Thank you for your interest in the webinar we did on using FIAs in pension plans. There are billions of untapped dollars in these plans which means there is SIGNIFICANT opportunity for advisors who can bring a solution to their business clients (or for advisors who want to use this topic to find new business clients).
Click here to watch the webinar on RECORDING.
Contact information of speakers who were on the webinar:
Joseph M. Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM
3(38) Fiduciary and rock star 3rd party manager
Joe@sfmadvisors.com
Daniel McDonald
Principle-Advisor Share IMO
daniel@advisorshare.com
John Lalonde (the industry’s best TPA and qualified retirement plan design firm)
johnl@flandk.com
21-Page FIAs in ERISA Governed Pension Plans White Paper
While the webinar is very good, being able to read the specifics as to why FIAs should be used in pension plans to fulfill the fiduciary duty employers have to their employees will help advisors further understand the importance of this issue.
Click here to download the white paper.
IMO with potential ownership for advisors!
Since you are here, please feel free to surf around this unique website. The site tells the story of an IMO business model that is long overdue. One where advisors are rewarded for their business by becoming owners in the IMO.
Industry’s Best Marketing Tools
We also have what we believe are the industry’s best marketing tools. To check them out click here.