1, 2, 3, 4, 5-Year Point-to-Point Indexes…which one(s) come out on top?

Thank you for your interest in downloading my 22-slide PowerPoint presentation that goes over the numbers of using a 1, 2, or 3-year Pt-to-Pt crediting method in FIAs. The information in the PowerPoint is the type of information that insurance companies don’t give out and is certainly information that IMOs don’t have or give out.

To DOWNLOAD the presentation, click here.

If you didn’t know it, this page is on the website for the IMO I founded. Yes, I started an IMO. Why? Because I got tired of referring to IMOs that had either incompetent people on their sales desk or ones that were competent but chose to recommend the highest commission products to advisors vs. those that were truly best for their clients.

Our IMO, AdvisorShare, was created to be an “advisor-owned” IMO. Yes, that’s right, if the IMO is sold someday as most are, instead of getting NOTHING for helping us build it, advisors will be paid part of the purchase price.

Ask yourself a simple question….WHAT IS YOUR IMO DOING FOR YOU? If you are like most, the answer is NOTHING and if that is the case, you should reach out to us to let us know you are interested in learning more about our IMO. To make that request, click here.

2-Day Educational/Marketing Seminar–Orange County, CA February 5-6, 2024

Click here to download the 2-day agenda and sign-up form for our upcoming seminar.