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Indexed Products - Can You Believe the Numbers? |
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A critical look at the performance projections in indexed
products and tips on how to cut through the sales hype and turn indexed products into
serious financial tools. (60 Screens)
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Indexed Products - How They Work |
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Quick tutorial providing a glimpse into the financial mechanics behind Indexed Products. (13 Screens)
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Understanding Indexed Product Features |
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Covers the main structure of Indexed Products and their most common variations. Provides information on selecting and evaluating Indexed Products. (86 Screens)
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Indexed Products and Asset Allocation |
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How indexed products can be used to reduce portfolio risk and increase overall portfolio returns. Semi-technical discussion of Modern Portfolio Theory and how indexed product fit, as well as violate some MPT tenants. (Under Construction - approximately 93 Screens)
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How to Retire Tax Free - A Safe Harbor Guide
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Business owners, professionals and sophisticated individuals can retire tax free,
but they must initiate their plans during their working years. Covers the mechanics and the
tax aspects of ILIPPs and FLIPPs. (PDF Format - 79 Pages)
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Qualified Plan Magic for Small Businesses |
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EGTRRA contains over 60 provisions to help Small Business Owners add extra cash to their retirement funds. Tutorial hits the highlights and focuses on how owner-employee's can increase the share of qualified plan contributions credited to their personal accounts. (By appointment Only - Approximately 1 hour)
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Tax Subsidized Retirement - Let Uncle Sam Help You Retire |
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Full discussion of the tricks and loopholes that can be used to maximize benefits for business owners and key personnel. A different kind of pension book, short on tax law and long on practical advice. Plenty of actual examples aimed at allocating 80% or more to the ownership class. (PDF Format - 124 Pages)
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ROI at Death
(coming soon) |
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There is a tipping point in most estates, when ROI at death becomes a better measure of investment return than traditional ROI. This study explores when and where to employ this new metric of financial success.
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Premium Financing
(coming soon) |
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New product and banking innovations make these arrangements a best buy in many situations. Covers all the basics including a full discussion of the feasibility metrics.
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The Qualified Investor - Maxing Retirement Income (coming soon) |
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Qualified plans have unique investment needs and require investment policies that reflect their special circumstances. Covers both defined benefit and defined contribution plans. Full discussion of Section 404c and how to bullet proof any a 401k.
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Indexed Policies - Stock Market Returns, without Market Risk |
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Balanced Funds versus Indexed Products - A historical comparison(coming soon)
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The 15 Most Common Retirement Planning Mistakes (coming soon) |
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Extensive study of the most common retirement mistakes. How to quickly spot the weak points in your clients retirement planning and get them on track to a successful retirement.
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ESOP - Tax Deductible Buyouts, Tax Free Sales Proceeds and More! |
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An ESOP is a tool of corporate finance. Employee Stock Option Plans can work financial wonders, but they have gotten a lot of bad press. In the right
situations they are truly a magic bullet, but when used just to skim some taxes, they can be
an employer's worst nightmare.
This tutorial covers the myths and includes real life examples of massive tax savings
combined with true wealth creation. (By appointment Only - Approximately 1 hour)
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Forever Trust - The Ultimate Wealthbuilding Tool (Coming soon) |
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