Roccy's Blog http://roccy.blog.com Just another Blog.com site Mon, 27 Feb 2012 01:38:37 +0000 en hourly 1 http://wordpress.org/?v=3.2-bleeding Comments on my article: Are Fee-Only Advisors Bad for Our Industry http://roccy.blog.com/2012/02/27/comments-on-my-article-are-fee-only-advisors-bad-for-our-industry/ http://roccy.blog.com/2012/02/27/comments-on-my-article-are-fee-only-advisors-bad-for-our-industry/#comments Mon, 27 Feb 2012 01:35:53 +0000 roccy http://roccy.blog.com/?p=16 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.

]]> http://roccy.blog.com/2012/02/27/comments-on-my-article-are-fee-only-advisors-bad-for-our-industry/feed/ 2 Florida Lawmaker’s Son Charged in Medicaid Scam http://roccy.blog.com/2011/05/23/florida-lawmakers-son-charged-in-medicaid-scam/ http://roccy.blog.com/2011/05/23/florida-lawmakers-son-charged-in-medicaid-scam/#comments Mon, 23 May 2011 18:00:20 +0000 roccy http://roccy.blog.com/?p=14 Florida Lawmaker’s Son Charged in Medicaid Scam http://www.foxnews.com/politics/2011/05/21/lawmakers-son-charged-medicaid-scam/#ixzz1MxjoFqvK

]]> http://roccy.blog.com/2011/05/23/florida-lawmakers-son-charged-in-medicaid-scam/feed/ 0 New York Life Agent has hands tied http://roccy.blog.com/2011/05/09/new-york-life-agent-has-hands-tied/ http://roccy.blog.com/2011/05/09/new-york-life-agent-has-hands-tied/#comments Mon, 09 May 2011 18:37:16 +0000 roccy http://roccy.blog.com/?p=13 Continue reading →]]> 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 forbids her from selling FIAs, she doesn’t want to learn about their value and why her clients should use them.  It’s really disgusting to me and unfortunate for the public at large who don’t know any better.

Please remove me from your email list.  I am not permitted to sell equity indexed annuities.
Deborah (name omitted), CLU
Financial Services Professional
Agent, New York Life Insurance Company

]]> http://roccy.blog.com/2011/05/09/new-york-life-agent-has-hands-tied/feed/ 1 Survey finds that being debt free tops the list of consumer’s definition of “financial success” http://roccy.blog.com/2011/03/23/survey-finds-that-being-debt-free-tops-the-list-of-consumer%e2%80%99s-definition-of-%e2%80%9cfinancial-success%e2%80%9d/ http://roccy.blog.com/2011/03/23/survey-finds-that-being-debt-free-tops-the-list-of-consumer%e2%80%99s-definition-of-%e2%80%9cfinancial-success%e2%80%9d/#comments Wed, 23 Mar 2011 14:49:44 +0000 roccy http://roccy.blog.com/?p=11 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 it to grow their business.

Also, when you buy my Home Equity Acceleration Plan book or the H.E.A.P.™ software, I donate 100% of what I make to the H.E.A.P.™  Charitable Foundation (www.heaplan.org).

]]> http://roccy.blog.com/2011/03/23/survey-finds-that-being-debt-free-tops-the-list-of-consumer%e2%80%99s-definition-of-%e2%80%9cfinancial-success%e2%80%9d/feed/ 0 Another IRA Rescue-Life Insurance Sales Strategy to Avoid! http://roccy.blog.com/2011/01/10/another-ira-rescue-life-insurance-sales-strategy-to-avoid/ http://roccy.blog.com/2011/01/10/another-ira-rescue-life-insurance-sales-strategy-to-avoid/#comments Mon, 10 Jan 2011 13:43:54 +0000 roccy http://roccy.blog.com/?p=9 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

]]> http://roccy.blog.com/2011/01/10/another-ira-rescue-life-insurance-sales-strategy-to-avoid/feed/ 0 Genworth Stops Selling VAs http://roccy.blog.com/2011/01/10/genworth-stops-selling-vas/ http://roccy.blog.com/2011/01/10/genworth-stops-selling-vas/#comments Mon, 10 Jan 2011 13:31:51 +0000 roccy http://roccy.blog.com/?p=7 Continue reading →]]> 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 long term care-until that market develops further.

Roccy.

]]> http://roccy.blog.com/2011/01/10/genworth-stops-selling-vas/feed/ 1 First Post http://roccy.blog.com/2010/12/30/first-post/ http://roccy.blog.com/2010/12/30/first-post/#comments Thu, 30 Dec 2010 15:38:46 +0000 roccy http://roccy.blog.com/?p=4 Continue reading →]]> I’ve been asked by several people to start a blog and to start using my twitter account (my twitter handle is roccycwpp).

I send weekly newsletters, but there are many items of interest I don’t get out to people because it is not worth using an entire newsletter to do so.

So, I will start using my blog and twitter account to send more periodic information to people who are interested. What information?

I envision sending out links to interesting articles on the web I find or ones that are forwarded to me by other advisors.

Additionally, I imagine the blog will be a place where people can ask questions and have a running dialogue about interesting issues.

If you are new to blogs, click on comments below to past posts.

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