Fixed Indexed Annuities in ERISA Governed Pension Plans

Profitable business owners who have significant money in pension plans are great clients to pick up.

A good way to pick them up is to find a problem they didn’t know existed and solve the problem for them.

Most small-to-medium sized business owners with a pension plan are violating their fiduciary duty to their employees.

Advisors we work with can point this problem out by using a simple 1-page piece that is branded to the advisor.

Click here to read that piece.

Advisors who work with AdvisorShare can use my custom 1-page piece and are authorized to use my 20-page FIAs in Pension Plans white paper.

If you’ve not read the white paper, you can do so by clicking here.

If you have not viewed the webinar we did on this powerful subject, click here to view.

If you are ready to move forward to go after this market, email me at and we’ll get you set up to do so.

Roccy DeFrancesco, JD, CAPP, CMP
Founder, The Wealth Preservation Institute
Co-Founder, The Asset Protection Society