Past Newsletters, Downloads, and Webinars
IRS Goes After Monetized Installment Sales (and advisors promoting them!)
Opportunities with Structured Settlements (a lucrative niche market)
Why the OnPointe Quick Score App is a Killer Lead Gen Tool
Dave Ramsey Sued for $150 Million by Fans Who Took His Timeshare Exit Advice
Use DE Statutory Trusts to Sell Real Estate and Defer Taxes
Use the C.A.L.M. Sales Platform to Go After Affluent Clients
Use a Decision Tree to Decide if You Should Become Series 65 licensed
1st Ever Annexus IUL Product Review (Good or Bad)?
Is MECing a IUL Better than Funding an FIA?
Why CPAs are Wrong about Buying Annuities in IRAs
I’m Buying IUL Policies for My Kids! Why Aren’t You?
NAIC Requires Risk Assessment in its Annuity Suitability Rules
Is IRA Rescue Using IUL the Next Big Class Action Lawsuit?
New Trail Commission IUL (250%+ more commissions over time)
Shurwest (IMO) Files Bankruptcy and MN Life Sues Quantum Alleging Fraud
3-Hour Asset Protection Bootcamp
DI…Your Trojan Horse to Pick up Affluent Clients
Premium Financed Life Bootcamp
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)
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