Roccy’s 19th Annual Thanksgiving Newsletter
This 19th annual Thanksgiving week newsletter lists some of my most well-read newsletters over the last 12 months. It’s for…
Financial News
Roccy’s 19th Annual Thanksgiving Newsletter
This 19th annual Thanksgiving week newsletter lists some of my most well-read…
Prominent IUL Agent Gets Caught Using Unauthorized Illustration to Make Sales
This newsletter illustrates everything that’s wrong with certain elements of the insurance…
New Life Expectancy Calc Helps Advisors Dial-In Realistic Retirement Plans
As we build new features for our OnPointe retirement planning software, one…
Kyle Busch Sues Pac Life for $8.5 Million Loss in Misrepresented IUL Sale
To download the complaint (it should be MANDATORY reading), click on the…
Making Changes
When and if the RIA you work under is sold someday for tens if not hundreds of millions of dollars…your payout from the sale is ZERO!
Must Read
Download the LinkedIn Marketing Playbook (and attend a bonus webinar)
Webinar—September 18th at 3:00 p.m. EST. I’m very excited to be able to give away an 11-page LinkedIn Marketing Playbook…
Download the Peak Boomers Impact Study
To download this study (with great info), click on the following link: https://advisorshare.com/peak-boomers-impact-study This week I read from a few…
