Monthly Archives: June 2014

Fundamental to Uber-Success in Financial Services (any) Marketing

Posted on June 27, 2014 by bobrichards1

Would you like to call up your clients and have them buy whatever you recommend without hesitation?  Would you like to have a database of prospects where each month, you successfully convert a handful into new clients like clockwork? This … Continue reading →

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New Changes to IRAs You Need to Know

Posted on June 18, 2014 by bobrichards1

No More Unlimited 60-Day Rollovers In an earlier post, I explained how one could take a continuous, tax-free, penalty-free loan from their IRAs.  Since you can remove money from an IRA and use the funds for 60 days per year, … Continue reading →

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How the Rich Invest – Secondary Annuity Offerings

Posted on June 13, 2014 by bobrichards1

If you have not read our post which explains secondary annuities, please read it here These offerings are current as of 11/19/13 and change daily.  To to get current offerings, please fill out the form below. SMAs are available on … Continue reading →

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Retirement Age Trends and Stats

Posted on June 6, 2014 by bobrichards1

This short video summarizes trends in retirement age in the US and shares some statistics. The more detailed posts on this issue can be located here. Retirement Age // http://retirement-income.net/blog/retirement-age/retirement-age-trends/

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