It takes two: The dual-licensed advisor Quick quiz: Name the two products about which financial advisors field the most unsolicited inquiries from investors. Hint: One requires an insurance license to sell and the other, a securities license. The products that prompt...
It’s not my opinion it’s just a mathematical, scientific and economic fact. You cannot retire without some sort of annuity in your portfolio. And those are just the facts. And here’s why You see there are a lot of risks in retirement. There is market risk, there is...
When it come to Retirement Plans what is the difference between Good... Better.... and Best? about 300% to 200% more money! When people ask about IRAs and 401(k)s, I remind them that these may have once been good vehicles at one time for saving for retirement but...
No Brainer Prospecting 1. YOU: "DO you have money in the "market"? or “By the way, how are your investments doing IRA 401k?” (If they answer is, “I don’t have any investments.” You : Does that concern you?…) 2. THEM: “Fine…” 3. YOU: “May I ask what your rate of return...
No FISH here ,,,,Let's move on.... An Ocean of money out there! Need a reason how about Trillions ( $1 Trillion Dollars added to AUM with RIA's (below)) Pure Recurring, Residual, and Compouding Fee Revenue on $1 Trillion in "new" Assets Under Management (AUM) is...
