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AIG – Income Product Webinar

As part of our ongoing Monthly Product Webinar Series, Walker Ham will be discussing the AIG – Income Product!

Join him Monday, September 19 at 3 p.m. EDT as he talks through how this product can secure more of your client’s retirement income.

On this webinar, Walker will cover:

Costa Rica Countdown

It’s the final stretch with just 3 weeks left to qualify for Costa Rica!

To secure your spot, be sure to get your qualifying annuity, life insurance and AUM business in and paid by September 30, 2016. The qualification period is from September 1, 2015 through September 30, 2016.

We look forward to seeing you […]
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Top Advisor Roundtables

Our Top Advisor Roundtable breakout sessions exemplify what the Mastermind Group is all about. Here are the latest innovations, sales and planning ideas shared at the last Mastermind Collegium directly from your peers!

John VanWeelden
VanWeelden Wealth Management

Sequence of Returns Risk – How to effectively illustrate this risk to your clients to motivate them […]
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PCA November Model Rebalance

As decided by the PCA Investment Committee, each November we will look to rebalance the Global, Pre-Tax, and Post-Tax Models. The committee decided to create a streamlined and uniform rebalance month so that advisors can plan well in advance for any potential changes they would like to make in their client accounts. We chose November […]
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August 2016 Training Corner

We are excited to provide you with the August 2016 Training Corner. There have been several updates to key documents and the release of Clarity 2 Prosperity – the holistic planning process: Step 4. Please read the following August 2016 Training Corner here!


MMC Step 4: the holistic planning process

Clarity 2 Prosperity – the holistic planning process continues to provide the essential training and processes needed to be a successful holistic advisor. We share the latest innovations and developments as Jeff Warnkin and Jason Smith present updates to Step 4 of our signature planning process. This step provides the comprehensive outline to delivering continual services […]
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Important Allianz Product Changes

An official message from Allianz on changes to new business:

“Due to upcoming FIA product changes, a preview of FIA declared rates effective Wednesday, September 7th is available now! New rates will be effective the first Tuesday of the month, with a preview of declared rates available one week prior.”

Click here to see […]
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2016 Inc. 5000 Ranking

We’re excited and honored to be on the Inc. 5000‬ list of fastest-growing private companies for the second consecutive year! Thank you to all our advisors, partners, and team members for their contributions and hard work.

C2P Profile