Knowledge = Power

Click on the link of the items below you’d like to read or view (oh, and what is your IMO doing for you?)


1) Will the New AG49 Illustration Regs Kill IUL Sales?
2) 2-Hour FIA Bootcamp
3) Use Social Media to Generate Leads (Webinar # 1—Making Social Media Work for You)
4) Asset Protection – Powerful Marketing without Pushing Products

White Papers

1) 14-page AG49 white paper (understanding the consequences of new IUL Regs)
2) 16-page VCI white paper (EVERYONE needs to understand Volatility Control Indexes)
3) 49-page Investment Risk white paper
4) FIAs as an Asset Class (a white paper for fiduciaries to consider)
5) Student Loan Debt 18-Page white paper
6) 21-page FIAs in ERISA Governed Pension Plans white paper (new)

Books (free download in an e-format)

1) The Doctor’s Wealth Preservation Guide (a must-read if you want to go after doctor clients)
2) Asset ProtectionThe Wedge (a roadmap for going after affluent clients)
3) Retiring Without Risk (the best book in the industry to learn IULs and FIAs)
4) Bad Advisors: How to Identify Them; How to Avoid Them (#1 book advisors use when trying to pick up new clients).