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?)
Webinars
1) Use DE Statutory Trusts to Sell Real Estate and Defer the Taxes
2) Use a 402(a) Pension Fiduciary to Pick Up Affluent Business Clients
3) Use SLATs and IUL to go After Affluent clients
4) 2-Hour FIA Bootcamp
5) Use Social Media to Generate Leads (Webinar # 1—Making Social Media Work for You)
6) Learn How Medicare Planning Can Double Your Income
7) Asset Protection – Powerful Marketing without Pushing Products
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 2022)
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 Protection—The 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).
