top of page

A Sampling

Exclusive Concepts Set You Apart from Other Advisors

My project(64) (1).png

Two Principles About Income

This eye-opening and exclusive video will shock many retirees who do not understand two central economic realities:

​

  •  In retirement, it's your income, not your savings that creates your standard-of-living, and, 

  • The income-producing value of money changes all the time. You should assume that it will change while you are retired."

shutterstock_122074309.png

The Cure for Income Disease

Do your prospects and clients suffer from Income Disease? 

  • Do they have a formal, written plan for creating their retirement income? 

  • Are they protected against risks which can reduce or even wipe out their capacity to create income from savings?

Shutterstock_305673383.jpg

Longevity: The Emperor of All Risks

Is living a long life really a risk? 

  • In a financial sense, it's the greatest risk of all.  Explain this reality to in a creative and impactful manner. 

shutterstock_1606546228.png
fffffff.png

Timing Risk e-Booklet

"Today's economic conditions are the worst possible for Timing Risk."

Download the e-Booklet.

bottom of page