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?)

White Papers

1) Asset Based Long-Term Care White Paper
2) College planning using cash value life (why it doesn’t work)
3) 21-page FIAs in ERISA Governed Pension Plans white paper
4) 16-page VCI white paper (EVERYONE needs to understand Volatility Control Indexes) (update coming 2024)

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).
5) Home Equity Acceleration Plan (pay off your mortgage early program)