12-07-09
Avoid Lawsuits When Selling EIUL--Switching Between Variable and Fixed Loans

11-28-09
New Ponzi Scheme & Radio Personality Charged with Foreign-Currency Fraud

11-03-09
Roccy's Roth IRA conversion numbers are WRONG! -- Read this to learn why

10-27-09
Medicaid Compliant Annuties (what are they and how to use them)

10-20-09
Medicaid Planning using Annuities is BACK!

10-12-09
Learn the benefits of Single Premium Whole Life Policies (including the new one that was just released)

10-5-09
Use Cash-Balance/Super 401(k) Plans to Legally Discriminate and Kick-Up Pension Plan Contributions

9-28-2009
Use a 401(h) Plan to Remove Money TAX FREE from a Pension Plan.

9-22-2009
Fake TV Shows: Good or bad for our industry? You make the choice.

9-09-2009
Reverse Mortgages & CV Life Insurance-A Lawsuit in Waiting-An MF 101 Sale you won't Believe!

9-02-2009
Aviva's EIUL vs. Revolutionary Life for College Planning--An Illustration Comparison

8-25-2009
Using Life Insurance in a Special Needs Trust

8-14-2009
Retiring Without Risk: Finding Shelter from Financial Storms

8-4-2009
FIAs with an INCREASING income rider-why you MUST learn about this product

7-28-2009
IRA-Pension Rescue: Mitigating the 75% Tax Trap Part II

7-21-2009
IRA-Pension Rescue using CV Life Insurance (Mitigating the 75% Tax Trap)

7-14-2009
Calculate the Guaranteed Income Benefit (and account values) of multiple FIA products

7-6-2009
U.S. Senate and House Introduce Bills to KILL SEC Rule 151A!

6-30-09
Even Ed Slott is Wrong About Roth IRA Conversions (Learn why by reading this newsletter)

6-23-09
A Premium Finance Life Insurance Program You Must AVOID!

6-16-09
A Must Read: The Oral Argumenets on Rule 151A (Regulating FIAs as Securities)

6-8-09
National Ethics Bureau vs. Advisor Check (The Comparision is Truly Irnoic)

5-29-09
College Planner/Life Insurance Agency Pays $245,000 in Settlement with MA Attorney General

5-21-09
VA vs. FIA -- Download a Free 33-Page White Paper

5-12-09
Life Settlements with NO Medical Underwriting and the IRA Issues Two New Rev. Rulings

5-5-09
VA vs. FIA Guaranteed Lifetime Income Benefits (there is NO comparison

4-29-09

Use The 4orce to Avoid Lawsuits, Make More Sales, and Provide Better Clients Service!

4-22-09
Aviva is Now Lowering Commisssions on Life Products! (This is a new reduction)

4-15-09
96 Insurance Companies Recently Downgraded or Placed on the Watch List!

4-7-09
It's Time for Clients to Refinance Their Homes: Help Your Clients and Grow Your Business

3-30-09
Why "Advanced" Markets are Recession Proof (and why you should be in them)

3-24-09
Now is the Perfect Time for Clients to Dump Their 401(k) Plans!

3-10-09
AVOID LAWSUITS & Offer the Best FIAs when using unbiased Illustrative Software

3-3-09
What's Wrong With A/R Financing Life Insurance Plans?

2-24-09
Roth IRA Conversions are GREAT Income and Estate Tax Planning Tools

2-3-09
Using CV Life Insurance for College Planning: Does it Work?

1-27-09
Why you MUST deal with College Planning in 2009:  Help your clients and grow your Business (new training announced)

1-20-09
Part III: Roth 401(k) Plans vs. Cash Value Life Insurance: Which one Wins?

1-13-09
Part II Should Your Clients Tax-Defer Money into Qualified Plans/IRAs for 2008 and Beyond?  For many the answer is NO!

1-6-09
Should Your Clients Tax-Defer Money into Qualified Plans/IRAs for 2008 and Beyond?  NO! (Read Part I of this series to find out why)

12-13-08
Class Action Lawsuits surface against Allianz and American Equity over deceptive FIA sales practices

12-5-08
The Safe College Plan--The Only Plan in the Market Using FIAs to Fund for College Expenses

11-24-08
Urgent Alert: The IRS Shuts Down Roth IRA Conversion Scheme Using Annuities

11-18-08
Thanksgiving Newsletter: Useful Reading for Advisors on this Holiday Week

11-18-08
Does "buy and hold" work when the stock market is volatile

11-11-08
The Truth Behind Section 79 Benefit Plans--I Can't Stand the Hypocrisy Anymore

10-27-08
Which EIUL Policy Creates the Most Retirement Income: Why My Numbers are Different Than National Underwriter

10-20-08
Should Clients Sue Money Managers When the Stock Market Collapses

10-13-08
When is a 7% Guaranteed Income for Life Better than an 8% Benefit? Read the surprising results

10-6-08
How Do Your Clients Like Their Fixed Indexed Products Now (after the stock market tanked)?

9-24-08
Use the "Family Office" Structure to Sell Large Life Cases and Cater To Wealthy Clients

9-17-08
AIG Going Bankrupt?  Find out What Would Happen to Your Policy Holders!

9-10-08
Capital Split Dollar: A New "Proprietary" NQDC Plan

9-03-08
Add Tax Prep. Services to Grow Your Sales (It's not as hard as you think)

8-25-08
CICs: Attract Affluent Physician Clients with a "Unique" Captive Insurance Structure

8-18-08
Groundbreaking News: A "New" Life Settlement Model Selling Policies in an E-Bay Format

8-04-08
Use the coolest Calculator I've ever seen and determine the real costs inside mutual funds

7-28-08
Help Clients "Find" Money to Purchase Cash Value Life Insurance using H.E.A.P

7-22-08
Section 79 Plans--More News--a FREE Webinar and how to use a "good" accumulation policy in years 1-5

6-27-08
WARNING: The Two Dark Forces in Our Industry Come Together

6-10-08
The New 5-year Ohio STOLI Law

6-10-08
CICs--The BEST Wealth Transfer Tool You Don't Know About

6-3-08
New H.E.A.P Book: A Sneak Peak at Chapter 5 on "Bad" and "Ugly" Mortgage Acceleration Plans

5-27-08
Whole Life vs. Indexed UL: Which Life Policy Will Build More Cash Value?

5-20-08
Let the Press Help You Motivate Your Clients to Help Themselves

5-13-08
Equity Harvesting Software is Complete: Use it to Communicate Value to Your Clients

5-6-08
Your Reputation is All You Have: Don't Let Greed Ruin it!

4-29-08
Wesley Snipes Gets 3 years for Tax Evasion: What We Can Learn from This and Other “Scams”

4-22-08
Using H.E.A.P. as the best lead generation system in the industry

4-15-08
EIAs/FIAs Renewal Caps: The WPI and The INDUSTRY NEED YOUR HELP

3-25-08
Part II: Funding for College Education with “Out of the Box” Concepts

3-17-08
Funding for College Education with Cash Value Life Insurance: Does it Really Work? (Part I)

03-10-08
Learn How to Grow Your Business Using the Internet to Cultivate Local Client Leads

03-03-08
The IRS Throws Down the Guantlet On Executive Compensation

02-27-08
What's Wrong With "Stop Sitting on Your Assets"

02-20-08
Red Alert: How the Dow Chemical Case Makes Equity Harvesting More Economically Viable.

02-13-08
How to DOUBLE the Retirement income of a FIA/EIA in Retirement (with no Extra costs or fees)

02-05-08
Help Clients earn a 7% GUARANTEED annual accumulated value in a new FIA/EIA (when using a GIB Rider)

01-26-08
Soliciting Life Insurance Replacement: Good or Evil?

01-19-08
The Maximizer (Use FIAs and Options to nearly double the Return of the S&P 500 each year with 90% principal protection on your money)

01-12-08
Hyperfunding Revolutionary Life Insurance (equity indexed life) for increased retirement income

01-05-08
Year End 2007 C.A.L.M. Success Story Using Equity Indexed Life Insurance (Revolutionary Life)

2007 newsletters

12-05-07
The Anatomy of a Client Lead: Learn How Professional Marketers Generate Equity Harvesting Client Leads

11-27-07
Making more money on EIA/FIA Sales: You'll want to read this newsletter now!

11-13-07
Using the C.A.L.M. Sales Platform to Move Affluent Clients Forward 

11-6-07
Equity/Fixed Indexed Annuity Renewal Caps THE INDUSTRY NEEDS OUR HELP

10-30-07
Follow up on Negative IRS Notices on 419 and VEBA Plans

10-23-07
The IRS Comes Down on VEBAs and 419(e) Plans

10-18-07
PLR Dealing With IRAs,  Charitable Planning and Premium Financed Life Insurance 

10-9-07
Home Mortgage Acceleration Plans:the Good, the Bad, and the Ugly

10-2-07
MECing a Life Insurance Policy Instead of Funding a Fixed/Equity Indexed Annuity

9-24-07
Variable Loan Options in Indexed UL Insurance Policies

9-17-07
Proper Retirement Planning Remind Your Clients They Aren’t Saving Enough

9-7-07
A Missed Fortune 101 Update: You Won’t Believe it

8-27-07
Using a 3% Cash Back Annuity; A New EIA I thought You Would Want to Know About

8-20-07
The "Super 401(k)"

8-13-07
Marketing Yourself as an Asset Protection Planner

8-6-07
When MECing a life insurance policy is a good thing

7-31-07
CPA Marketing Platform (market to CPAs through continuing education seminars)

7-17-07
Home Mortgage Acceleration Plans Part II (H.E.A.P.)

7-10-07
Home Mortgage Acceleration Plans Part I

7-3-07
Are Your Clients For Sale?

6-26-07
What’s Wrong with the "New" Missed Fortune 101? (aka, The Last Chance Millionaire)

6-19-07
Premium Financed Life Insurance: Finally A Client Friendly Program

6-12-07
Turnkey Marketing Platform to Market to Physicians

6-5-07
Asset Protection: A Great Marketing Tool But You Must Avoid the Scammers

5-30-07
There is Danger and Opportunity With Life Settlements

5-15-07
Avoid Life Insurance E&O Claims when Real Life Happens to Clients

5-8-07
How Section 264(a) negatively affects selling life insurance in A/R Financing Programs

5-2-07
Using The PRIM Plan to Mitigate the 75% Tax Trap with Qualified Plan/IRA Money

8-8-06
What’s wrong with A/R Financing

4-25-07
IRA Rescue Using Home Equity Management

4-18-07
How IRS Section 264(a) Negatively Affects Equity Harvesting (Missed Fortune 101)

4-11-07
The Alternative Minimum Tax (AMT) Throws Cold Water on a Hot Topic (Missed Fortune 101)

3-24-07
Closely Held Insurance Companies (CICs)

3-13-07
"Freeze" Partnerships

3-6-07
Should Clients Buy Life Insurance in 412(i) DB Plans to Increase the Deduction?

2-28-07
Scammers Force Nevada Secrecy Laws to Change

2-22-07
Roth 401(k) Plans: The Numbers Don't Lie

2-13-07
Premium Financed Life Insurance: Finally A Client Friendly Program

1-29-07
Reverse Mortgages: Good or Bad For Your Clients?

1-23-07
Using IDGTs to Create the Family Bank Using Life Insurance

1-17-07
Understanding the Confusing but useful Intentionally Defective Grantor Trust (IDGT)

1-8-2007
Variable Loan Option in Life Insurance Policies: Good or Bad?

1-2-2007
Watch out: 419e Plans can cause Reduced 401(k) Plan Contributions

12-20-2006
Things All Advisors Need To Know About Mortgages Part I: How Loans are Priced and How Brokers Make Money.

10-11-2006
Equity Indexed Annuities and Guaranteed Income Benefits: Good or Bad?

12-13-2006
The Myth Behind Land Trusts

12-6-2006
Torturing the Numbers of Missed Fortune 101

7-31-06
Federal Agents Seize Asset Protection “Guru's” Files

Domestic Asset Protection: The Use of LLCs and FLPs

IRS Report citing NV as one of the jurisdictions mot commonly used by "non-filers, fraudlent taxpayers, abusive promoters and under-reporters.

Kevin McCoy's article from the USA Today: "Corporate Owners Hide Assets, Identities.

4-12-06
419 Plan and VEBA Abuses