Dave recently participated in an interview with Bankrate.com discussing the June Fed minutes, job surprise, and the Brexit worry. Check out the article below to see what is happening in our global economy
We are excited to share that our most recent Mastermind Collegium was our most action-packed event yet! It was great to see so many of you there, and we look forward to seeing you again December 8-9 in Las Vegas, Nevada.
Over the coming weeks, we’ll be sharing videos of presentations and collaborations that took place at the Cleveland event. Today, by popular demand, we’re sharing the recap of the DOL Fiduciary Rule update.
Content from this presentation came through Jason’s extensive research as well as conversations with the Department of Labor. Highlights of this presentation include:
- Who is now considered a fiduciary under the DOL rule and the new standards you must apply
- What changes are on the horizon for compensation and incentives
- Different scenarios on how compliance looks under the new rule
- Steps to take during the transition period until the rule is in full effect on January 1, 2018
- How to put a client’s best interest first with Clarity 2 Prosperity’s financial planning strategies like The Bucket Plan® and the holistic planning process
- Updates on Clarity 2 Prosperity’s active role in the implementation of the Fiduciary Rule, including working with the DOL directly to review The Bucket Plan® and the holistic planning process
Jason was also recently interviewed by MDRT on the “7-Steps to Prepare for the DOL Rule”, which can be downloaded here.
In the next part of our Monthly Product Webinar Series, Dave Alison will be discussing the National Guardian Life Funeral Expense Trust! Join him Monday, July 18 at 3 p.m. EDT as he talks through how this product offers your client’s peace of mind to know their final expenses are covered.
On this webinar, Dave will cover:
- How to earn an extra $5,000+ per month from your annual client reviews
- The product specs behind this guaranteed issue whole life policy
- Shelter assets from the Medicaid spend down with no 5-year look back period
- Sales ideas, strategy, and case study
Congratulations to the top 25 advisors for the month of May. Way to go Hessdogg from Lake Oswego, OR for being the #1 Asset Gatherer for the month, bringing in just over $3.6 million in new assets!
There are just four months left to qualify for Costa Rica! To claim your spot be sure to get your qualifying annuity, life insurance and AUM business in and paid by September 30th, 2016. The qualification period is from September 1, 2015 through September 30, 2016
Congratulations to Mastermind Member Willie Schuette on his recent placement with CNBC.com! Click the link below to view the article:
Thank you so very much for your patience as we completed a few additional updates to the presentation, as requested by our compliance department! You can now access the seminar presentation and all related materials by visiting the link below.
In this folder, you will find the PowerPoint presentation with speaker notes, the presentation outline, appointment cards, The Bucket Plan® scorecard, marketing pieces, a brief video reviewing the updates from the presentation seen at last week’s Mastermind Collegium, and documentation of PCA compliance approval.
An official announcement on new Allianz rates:
“Preferred Advisor – It’s official now. Please see below and PAY ATTENTION to YOUR STATE to avoid any confusion. Also, C2P and Allianz are aware that Allianz’s illustration software is down currently. Allianz has ensured us that this is #1 priority and will have this software up and running ASAP.”
Click the links below to view the rates
This is a friendly reminder that if you haven’t attended a Quick Start, our next training is July 12-14. This training is crucial to help DOL proof your sales process and master the holistic planning process so don’t procrastinate on attending! If you cannot attend the July training, we will also be having one October 4-6.
Please note: The Welcome Reception takes place for both events at 6:30pm (July 12 & October 4) so please be sure to schedule arrival before this time slot.
A reminder that we will again be implementing special Friday hours at C2P/PCA. From now until September 2, the office will close at 4:00 EST on Fridays.
In the third part of our Monthly Product Webinar Series, Dave Alison will be discussing the American Equity – 5.5% Compounding Income Rider! Join him on Monday, June 27 at 2 p.m. EST as he talks through how this product offers your clients several benefits to help power their retirement income.