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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 13

New Lawsuit Against Agent for Selling a VUL

This is my last hot-list newsletter of the year. I guess it figures that it will be on an abusive VUL sale lawsuit. Before I get started,  I want to remind everyone of the ability to download the 2014 EBRI Retirement Confidence Study. It's 34-page study with a bunch of... read more →
Jan 09

Is Volatility Back in the Stock Market?

Is Volatility Back in the Stock Market? Before I get started, I wanted to remind everyone of this week's webinar. It will be January 15, 2015 at 1:00 pm EDT and will cover How to Properly Illustration and Sell EIUL (Equity Indexed Universal Life) Policies. To sign up for the... read more →
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