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 family time, they can catch up on their reading (reading that can help them give better advice and grow their business).
You can click on the name of each newsletter below and if that doesn’t work, simply click on the following link and you can get access to all of the newsletters (you can also see the list of a few recent webinars):
–F&G Life is Purchased by Chinese Insurance Company
–Is Become Your Own Banker (BYOB) a Scam?
–Use 401(h) Plans to Remove Money Tax-Free from Pension Plans!
–Beware of IMOs Offering RIA Services (updated 2015)
–Budget Act Short Term Windfall for SS Seminars
–Court of Appeals Upholds Medicaid Annuities: Free White Paper
–Roccy Endorses Social Security Workshop (webinar to learn more)
–New FIA hits the market but it just doesn’t stack up
–Tax Court Hammers Tax Payers in 419 Ruling
–LSW Suspends Sales of Section 79 Plans
–Big IMO Switches RIAs from RedHawk to POM Planning
I want to wish everyone a Happy Thanksgiving and safe travels for those of you who are traveling to see family or friends. While things have been better out there in our industry, we still have a lot to be thankful for.
I hope everyone is able to recharge their batteries over this long holiday weekend and to end on a sports note: Go Lions!
Roccy DeFrancesco, JD
Founder, The Wealth Preservation Institute
144 Grand Blvd
Benton Harbor, MI 49022