Author Archives: roccy

To read my newsletter “Are Fee-Only Advisors Bad for Our Industry,” please click on the following link: http://www.thewpi.org/pdf_files/Are.Fee.Only.Advisors.Bad.for.Our.Industry.pdf I welcome your comments pro or con on this blog about this somewhat controversial article.

Florida Lawmaker’s Son Charged in Medicaid Scam http://www.foxnews.com/politics/2011/05/21/lawmakers-son-charged-medicaid-scam/#ixzz1MxjoFqvK

The following is one reason why I wrote my book Bad Advisors: How to Identify Them; How to Avoid Them (http://thewpi.org/?a=PG:1434). The following is a request from a NYL agent who doesn’t want to receive my weekly e-newsletters.  Because NYL … Continue reading →

Survey finds that being debt free tops the list of consumer’s definition of “financial success.” To read the story, use the following link: http://www.amtd.com/news/releasedetail.cfm?ReleaseID=465810. It is for this reason that consumers should learn about www.heaplan.com and why advisors should embrace … Continue reading →

To read this week’s educational newsletter: Another IRA Rescue-Life Insurance Sales Strategy to Avoid!, please use the following link: http://www.thewpi.org/?a=PG:1427

This is sort of stunning and came from the Genworth home office: Genworth will discontinue new sales of Retail and Group Variable Annuities. In addition, we are suspending sales of one type of linked benefit product offering-which combines annuities and … Continue reading →