Employee – Self Employed – Team Builder….Which One?

Apparently ERS liked this so much, they wanted to post it in their video archive for the rest of the country to see. Watch the video and find out why.

One area we specialize in: Alternatives to IRA’s and 401k plans

Our company operates in 3 industries. Real Estate, mortgages and insurance. For the purpose of this video, I am going to focus on an 11 minute synopsis to give you an oversight on a fantastic alternative to IRA’s and 401k plans. It is a beginning step. This is a process of education and helping you make common sense decisions to benefit you and your family.

The Customer Presentation

Hey Team. This is my latest recorded customer FEG presentation. My goal was to get it done in about 20 minutes so I missed it by a few. Takes about 15 seconds for it to start.

The FEG Compensation System

This overview of the FEG compenstion system using the ANICO products will give you an exciting understanding of how lucrative this can be for an agency builder as well as show you how competitive we are.


I sure do.

How To Take A New Person Into The Prelicense Process

This is a short tutorial on how to walk you through and show how to take you new unlicensed person and put them through the instructional course prior to taking the exam. Feel free to share this with your team.

The Head Fake

I was pondering on what the write on this morning but I just didn’t want it to be just on sales or the insurance business and/or finances. I wanted to think outside the box for a moment and focus on life. Life is the accumulation of all the things we did both good and bad and to often living a life of regrets.

Here is a story that I first came across several years ago. It the story of a professor named Randy Pausch. He was an immensely talented professor at Carnegie Melon University and this video is his last recorded lecturer at a packed assembly hall. It was his last lectured because he was riddled with cancer and only had a few months to live.

I just finished watching the 1 hour and 16 minute video of his lecture. I walk away feeling both sad but also satisfied that here is a man, who could have been bitter at the loss of his life at the prime of his life, yet he still exhumed and indomitable spirit of optimism and zest.

His lecture is laced with many parables and stories of life and general and his enthusiasm to excel even unto his death. I could type away and list some of his memorable quotes but it would be better for you to just take a time out in your next day or so and listen to him.

I promise you won’t be wasting your time and you might just pick up a few gems that he threw on the ground for you. I know I see them and glad I did take the time to watch it. I hope all of you will do the same.

And Its Gone

As funny as this is, it still serves as a reminder of what is really going on in the market today. There has been a considerable amount of noise of the surge in the market indexes (that’s very good for us). What is driving the surge no one really knows for sure as the overall health of our nation all the way from durable goods to real estate and unemployment, don’t seem to support it.

There is some speculation the the market is absorbing the printing of money by the Fed. Maybe so. With Europe in convulsions particularly in Spain and Greece, it is not hard to imagine that a single incident can cause the flight of money out of the market yet again and “Poof!”, your money is gone…again.

This is exactly the reason why a sensible approach for a portion of the money should be inside Indexed Universal Life policies with stable and reliable insurance companies that also provide for living benefits. The the upside potential and protection against downside risk along with the superior tax planning strategy makes them nearly unbeatable. If someone can come up with a better way, show me.

At least with our approach to retirement dollars, we won’t wind up being a south park episode.

A Little About Me

A 5 Minute Look

Vals 5 minute Click to view

This is a great 5 minute video produced by Patrick Kelly on what is really going on in the market and should raise concerns in your own mind of whether you are truly doing the right steps in keeping your own retirement money.

No No No No No more 401k fees

Boy. What a video and a catchy tune. Nails it. This needs to get out to everyone.

I want to thank my buddy Paul Schecter and FEG for sending this out.