Supreme... read more →
Mar
05
Download the Proposed and Restrictive EIUL Illustration Regulations Why you have to read these regulations: • The new regs will change the industry • Determine if YOU are currently giving out abusive illustrations • Read the incredibly detailed and restrictive language that will shock you • Prepare... read more →
