5 Quick facts on why AnnuityOptimizer will make you a trusted advisor
Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor: AnnuityOptimizer Demonstrates fees and projected cash flows for variable, fixed, fixed indexed annuities Compares any type...Read More
The Dos and Don’ts of Email Marketing for Financial Advisors
Imagine the excitement of starting up your computer and finding 50 emails requesting product information in your inbox! Email marketing can be incredibly lucrative if approached properly. But there are...Read More
4 Benefits of 401kFiduciaryOptimizer & How it will Help You with Plan Sponsors
The thing that most financial advisors struggle with is differentiating themselves from the competition. The analysis provided by the 401k Fiduciary Optimizer is uniquely compelling and really sets you apart...Read More
A New Way to Provide Massive Aggregate Plan Savings
Using 401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report The first optimization report that you will face using 401k FiduciaryOptimizer is called Low...Read More
What are the latest views, opinions and outlooks on the end of the DOL Fiduciary Rule?
With the June 13 deadline looming for the DOL to appeal to the Supreme Court and seek permission to argue its case fast approaching; various viewpoints have been mentioned in...Read More
Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.