Past Newsletters, Downloads, and Webinars
Our goal is to continue to educate advisors so they can give the best advice to their clients.
Past Webinars
FIAs in ERISA Governed Pension Plans (the best opportunity for growth this year!)
Will the NEW AG 49 Regs Kill IUL Sales?
2-Hour FIA Bootcamp
Asset Protection (your best wedge topic to pick up affluent clients)
Downloads
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
Past Newsletters
Why CPAs are Wrong about Buying Annuities in IRAs
The Best Asset-Based LTC Policy IMOs Don’t Know About
Use Social Media to Generate Leads—Free Webinar Series!
I’m Buying IUL Policies for My Kids! Why Aren’t You?
Cybersecurity Risks are Real—Are Your Computers Safe?
NAIC Requires Risk Assessment in its 2020 Annuity Suitability Rules
Is IRA Rescue Using IUL the Next Big Class Action Lawsuit?
Pac Life Sued in Class Action Over Deceptive IUL Sales