Past Newsletters, Downloads, and Webinars


Asset-Based Long-Term Care Product White Paper
50-State Law Asset Protection Chart
21-page FIAs in ERISA Governed Pension Plans white paper (new)
The Doctor’s Wealth Preservation Guide
Retiring Without Risk (best consumer book to learn IUL and FIAs)
Bad Advisors: How to Identify Them; How to Avoid Them
14-page AG49 white paper (understanding the consequences of new IUL Regs)
16-page VCI white paper (EVERYONE needs to understand Volatility Control Indexes)
FIAs as an Asset Class (a white paper for fiduciaries to consider)
Student Loan Debt 18-Page white paper