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The Right Choice

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

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